Industry Voices

Commentary: The EM narrative is only just beginning

Industry Voices

Industry Voices

Long-term investors should recognize the changes that will support emerging market stocks over the next decade.
Commentary: Pension funds hold the key to unlocking investment in growth companies

INDUSTRY VOICES

INDUSTRY VOICES

Funding sources for U.K. businesses in early and growth stages are few and far between. Institutional investment can help fill the gap.
Commentary: Private debt — a source of returns in a low-return world?

INDUSTRY VOICES

INDUSTRY VOICES

For investors familiarizing themselves with private debt, several questions remain, particularly as the field becomes more crowded and complex.
Commentary: Greater transparency in the new ADV

INDUSTRY VOICES

INDUSTRY VOICES

New information provided in the amended Form ADV will provide investors valuable insight into their managers' businesses.
Commentary: Hidden behind the headlines

INDUSTRY VOICES

INDUSTRY VOICES

Investors need to look behind headline fees to understand the actual fees they could be paying hedge fund managers.
Commentary: Stress testing a critical need for public pension funds

INDUSTRY VOICES

INDUSTRY VOICES

To ensure viability and resistance to financial shocks, state pension plans should undertake annual stress-tests and sensitivity analyses and disclose the findings publicly.
Commentary: Time to do some spring cleaning on your portfolio

Industry Voices

Industry Voices

Investors should do some spring portfolio cleaning to ensure they're ready for the uncertainties the remainder of 2018 may hold.
Commentary: Inclusion of high-fee funds not necessarily a breach of fiduciary duty

INDUSTRY VOICES

INDUSTRY VOICES

Our findings call into question plaintiffs' claims that using higher fee funds in DC plans is necessarily against participants' interests.
Commentary: Is ESG a factor?

INDUSTRY VOICES

INDUSTRY VOICES

Systematic factors such as quality, value and momentum have a historical track record of outperformance. Can ESG be part of this group?
Commentary: Will the rising tide of tax reform lift all economic boats?

Industry Voices

Industry Voices

The recent tax overhaul has bid up stock prices but the legislation could also stoke economic growth and corporate earnings.
Commentary: Credit investing – bias beware as the cycle turns

Industry Voices

Industry Voices

A sound portfolio construction process is critical to avoiding the pitfalls of behavioral biases.
Commentary: Impact investing goes mainstream

Industry Voices

Industry Voices

Impact investing is proving to be a useful tool among institutional investors who want market, or better, returns from investments with a social mission.
Commentary: It's cultural – why investment management has yet to fully embrace machine learning

Industry Voices

Industry Voices

Machine learning might transform the investment management industry, but the obstacles seem as much cultural as technical.
Commentary: Pay gap paradox

INDUSTRY VOICES

INDUSTRY VOICES

The biggest accomplishment of the U.K. gender pay gap study is how it changes the equation for women in the fight for equal pay.
Commentary: Finding serenity while managing risk

INVESTING/PORTFOLIO STRATEGIES

INVESTING/PORTFOLIO STRATEGIES

A new measure of portfolio risk, the serenity ratio, might assist investors in making prudent investment decisions.