Tag: Q2

April 29, 2020

OCIO Roundtable (Part 2): Surprises and Best Practices Through COVID-19

With due diligence limited, thought leaders from leading OCIO firms discuss their processes for navigating after the coronavirus crash.

Research September 19, 2017

Malaysia’s EPF Investment Income Surges 36% in Q2

Equities provide the main profit driver for the $181 billion fund.

Newsmakers September 15, 2017

Penn SERS Returns 3.3% in Q2

Board approves up to $700 million in private equity, multi-strategy real estate commitments.

Research August 9, 2017

Canadian DB Plans Post 5th Consecutive Gain in Q2

Domestic equity spirals into negatives.

Research August 9, 2017

Wilshire TUCS Reports Longest Institutional Assets Hot Streak Since 1998

Strong performances from all major asset classes leads to seventh quarter in a row of positive gains.

Asset Allocation July 24, 2017

Secondaries Fundraising Slumps in Q2, but 2017 Still on Track for Record

Only $4 billion raised in Q2, with record $19 billion raised in Q1 likely eating into demand.

Industry White Papers

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.