Asset Allocation
Asset Allocation Issues
Family offices are realigning their portfolios to avoid geopolitical, home region, concentration and currency risks.
Tag: diversification
Opinion
A Valuable Diversifier in an Era of Uncertainty and Concentration
The latent opportunities of undervalued Japanese firms offer defense against a down cycle for US technology, writes Amova Asset Management’s chief global strategist.
Asset Allocation
Institutional Investors Seek Low-Risk Assets, More Diversified Portfolios
An MFS Investment Management survey reveals that investors are flocking to fixed income and international equities.
Asset Allocation
For Energy Transition Investing, Allocators Eye Private Assets
They provide diversification, and use of them will grow, a Schroders survey finds.
Newsmakers
CIOs Assess the Legacy of Harry Markowitz
Six investment chiefs discuss the legendary economist’s theory and its limitations.
How Managers of Pension Funds, OCIOs Are Approaching Risk
Whether aiming to transfer or reduce risk or looking to diversify, managers are considering a wide range of options, including private credit.
Asset Allocation
Correlation in 2022 Prompts Thoughts on How to ‘Lose Less’
Investors rethink allocations as performance volatility arises.
Pensions
How to Boost Diversification, From 2 Wise CIOs
Investment chiefs Jonathan Grabel of LACERA and Thomas Richards of the University of Missouri explain how they have broadened their portfolios’ range of investments.
Research
Hidden Risks Still Bedevil Allocators’ Returns, Updated Study Warns
Institutional investors’ attempts at diversification often are self-defeating, says NTAM in a new version of its 2020 jeremiad.
Asset Allocation
Alternative Allocation Provides Asset Managers More Diversification
After the 60/40 portfolio failed to generate its usual stability in 2022, asset management firms suggest higher alternative asset allocations to achieve greater diversification.
Asset Allocation
Allocation Implementation in a Challenging Investment Environment
Donald Pierce discusses his allocation strategies as CIO of the San Bernardino County Employees’ Retirement Association.
Risk
5 Ways to Supercharge a Portfolio Against a Blah Tomorrow, per CAIA
The group assembles an allocation strategy designed to overcome the meager results expected ahead.
Asset Allocation
Institutional Investors Double Down on Private Assets
Schroders says the pandemic exacerbated the need to diversify away from equity/bond market volatility.
Risk
Think You’ve Got the Risk-Return Mix Down? Guess Again
Many institutional investors trip on undetected hazards, Northern Trust study says.
Newsmakers
GPIF CIO: Global Synchronicity is Killing Diversification
CIO of world’s largest fund says no place for investors to hide in downturn.