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Wealth Manager Investment Survey
A new study, featuring data from 120 wealth managers around the globe, identifies significant changes in investment capabilities, ESG integration and strategy.
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How to Build a Hedge Fund Allocation
Hedge fund portfolio construction has changed. This brief paper outlines key considerations for developing ‘liquid alternatives’ portfolios.
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Beyond Labels: Navigating the Multi Asset Universe
The universe of strategies that invest across multiple liquid asset classes is increasingly large, diverse and complex. A new taxonomy helps investors to understand the space and develop a robust
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Renewable Energy Infrastructure: Lessons from Manager Selection
The renewable energy infrastructure landscape is evolving rapidly, as are asset managers’ strategies. This paper illustrates key developments, including case studies of recent manager
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Low Vol Troubles Highlight Active Manager Approaches
Although the Low Volatility factor has delivered disappointing results during the Covid-19 era – and active low-volatility equity strategies produced extremely mixed performance outcomes as a
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Nordic and Dutch Investors Drive Impact Innovations
Nordic and Dutch investors are shifting the ESG agenda decisively towards ‘impact’ – whether that takes the form of measuring non-financial portfolio outcomes ex post or targeting social and
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ESG Asset Owner Survey: How Are Investors Changing?
How are investors’ ESG priorities and practices changing? We surveyed 256 asset owners around the globe with assets in excess of US$7 trillion to discover which approaches they now use and
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Digging into Diversity Part 1: Infrastructure Managers
With diversity becoming an increasingly visible priority for investors, how do asset managers measure up? In this article we take a closer look at infrastructure managers, where recent searches
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Asset Owner Survey: Managing through Uncertainty
As the global pandemic unfolds, 368 investors representing $11 trillion in assets share their lessons learned, key portfolio changes and expectations for the year.
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Storebrand’s ESG Journey from Exclusions to Solutions
When Storebrand first established a sustainable investment team in the mid-1990s, ESG investing still represented largely uncharted territory, with little external data available.
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Investment Management Fees: Is Competition Working?
The latest edition in bfinance’s biennial Investment Management Fees series. New analysis highlights areas where investors may be able to benefit from pricing trends, with ESG/Impact at the
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What Does “Paying for Alpha” Really Mean?
“Paying alpha fees for beta performance” has become an investor bugbear. This has created a need to differentiate more carefully between outperformance derived from established risk factors and
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Investing in Renewables: Navigating the Transition
Once a small niche of the infrastructure asset class, renewable energy investing has exploded in size and maturity with a universe of over 50 managers offering strategies dedicated to the
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DNA of a Manager Search: Equity Overlay
Derivatives-based overlay strategies to protect against equity losses have become increasingly popular through the past twelve months among bfinance clients. The decision to apply a more explicit
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Tender or "Pretender"? - CMA Scrutiny and Pension Fund Procurement
One of the key recommendations in the CMA’s Provisional Decision report is a new mandatory requirement. UK pension funds should, they say, conduct a “competitive tender” when appointing a
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CAT Bonds and ILS: Three Manager Selection Pitfalls
As we pass one of two major annual windows for contract renewals in Insurance-Linked Securities, asset owners are watching closely to see whether the recent rise in premiums will be sustained or
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DNA of a Manager Search: Infrastructure
The latest edition in bfinance’s biennial Investment Management Fees series. New analysis highlights areas where investors may be able to benefit from pricing trends, with ESG/Impact at the
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DNA of a Manager Search: Commodities
Commodity investment is back in the spotlight. This paper – part of the DNA of a Manager Search series – explores one pension fund’s hunt for an enhanced commodity overlay manager. We hope that
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Is ESG Compatible with Passive Management?
We were recently invited by FT’s Pensions Expert to provide an article debating the potentially thorny question: Is ESG Compatible with the Rise of Passive Management? This brainteaser was born
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ESG Under Scrutiny: Lessons from Manager Selection
Environmental, social and governance considerations are increasingly important across all asset classes. Yet ESG priorities and principles varying hugely among investors, creating interesting
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