Current Trends in Portfolio Transition Management

What are some of the key drivers in servicing institutional investor clients in transitioning their portfolios? Asset flows. Dispersion. Risk mitigation. Technological advances. Here are the trends that William Cobbett, Head of Transition Management Americas, is seeing from his capital markets desk at Citi in New York, and how they may factor into an asset owner's choice of transition manager.

Weatherproofing a plan’s return-seeking assets

For corporate DB plans, return-seeking assets are often synonymous with traditional equities. That’s fine if market conditions are just right, but it leaves plans vulnerable in many environments. We think the solution is to diversify return-seeking allocations with assets that may perform well in a variety of conditions.

Opportunities in Emerging Market Local Currency Bonds

EMs currently account for more than half of the world’s GDP and around two-thirds of GDP growth—that economic share is only expected to rise as EMs are projected to grow faster than developed markets (DMs) in upcoming years.

Index Option Writing

Why an Underutilized Investment Strategy is Gaining Favor

Pension Strategy:

The Termination Versus Hibernation Debate

Branching Out

Why OCIO Services Are Taking Root in New Markets

Building on Infrastructure

What institutional investors should look for in a provider—and why experience matters.

Is It Time For Risk Parity Strategies To Adapt?

Columbia Threadneedle’s Jeff Knight speaks to the implications of the current market environment on risk parity strategies.