Northern Trust: Popularity of Passive Investing Fuels Customized Beta Strategies
Increased focus on passive investments is making customized beta strategies increasingly appealing to institutional investors.
Asset Allocation
Alternative Investments: Diversifiers or Dangerously Illiquid?
As alternative investments such as hedge funds gain traction among investors, industry sources warn investors to beware of lockups.
Despite World-Class Public Pension System, Worries Abound for Canada Retirement
According to a survey by Towers Watson, 65% of defined
benefit plan sponsors in the Great White North fear long-lasting pension
problems.
Is Disclosure Herding Hitting Hedge Funds?
Hedge funds’ information advantage may be eroded by rules on disclosure, research has found.
No. 1 Worry for Pensions for Second Straight Year: Underfunded Liabilities
Once again, underfunded liabilities is the most important risk factor facing US corporate defined benefit plans, according to the 2012 MetLife US Pension Risk Behavior Index survey.
Kay Review: Information Overload Leads to Misguided Investments
Investors are being bombarded with information from listed companies, which is forcing them to make short-term, misguided decisions.
Russell: Pension Liabilities Outpaced Assets in 2011
Liabilities have outpaced the growth in assets for the sixteen publicly listed US corporations with pension liabilities over $20 billion, research by Russell Investments has shown.
European Funds Lose Assets Twice in Three Years
Investors pulled more money than they allocated to Europe-based funds in 2011 for only the second time since the start of the decade.
CIO Survey: While Alts Gain Traction, Have Flows to Passive Run Its Course?
While many respondents continue to expect their allocations to long-only equities to moderate, a large proportion of respondents suggest active domestic equity strategies will continue to find it difficult to pick up market share, a newly released survey by Keefe, Bruyette & Woods (KBW) shows.
Yale Prof: How to Tap Emerging Markets
Emerging markets are best tapped through affiliates of developed market multinationals, research has shown.
Embracing Hype?
From aiCIO Magazine's February Issue: Is the Facebook IPO evidence of a technology bubble?
Poor Hedge Fund Risk Management Turning Off Investors
Risk management is now a bigger factor than liquidity and transparency for investors considering hedge funds, and many have been turned off.
Post-Crisis High Inflows for New Asian Hedge Funds
The most money in five years flowed into fewer new hedge funds in Asia last year as investors exploited quality in the region.
Survey: US-Managed Insurance Assets on the Upswing
Outsourced insurance assets managed by unaffiliated investment management firms in the United States rose to $1.78 trillion as of June 30, 2011, a survey conducted by Insurance Asset Manager LLC shows.
Checklist for De-Risking
Before starting to derisk a portfolio, there are a number of factors to consider; Schroders has outlined the most important.