Value Equities No Answer to Stressed Markets
Investors looking to tap global growth in stressed markets should look outside their usual value-focused remit, Mercer Investment Consulting says.
Asset Allocation
Is Hedging the New Diversification?
The global financial crisis of 2008/2009 has led to disillusionment with traditional approaches to diversification and has resulted in the growing popularity of hedging as a tool for lowering risk, a recent paper by BNY Asset Management claims.
Paper: For Public Plans, Are Accounting Rules Distorting Asset Allocation?
A recently posted academic paper suggests that while
equities have a place in public plan portfolios, the high holdings percentage
may be a result of regulatory misalignment.
Investment Outsourcing to Double, Providers to Shrink
Outsourced investment assets are expected to double, but business will be picked up by a select few, consultants Casey Quirk say.
Liquidity Returns to Boost Investor Confidence
Improved liquidity has brought investors back to equities, but concerns remain about developed markets.
Paper Warns Institutional Investors to Overcome Operational Hurdle of Alternatives
The operational complexity of investing in alternatives can represent a practical impediment to making and managing allocations, according to a whitepaper by Morgan Stanley Alternative Investment Partners.
Insurers Want Alternatives Ahead of Solvency II
Hedge funds and private equity companies could gather billions of assets from insurers, but will have to ensure better data disclosure to win over clients.
Survey: Size Mattered for Fund of Hedge Funds in 2011
In 2011, large managers saw assets under management decline while those in the mid-market enjoyed an average 10% increase, Preqin's latest research shows.
CalSTRS to Diversify Through Infrastructure Investment
The California State Teachers' Retirement System (CalSTRS) is committing $500 million to infrastructure, reflecting a greater investment in public works projects and a heightened need for diversification.
Poll: Controlling Funding Volatility Ranks Top Investment Priority for Pension Plan Sponsors
A survey conducted by SEI has revealed the top 10 investment priorities for corporate defined benefit plan executives this year.
Deutsche Bank Warns on Emerging Markets, Poor Equity Returns in 2012
Avoid emerging markets and do not expect too much from equities, at least in the short-term, a major European bank tells investors.
Texas Endowment Urged to Maintain Gold Investment
The University of Texas Investment Management Co. is being urged not to sell the gold bars it bought as a hedge against inflation.
Nestlé Appoints Schroders to Co-Run in-House Fund
Schroders has been appointed to help run an in-house fund for Nestlé as the multi-national brings investment management in-house.
Northern Trust: US Institutional Plan Sponsors End 2011 With a Bang
Institutional investors achieved a gain overall for the full year 2011, with a median return of 0.8% for all plans in the Northern Trust Universe.
Australians Shift Assets Over Eurozone Fears
Australia’s Future Fund has moved more assets in to cash as fears of fallout from the Eurozone spook investment decisions.