Tag: allocation

Coronavirus - COVID-19 May 29, 2020

Market Volatility Is Harming Americans’ Hopes for a Secure Retirement

Allianz Life study finds many deeply uncomfortable with the state of the virus-driven market.

April 3, 2020

6 Battle-wise CIOs Weigh in on Choosing Managers

As managers try to raise funds, here are some factors to consider when selecting opportunities.

March 12, 2020

Rethinking Your Inflation-Protection Strategy

Longtime CIO Tony Waskiewicz shares his three-step process for inflation-sensitive assets.

Asset Allocation November 8, 2019

US Public Pensions Boost Stock Exposures Back to Pre-Recession Levels

Investors’ plan allocations to US equities averages 47.3%, the highest level since 2007, says Wilshire.

Asset Allocation September 30, 2019

NJ Pension Fund Returns 6.27% Misses Benchmark, Target

Fund reports ‘possible economic slowdown’ for 2020.

Industry White Papers

Case Study: Choosing an Index is an Active Decision In this dynamic market, investors are finding unique strategies to address their unique goals.

Russell Investments 10×10 Report: Diversity & Inclusion Hear firsthand how the world’s leading asset owners and asset managers face the challenge of D&I.

Revisiting Earnings Acceleration as a Source of Diversifying Excess Returns Is earnings acceleration an underused source of diversification and excess return? See what the new data shows.

A customized approach to ESG doesn’t have to be expensive Many investors are finding that off-the-shelf approaches are not meeting their organization’s unique ESG needs. This case study explores how Invesco created a suite of ESG mandates which track custom-built indexes for a large US-bank, focusing on specific environmental and social issues.

Investing in Companies That Are Shaping the Future For institutional investors, particularly public plans, the need for diverse and uncorrelated returns is paramount. Both traditional global equity investors and those committed to sustainable investment agendas would benefit from an actively managed allocation to the decarbonization theme.