From geo-political strife to workforce resignations, investor concerns in a current rising rate cycle to increased demand for alternatives and private markets, a host of factors are leading asset owners to seek out OCIO partners. Learn the latest trends in mandates, from diversified strategies to ESG investing, and best practices in working with an OCIO partner.
As institutional investors seek out diversification and yield beyond what they can get from core holdings, the menu of opportunities in alternatives has expanded across assets, sectors and investment approaches. A host of considerations, from inflation protection and liquidity profiles to ESG factors, are at the forefront across the wide range of alternative investments today.
From reading the inflation tea leaves to adopting a flexible, outcomes-based approach appropriate an uncertain macroeconomic environment, this lively discussion offers fixed-income investors plenty of insights and opportunities across the credit spectrum.
In the latest “EDHEC-Risk Institute” special issue of the Research for Institutional Money Management supplement, we look at retirement bonds; the interaction between withdrawal and investment strategies; institutional investment greenwashing; “precision investing portfolios” for liability-driven investors; replication of a commercial property index; and ESG strategy outperformance claims.
As institutional investors stay focused on ESG integration, particularly as it relates to climate change, read about the latest portfolio strategies, advances in data and metrics, emerging sectors and opportunities, and key regulatory developments.
Data, automation and a singular focus on improving retirement security for employees is driving DC plan design and innovation today. Read the latest trends and solutions that plan sponsors are adopting and what’s next.
As institutional investors flood into private credit, the sector has expanded significantly and manager selection is crucial. A middle-market direct lending specialist shares how and why investors can find opportunities in private debt.
The latest Scientific Beta special issue of the “Research for Institutional Money Management” supplement covers ESG strategies, greenwashing, inflation-friendly equity indices, estimation of stock-level exposures to macroeconomic risk, low carbon strategies as a (non) source of alpha, Climate Impact Consistent (CIC) indices, and trade policy risk management.
While there are many forces inspiring institutions to hire an OCIO, there are also different types of OCIOs, and not all are created equal. Given their long histories and heft in investment management, custody and banking, asset managers are occasionally overlooked as potential OCIOs despite their global resources, operating systems and diversified business models. Importantly, partnering with an asset manager OCIO provides the potential for a higher probability of investment success due to three distinct advantages which this paper will explore.
From tactical risk management to LDI, pension risk transfer to BOLIs, read how asset owners are reviewing and refining their strategies to be better positioned in reaching their investment objectives.
