Thought Leadership

The Benefit of Putting Risk Above Returns

Mike Dieschbourg, managing director at Federated Investors, talks about why alternative strategies are gaining traction with investors.

Empowering CIOs to Drive Innovation

To ensure that their staffs squeeze out the maximum risk-adjusted returns across their entire portfolio—spanning traditional and alternative assets, such as private equity, hedge funds and real estate—many CIOs are working with asset managers in new ways.

Risk Parity in an Unlikely Place

Carlyle acquired OKLO Financial in 2013, bringing it in-house to create the firm’s first business focused on quantitative trading in liquid strategies. Jaipal Tuttle discusses the acquisition and its place within the Carlyle and risk parity universes.

If Everything Correlates, How Will Risk Parity Perform?

Columbia Management believes that market conditions in 2015 will echo recent periods, with episodes of higher correlation among asset classes continuing. What effect will this have on risk parity portfolios, and on those who practice risk parity investing?

Hedge Fund Investing After Seven Lean Years

Since the onset of the global financial crisis, there has been a notable deceleration in hedge fund returns, and correlations with equities have often been higher than investors expected.

Evaluating the Progress of Emerging Markets

Lazard Asset Management discusses interest rates, emerging markets, and investor sentiment going forward.

Looking Ahead to a Low Carbon Future—and Taking the Profits Now

A conference in Bellagio hosted by the Rockefeller Foundation sparked the idea of creating an innovative  investment opportunity for those who believe in climate change—and those who don’t.

The Many Nuances of Fixed Income

Voya on how fixed income can be just as exciting as any other asset class despite much talk of alternatives and other “sexy” investment strategies.

Back to Basics

Investors that are confident about meeting their objectives are left wondering whether these complicated investments are worth the risks and the fees charged.