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Equity Market Neutral: Sector in Brief
Equity Market Neutral (EMN), valued at around US$50 billion, is a niche and distinct fragment of the broader Equity Long/Short family, currently estimated to be worth US$1.1 trillion. This pure
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Investment Management Fees: Fairness Revisited
Amid macroeconomic shifts and changes in the investment industry, fees and alignment of interest require fresh attention. This Investment Management Fees report considers the latest fee data and
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Top Investor Surveys Part Ways on Asset Allocation Expectations
Credible asset owner surveys can be a useful source of insight for both investors and the asset managers/advisers that serve them. Their headline findings often tend to focus on expected changes
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Passive ESG Investing Needs Careful Attention Amid 'Backlash'
From the pages of the Financial Times and Reuters to the hallways of investment conferences, noise of an ‘ESG Backlash’ has echoed around the asset management industry through recent months.
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Asset Manager Selectors: Three Themes to Watch in 2024
The 2023-4 period has brought new challenges for institutional investors, affecting both strategy and investment manager selection – the task of identifying the right products and the right
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Money for Nothing? Hedge Funds Haven’t Budged on Hurdle Rates (Yet)
Although two years have now passed since the Federal Reserve started rapidly hiking interest rates, the likelihood that your hedge fund manager will have a ‘hurdle rate’ for their performance
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Carbon Trading Strategies: Sector in Brief
This report provides a concise introduction to the investment characteristics of carbon compliance credits and the growing use of this emerging asset class by hedge funds, traditional asset
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Investment Grade Corporate Bonds: Understanding Manager Performance
Investor appetite for investment grade fixed income grew significantly last year but active managers are coming under scrutiny. This report examines corporate bond manager performance and
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As Operational Risks Evolve, Investors Must Scrutinise Service Providers
Pension regulators around the globe are sending clear messages that investors must strengthen their operational frameworks and that trustees can be held accountable if they do not.
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Climate and Biodiversity in Equity Investing
The climate imperative is driving new practices across all asset classes. Equity portfolios are typically on the strategic front line, thanks in large part to the availability of data that can
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Investor Spotlight: Blue Sky Pioneers Integrated Portfolio Management
The Dutch pension industry is undergoing seismic shifts. Long-anticipated reforms enacted in July 2023 ushered in a Defined Contribution system that is set to be unique among global counterparts.
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Natural Capital Investing
Strong market fundamentals and climate impact potential have driven a surge in institutional investor demand for ‘natural capital’ such as timberland, agriculture and ‘nature-based solutions.’
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Investor Spotlight: The Evolution of Italy’s Pension Landscape
More than two decades have passed since the arrival of complementary pension provision in Italy, which brought with it a massive regulatory overhaul. bfinance spoke with Salvatore Casabona to
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What Is Sustainable Infrastructure Investing Now?
What does sustainable investing look like now in infrastructure? What are the major strategy/fund types available currently to investors in this sector? And to what extent do these strategies
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Searching for GEMs in ‘All Country’ Global Equity Strategies
In the landscape of ‘global’ active equity strategies, the pendulum has—slowly but surely—swung toward strategies that span both developed and emerging markets. Yet how credible are these broader
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Time for Charities to Upgrade Investment Approach, Clarify ESG
Thanks to recent guidance from the Charity Commission for England and Wales, UK charities became the latest cohort of institutional investors to receive official endorsement for considering ESG
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‘Ex-China’ Emerging Markets: A New Great Wall in Equities?
New manager research from bfinance reveals the proliferation of ‘Emerging Markets ex-China’ equity strategies. This is now becoming recognised as a distinct segment within the equity management
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Investor Spotlight: Social Impact in Focus for Italian Bank Foundations
Italy's ecosystem of banking-originated Foundations is unique in the financial world. Created as part of a major banking system reform in 1990, these entities—which became the shareholders of
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Outsourced CIO (OCIO) - Sector in Brief
The ‘Outsourced Chief Investment Officer’ (or ‘OCIO’) investment model is on the rise. Market volatility, increased portfolio complexity and growing regulatory burdens are encouraging the trend
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Private Equity Secondaries - Sector in Brief
Secondaries are under the spotlight due to a combination of surging fundraising activity, low pricing and investors’ current portfolio pressures. This concise ‘sector in brief’ reviews the latest
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