Real Talk on Performance Attribution
Long-only, rebalancing schedule, tracking error: Mandates come constrained, and two research analysts say it’s high time attribution methods caught up.
Manager Selection
Have the Cubs Surpassed the Tiger?
Julian Robertson’s progenies scored higher win/loss ratios for their trades, according to Novus.
Fund Managers Fear Silicon Valley Takeover
Global managers foresee new entrants, new models, and a new client focus, according to State Street.
Managers Start Focussing on 'Needs’, Not ‘Wants’
Objectives are coming into the spotlight as investors demand deliverables from their managers, research has shown.
Pricy Stocks—Not PE Bubble—Causing Record Dry Power, Rubenstein Says
Private equity firms will start shopping when an “inevitable” market correction arrives, the Carlyle co-founder predicts.
Mercer Boosts PRT Team with Annuity Experts
The consulting firm has placed a number of key players in its pension-risk transfer and annuity buyouts practice.
State Pensions Demand SEC Action on PE Fees
A coalition of 13 public pension funds overseeing $1 trillion has asked the SEC to remedy “an uneven playing field” between private equity managers and investors.
Smart Beta's Google Problem
Part two of CIO’s four-part Google Trends series: A look into the digital impact of one of investing’s hottest categories—and most hated names.
San Diego County Terminates OCIO Salient
The $10.6 billion public pension fund and Salient Partners will end their relationship as of August 15.
Alts Giants Boast 50%+ of Global Industry AUM
Macquarie Group, Bridgewater Associates, and CBRE Global Investors topped Towers Watson's alternative manager ranking with $264 billion in cumulative assets.
How to Realign Interests with Your Alts Manager
Like any other relationship, limited and general partners need trust and transparency to restore balance of power, according to academics.
Asset Management Is More Lucrative Than Ever, Consultants Say
Profits rose to $102 billion in 2014, but growth was limited only to those already on top, according to the Boston Consulting Group.
Paulson v. Ackman, Bridgewater v. AQR: Who's Trending on Google?
A data-driven look into who’s hot, who’s not, and if hedge funds’ online popularity translates into assets under management.
Hedge Funds ‘Can Survive a Fed Rate Shock’
Lyxor argues funds could reverse recent poor performance by riding out market volatility in the coming months.
The Explosive Growth of ESG Managers
The Environment Agency Pension Fund has done the hard work, identifying more quality responsible asset managers than ever. They want you to join the rush.