Industry Voices

As rates rise, investors scramble to lock in gains

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Investors' interest in taking gains before they disappear is growing, and shorter-duration or floating-rate products are drawing increasing interest.
 A dream of the '90s lives on: What GSTPA teaches us about blockchain

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The idea of fully automated trade processing has awoken from its long slumber with the emergence of distributed ledger solutions such as blockchain.
Pop song portfolio construction

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Private equity fund managers should consider constructing portfolios using a strategy employed by some musicians when creating pop albums.
Equities in a rising rate environment

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As markets prepare for likely interest rate hikes from the Federal Reserve, concern has grown regarding the possible implications for equity valuations.
Liquid alternatives – 2.0

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The first generation of liquid alternatives often failed to deliver the promised diversification benefits, paving the way for a new generation of products.
What Trump's energy independence policy means for investors

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President Trump's first steps to roll back Obama-era regulations governing coal's use in energy production may sound good, but economic not regulatory factors are leading the decline.
Rewards for infrastructure investing come with a price

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Given the inherent focus on sustainability, core infrastructure exposure is increasingly prized in institutional portfolios -- and reflected in the price.
Integrated technology: unlocking alpha through greater efficiency

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By creating better control of enterprise data, money managers can gain much needed operational efficiency, make more informed business decisions and ultimately drive performance.
Preparing for ESOP repurchase obligations

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ESOPs provide owners and stockholders of private companies with advantages when making the transition to successor owners, creating a market for the stock while also providing tax and liquidity...
Investment return assumptions of public pension funds

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Historical performance and current asset class allocations, among other reasons, suggest U.S. public pension plan forecasts may prove too optimistic.
Target-date funds: Same destination, different (glide)paths

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When selecting the optimal glidepath, retirement plan executives need to examine how a manager's approach aligns with their plan's unique needs.
The S&P 500's hidden $828 billion annual expenses

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Research into the dilutive costs of equity stock buyback programs and stock-based compensation found they add an average of 4.1% annually to the costs of owning an S&P 500 index fund.
 Private equity: a state of constant renewal

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As with many industries, private equity has experienced a continual cycle of rebirth as new firms and strategies are formed and others fall by the wayside.
Inflation innovations: Return ideas for fixed-income investors

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The ever-changing investment landscape has thrown up a fresh challenge: Inflation is back. For fixed-income investors this typically means increased yields and the possibility of looming losses, but...
Valuing fund interests of increasing concern?

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The definition of fair value remains unchanged, but robust fair value measurement remains an evolving global topic. The trend is toward higher quality, greater consistency and better transparency.