Tag: Q3

Asset Allocation December 1, 2021

Twitter Is Buzzing About This CalSTRS Stock Move

The pension fund increased its shares of AMC stock by 24% in Q3.

Asset Allocation November 22, 2021

This Month’s Hedge Fund Performance Shows Significant Improvement From Q3

Smaller funds also seem to be outperforming larger funds in the long run.

Research November 5, 2019

Canadian Pension Funds Return 1.5% in Q3

Despite strong year-to-date returns, falling rates have increased liabilities.

Asset Allocation November 26, 2018

Firms Make Last-Minute Dash for Pension Contributions in Q3

Companies bolster pensions while taking advantage of lower tax rate.

Research November 20, 2018

Pension Funds’ Appetite for Private Equity Grows

Asset class is top choice for US, UK public pensions in Q3

Risk November 16, 2018

Hedge Funds Clip Facebook Shares in Q3

The space’s top dogs ditch the social media company’s stock during Zuck’s problematic year.

Research November 16, 2018

Canadian Pension Funds Tread Water in Q3

Declining Canadian equities, weakness in energy stocks weigh down returns.

Research November 1, 2017

Norway’s Government Pension Fund Global Returns 3.2% in Q3

Oil and gas, and basic material stocks, were the fund’s best-performing investments.

Research October 4, 2017

Preqin: Venture Capital Deals on Track for All-Time High

Despite lower volume, VC deal values are breaking records.

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.