Table of Contents
Issue Date: Monday, November 16, 2015
A confluence of global trends has created a credit-picker's market that has both portfolio managers and asset owners rubbing their hands together in anticipation.
Investment and science are meeting at a socially responsible intersection, as institutional investors increasingly turn to new ways of deploying technology and data to up their ESG game.
Allocations to emerging markets as one homogenous region remains a largely unattractive bet, but some institutional investors and money managers increasingly are turning to specific countries or regions to try their investment luck.
U.S. public pension funds looking to follow their peers in Canada, the U.K. and Australia into public-private infrastructure partnerships face yet another hurdle to direct investing.
Defined contribution plan-design features aimed at improving savings of all participants often are having their biggest impact on the youngest workers.
A little more than three years after Deutsche Bank announced it was merging its asset and wealth management businesses, the global banking giant is breaking them apart.
The formation of Fidelity Institutional Asset Management marks the end of the road for Fidelity Investments' long-struggling institutional business, Pyramis Global Advisors.
Private fund investors and managers are hearing a clear message from Washington: Partnerships that until now have received little attention from the IRS could soon face a new audit regime, with more to come.
Identifying and understanding all investment management fees and related costs still mostly elude large asset owners, even though they've been drilling deeper to identify and track them, especially in private equity and other alternative investments, some consultants contend.
Towers Watson & Co. is facing opposition to its proposed merger with Willis Group Holdings PLC from proxy-voting advisory firms Institutional Shareholder Services and Glass Lewis & Co., and money manager Driehaus Capital Management LLC.
Some of the unicorns prancing through investors' portfolios are worth less as public companies than when the investments were made, meaning paper profits could turn into real losses, industry insiders say.
The collapse of ETF prices on Aug. 24 prompted ETF providers, market makers, stock exchanges and Securities and Exchange Commission officials to begin looking at how to prevent a repeat of that day. But there's no consensus yet on what needs to be done.
The growing number of large startup companies in the U.S. and around the globe is reminding some industry executives of 1999 in the buildup to the spectacular burst of the Internet bubble.
For the second consecutive quarter, small-cap growth strategies dominated the overall one-year domestic equity rankings in Morningstar Inc.'s separate account/collective investment trust database.
Long-duration bond strategies for the fifth consecutive quarter dominated the list of top-performing domestic fixed-income managers for the year ended Sept. 30, according to Morningstar Inc.'s separate account/collective investment trust database.
Investcorp Investment Advisers LLC’s acquisition of the hedge funds-of-funds business of SSARIS Advisors LLC is likely just the first in a string of planned purchases to bolster the firm’s hedge fund capabilities.
It's rare to see the words quantitative and fundamental used simultaneously to describe the investment process of a long/short equity hedge fund strategy, but use of the terms has become commonplace at Maverick Capital Ltd., Dallas.
Retail investors represented more than 90% of the money management industry's net new flows in 2014 and will represent more than 100% in the future, while institutional assets will see outflows, said a new report by money management consulting firm Casey Quirk & Associates LLC.
Sequoia Fund's nearly 30% position in Valeant Pharmaceuticals has highlighted the importance of concentration risk when setting defined contribution lineups.
While money managers continue to grapple with trying to pinpoint the right time to add to emerging markets allocations, institutional investors also are bombarding them with questions about the right way to gain exposure.
Pensions & Investments' ninth annual global pension symposium in Tokyo, under the banner this year of “derisking vs. risk taking,” found Japan's public and corporate pension funds staking out ground on opposite sides of the risk spectrum.
Growth equity and long-duration bond strategies remain top performers.
MyRA, the federal government's just-launched program to encourage workers without access to a workplace retirement plan to begin saving for retirement, gets off on the wrong foot and should be changed.
The Department of Labor’s revised guidance on economically targeted investments is a major breakthrough for asset owners and other institutional investment fiduciaries, as well as responsible investment and the future of sustainable markets.