Surveys

Surveys February 24, 2016

2019 Transition Management Survey

Goldman Sachs, JP Morgan, Russell, and UBS: How four of the top OCIO vendors stack up.

Surveys February 24, 2016

2016 Outsourced-Chief Investment Officer Vendor Ratings

Goldman Sachs, JP Morgan, Russell, and UBS: How four of the top OCIO vendors stack up.

Surveys February 24, 2016

2016 Outsourced Chief Investment Officer Buyer’s Guide

53 providers, $872 billion in discretionary assets, and more than 10,000 clients.

Surveys November 17, 2015

2015 Liability-Driven Investment Survey

More providers rated, reams of data, and a new entrant on the scene.

Surveys October 21, 2015

2015 Risk Parity Investment Survey

Risk parity is in the news like never before. What does this mean for its users?

Surveys September 24, 2015

2015 Transition Management Survey

The industry-leading overview of the ever-changing world of transitions.

Industry White Papers

The Power of Portfolio Flexibility Many investment managers apply strict portfolio constraints under the guise of risk management best practices. This paper examines the costs of those investment constraints and how an unconstrained investment approach can be key in generating long-term excess returns.

Quantitative Science—Actively Adding To Fixed Income Decisions Quantitative vs. active debate? This issue of Franklin Templeton Fixed Income Markets explains how our “active quant” approach sets us apart.

The Case for Greater China Exposure in Global Equity Portfolios Discover what makes China a compelling, stand-alone investment opportunity.

The China Position Gauging institutional investor confidence in their strategy for entering this growing market

Four strategies for investing in emerging markets Ways to manage your EM allocation, an out of favor, but still appealing asset class.

Brexit Implementation Guide How should investors consider positioning their portfolios?