Thought Leadership

Published in CIO on March 4, 2019

Building a Business Case for a Multi-Asset Class Portfolio Management Platform

5 Steps to Getting Consensus on Technology Selection and Accelerating Value

Sponsored by Solovis

Published in CIO on March 1, 2019

What Invesco’s Expanded Models Are Saying About Equities, Diversification

An interview with Neil Blundell & Jacob Borbidge

Sponsored by Invesco

Published in CIO on February 25, 2019

Taming Data: How CIOs Can Leverage Technology to Improve Their Operations

CIOs today have access to unprecedented volumes of data that can help in exploring and implementing investment ideas, vetting and monitoring investment managers and overseeing portfolios. But many lack the systems they need to take maximum advantage of the data available to them—or the insights that data could deliver.

Sponsored by Backstop Solutions

Published in CIO on December 11, 2018

Drilling Down for Diversification

Diagnostics help investors see beyond the asset-class level through a factor lens, and identify unintended risk

Sponsored by Invesco

Published in CIO on November 26, 2018

What CIOs Want and Need from Asset Managers

Beyond investment management, CIOs are looking for their asset managers to become partners in setting strategy and managing risk.

Sponsored by Invesco

Published in CIO on October 30, 2018

Managing Pension Risk

How Plan Sponsors Are Using LDI and Alternatives

Sponsored by FACTSET

Published in CIO on September 24, 2018

Fixed income markets and the derisking decision: An LDI update

There's a lot happening in the fixed income markets and corporate plan sponsors have questions. For some answers, we spoke to three members of our LDI Team — Co-Chair Amy Trainor and Portfolio Managers Connor Fitzgerald and Schuyler Reece.

Sponsored by Wellington

Published in CIO on May 4, 2018

Street View: Travel Notes From Russia

UBS emerging markets equities research team

Sponsored by UBS

Published in CIO on November 29, 2017

Alternative Investing: Finding the Right Balance on Transparency

The 2008 credit crisis highlighted the risks associated with having large sums of money invested in opaque, illiquid assets. Nine years later, little has changed to improve transparency in...

Sponsored by Northern Trust

Published in CIO on November 28, 2017

Participant Communications: It’s Not What You Say, It’s What They Hear

What you think you’re saying about your retirement plan may not be what participants are hearing can be bad for you and for them.

Sponsored by Invesco

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.