Passive Strategies Seen as a License for Passive Shareholding
Investing via indexes pushes shareholders and companies further apart, according to a report by
Hermes Investment Management.
Asset Allocation
Concentration Beats Diversification, Study Finds
Research into 11,000 institutional portfolios found that specialists outperformed the well-diversified.
The $3 Trillion ETF ‘Boom’
With more invested assets than hedge funds, the ETF industry is seemingly thriving—but not everyone’s buying in.
Oil Price Collapse Fuels SWF Equity Sales
Some of the biggest investors in the world have withdrawn more than $2 billion from European markets since May.
The Case For Alternative Credit
Institutional investors are underutilizing the asset class and missing out on potential returns, according to Towers Watson.
Investors Pile into Real Assets as Record Numbers Seek Funding
Real estate and infrastructure funds saw a surge in capital raising between July and September—but also record numbers seeking assets.
TDFs Take Heat for ‘Risky’ Asset Allocation
A report from Meketa Investment Group calls out target date funds for high levels of public equity exposure.
Smart Beta’s ETF Domination
With nearly $500 billion already under management, smart beta indices are becoming a more dominant part of the exchange-traded universe, according to Morningstar.
Why Bond Yields Are Lower for Longer
Standard Life Investments explains what it believes is holding yields so low and for so long.
Why Only Active Managers Can Ride the ‘Momentum Wave’
Substantial drawdowns and crowded trades could “obliterate the alpha” for passive momentum strategies, according to Research Affiliates.
Why Your Asset Allocation is Wrong
If you've not factored in the financial state of your sponsor, your investment strategy could be wrong, academics have warned.
La Caisse Inks $2.1B Infrastructure Co-Investment Deal
The Canadian pension fund has partnered with Mexican investors, as part of a plan to double its infrastructure portfolio by 2018.
Harvard’s Ex-Chair Joins Yale in Defending Endowments
High-profile accusations of endowment “hoarding” are not sitting well with leaders of prestigious—and wealthy—institutions.
Would Benjamin Graham Invest in Smart Beta?
Fundamental index strategies aim to deliver on systematic security selection while maintaining contrarian exposures—just like value investing.
Investing in Demographics
Investing in what your friends and family like will not get you rich—or your pension to full funding—but should you discard demographics all together?