Towers Watson: Illiquid Credit Presents ‘Compelling’ Opportunity
By taking on the role of private debt lenders, institutional investors can open their portfolios up to new sources of return and diversification.
Asset Allocation
How Would Steve Jobs Design Income?
Research Affiliates channels the late Apple co-founder’s simplicity mantra in search of sustainable yield.
The Problem With Value Investing
An overvalued stock market is causing value indicators to fail, Man Group argues.
Hedge Fund Product Wave Set for 2016
Get ready for marketers to come a-knocking as hedge fund firms prepare a bumper crop of new releases.
Capacity Concern as Insurers Turn to Asset Management Sector
An increase in insurance investment outsourcing has left some worried about the availability of partners.
Liquidity Is Top Concern for Health Care Funds
The liquidity challenges faced by health and hospital systems have a “drastic effect” on their asset allocations, according to Cerulli Associates and Mercy Health’s CIO.
Valuations Fail to Deter Private Equity Investors
High fees, $1.3 trillion in unspent capital, and soaring valuations—nothing has dampened investor appetite for unlisted equity.
How Norway’s SWF Plans to Benchmark Real Assets
The $846 billion fund has formally requested to double the target size of its real estate portfolio.
The Best and Worst Asset Classes of 2016
It’s in with equity and out with bonds, according to a survey of institutional investors.
The Diversifying World of Venture Capital
The ever-dynamic asset class is not for the weak or those with short-term views, research has shown.
Indexing's Brave New World
With an abundance of new passive products, it’s time to redefine index investing, argues MIT’s Andrew Lo.
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.