Equal vs. Value and Price-Weighted Portfolios: Who Wins?
Equal-weighted portfolio of stocks in the major US equity indices with monthly rebalancing outperforms value- and price-weighted portfolios, a new report claims.
News
With Rocaton Push Into Outsourced Investing, Consulting Continues to Change
Rocaton Investment Advisors has launched discretionary consulting services to reap better margins and for the need to adapt as its clients' needs change, says Robin Pellish, the investment consulting firm's CEO.
Troubled Markets Cast Doubt on Re-risk Timing
Investors piled back into return-seeking assets, but was it too much too soon?
How a CIO Built an Alts Portfolio From Scratch
The Profile: Jeremy Wolfson, Chief Investment Officer who currently manages the $8 billion dollar Los Angeles Water and Power Employees' Retirement Plan, speaks about how he has been able to grow the fund's alternatives allocation with the support of his consultant and the eventual approval of his board.
History Repeating: Are Equities Really Worth It?
Equities have limped home behind bonds since 2000; is it now time to give them up for good?
Shareholders Tighten Grip on Executive Pay, Governance
Investors take centre stage as key to unlocking sustainable corporate value.
Iowa Pension Condemns Deloitte for Allegedly Ignoring Ponzi
The Iowa Public Employees Retirement System is claiming that auditors overlooked a $553 million Ponzi scheme by issuing falsely clean audit reports.
New Jersey's Head of Alternatives Steps Down
The head of alternative investments at New Jersey’s $70 billion state pension system, Christine Pastore, has stepped down.
Europe Takes Pension Concerns to Government
The fight against Solvency II is taken to politicians in an attempt to gain more ground.
Switzerland Urged to Reform Pensions
Fiscally-sound Switzerland urged to follow poorer neighbours into pension reform.
How Should Investors Benchmark Infrastructure?
Since no standard exists for benchmarking the performance of unlisted infrastructure investments, institutional investors must choose a benchmark with “tolerable imperfections.”
BT Halves Deficit With Profit Payback
The BT Pension Scheme is to be restated back to health more quickly than had been previously scheduled, thanks to profits at its parent company.
Kay Slams ‘Trader-Focused’ Markets
Equity markets are overly focused around the activity of trading, to the detriment of investors, according to professor John Kay.
Davanzo Resigns From Wilshire Associates
Davanzo, who was brought back to Wilshire in 2004 to in part sell the company, has resigned effective end of the month.
Preqin: Private Equity Investors Seek Partners
Limited partners are increasingly keen to co-Invest with private equity fund managers, according to a study by Preqin.