Indexing's Brave New World
With an abundance of new passive products, it’s time to redefine index investing, argues MIT’s Andrew Lo.
Asset Allocation
When (and Where) Activist Investing Goes Wrong
Research shows that investments by “highly politicized” sovereign wealth funds can be detrimental to company performance.
Time for Hedge Funds 2.0, Says Report
Investors should not view hedge funds as a stand-alone allocation, according to AIMA and the CAIA Association.
Dutch Pension to ‘Halve Carbon Footprint by 2020’
PFZW is to overhaul its investments in energy, materials, and utilities in the next five years.
How to Squeeze Alpha from Small-Cap Stocks
Be prepared to apply value, momentum, or quality strategies, Research Affiliates has argued.
Goodbye to BRIC?
Goldman Sachs has folded its BRIC fund, but emerging markets specialists say investors need not give up on the sector just yet.
Back Office Alpha (or How Other Companies Affect Your Equity Portfolio)
There is more to equity investing than kicking the tyres of the target company, research has shown.
SWFs: Activist Investors or Passive Stock Pickers?
Three academics investigate whether the world’s largest investors use their influence to enact change in the companies they hold.
Norway SWF Sets Out Case for Real Estate Expansion
The world’s biggest sovereign wealth fund has published research advocating a 15% allocation to property.
Headcount, Pay Up in Private Equity
Private equity is heading into 2016 with more and better paid staff as fundraising targets continue to rise.
Can Bond Managers Cope with Higher Rates?
A lack of manager experience of interest rate hikes is a concern for asset owners, research shows.
Warren Buffett’s Way to Invest for Retirement
The Sage of Omaha’s proposed 90/10 asset allocation could provide superior upside potential and downside protection, a study has found.
The Argument for Private Equity
Well-implemented private investments can improve the funding levels of defined benefit plans, according to Cambridge Associates.
Why Infrastructure Investors Are Losing Their Appetites
Competition, falling yields, and a demand-supply mismatch are halting the sector’s surge in popularity.
The Tech Giant Way to Do 401(k)
Auto-enroll? Nope. Custom TDFs? Wrong again. To build one of the best defined contribution plans in America, Microsoft tossed conventional wisdom in favor of hard data.