Surveys

2020 Outsourced-Chief Investment Officer Survey

Surveys February 24, 2016

2020 Outsourced-Chief Investment Officer Survey

After eight years of exponential growth, bifurcation in the OCIO sector is starting to emerge between the biggest and smallest clients.

Surveys February 24, 2016

2016 Outsourced Chief Investment Officer Survey

After eight years of exponential growth, bifurcation in the OCIO sector is starting to emerge between the biggest and smallest clients.

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

Investing in Real Estate, Look to New York—Here’s Why Capitalizing on near-term opportunities

2020 Long-term Capital Market Assumptions Q2 Update

Emerging Markets and Covid-19: Crisis or opportunity…or both? 2020 will be a challenging moment for Emerging Markets’ economies. But there will likely be a wide open Emerging Markets “door” that sees governments fall back on privatisation to bridge fiscal holes. In an environment of tight domestic monetary conditions and reduced cross border flows, the buyers of these assets have considerable advantage.

Meditations in an emergency Multi-Asset Strategist Adam Berger discusses the macro and market impact of the coronavirus and offers his "playbook" for the coming weeks and months, including thoughts on rebalancing and opportunistic investments.

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.