Why Trend-Following Isn’t Return-Chasing
The rule-based momentum strategy is a tried-and-true source of returns, argues Elm Partners.
News
The Useless Annual Ritual Asset Managers Should Stop
Spoiler: Most of those holiday cards don’t even get opened.
Why Volatility Is Good for (Selling) Smart Beta
Factor investing will only get bigger in the next couple of years, a survey suggests.
CIOs Play Powerball
The winnings: $1.5 billion. The investment mandate: Whatever you want.
PwC: Returns Not Enough for Success In Asset Management
Long-term performance, corporate responsibility, and adaptation to technology are just as important for asset managers that want to stay competitive.
Former London Whale Boss Fined $1M
Achilles Macris allegedly failed to be “open and co-operative” with the UK’s financial watchdog.
Volatility Is at ‘Normal’ Levels, Says CalSTRS
The $186 billion public pension’s risk team has analyzed recent market turbulence and some seldom-discussed tail risks.
Investor Collaboration ‘Poses Threat to Asset Managers’
A wave of asset-owner partnerships could cause some managers to lose out, according to Cerulli.
Allianz Adds Another Bond Manager to Roster
PIMCO’s parent company has agreed to buy London-based Rogge Global Partners.
NEPC: Slowdown is ‘Greatest Challenge’ to E&Fs
Nearly a quarter of endowments and foundations see zero attractive investment opportunities as fears about the economy mount.
Red Cross Nabs Staff From Boeing, GW University
Jane Western and Carol Anne Lindsey have joined the $5 billion non-profit fund, and the recruiting continues.
Private Debt Key as UK Investors Turn Cautious
Worries about market performance are making the asset class look increasingly attractive, according to bfinance.
SEC, Regulators Probe Ex-Hedge Fund BlueCrest
The hedge fund-turned-family office has received “a number of inquiries” since announcing it would return $8 billion to investors.
Asness Debunks Fama’s Views on Momentum
The debate over whether investors can capture returns from momentum strategies “should be put to bed,” according to the founder of AQR.
QIC CIO Departs for Middle Eastern Fund
Adriaan Ryder is leaving the $57 billion Australian fund manager after seven years at the helm.