Tag: Global Equity

Asset Allocation June 16, 2020

CalPERS Revises Fixed Income and Public Equity Investment Policies

The policies move away from return-oriented goals to being a source of liquidity and strong beta.

News November 25, 2019

CalPERS, Just Missing Target, Broadens Its Investment Strategies

The giant pension fund is switching from return-oriented goals to a sharper focus on liquidity and strong betas.

Asset Allocation April 17, 2018

CalPERS Invests $1B in ESG Global Equity Portfolio

Another $260 million invested in synthetic equity portfolio.

Manager Selection April 3, 2018

CalSTRS Vexed over Plan Aimed to Promote Diversity Among Fund Managers

CIO aims to fix program that hired young, female, and minority managers, whose returns are sub-par.

Research August 10, 2017

MSCI EM Index Up 25% YTD

WTI Crude prices hit $50 for the first time since May.

Manager Selection July 14, 2017

CalPERS Seeking Global Equity, Private Equity “Transition” Managers

Pension looking for successful early-stage managers who no longer fit its “Emerging” category.

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.