How will gold react?
February 19, 2021 01:00:00 AMA new quantitative tool gives investors the ability to see how different economic environments impact the value of gold.
Lessons From 2020: Today’s OCIO Model Passes a Major Test of Governance
February 08, 2021 12:00:01 AMChallenged by the pandemic, the growing OCIO market passed major tests of governance and communications last year as providers helped plan sponsors and other institutional investors navigate uncharted waters.
How to make the most of dry powder
December 14, 2020 01:00:00 AMDiversification and liquidity can safely kindle the performance of institutional investors’ dry powder assets while they wait for private markets to call.
In Quest for Diversification, Institutional Investors Take a New Look at Private Markets
November 30, 2020 01:00:00 AMInstitutional investors have long thought of private markets primarily as a means to boost returns, but challenging economic conditions this year have many rethinking the role that private market investments can play in their portfolio.
Target-date design: Holding fast to a strategic view in the face of uncertainty
November 16, 2020 01:00:00 AMThe world is awash in uncertainty, from the uptick in COVID cases around the world to Brexit issues, virus-aid gridlock in the U.S. and the recent U.S. presidential election. The question for long-term investors — both employees saving for retirement and the employers sponsoring retirement plans — is whether the uncertainty and market volatility warrants a change in strategic direction.
The third era of LDI: Interesting investment choices in a world of uncertainty
November 02, 2020 01:00:00 AMIn this roundtable discussion, three experts share practical insights and prudent strategies, through diversification or rebalancing, that pension funds can consider today as they look out at a low-yield environment that is likely to last for some time.
Managing Stable Value in an Environment of Heightened Risk, Uncertainty
October 05, 2020 01:00:00 AMOver the past six months, the COVID-19 pandemic has brought unprecedented uncertainty to capital markets and the economy, including consequential impacts in the credit markets.
Published October 5, 2020LDI immune to COVID-19 but lack of diversification persists
October 05, 2020 01:00:00 AMLDI is still a work in progress for many pension plans — not only in making more rational long-term investment decisions but in determining the optimal mix of fixed income assets, often beyond traditional investment-grade corporates, to make those decisions work.
Published October 5, 2020Real Assets: A Nimble Option for Institutional Investors
September 21, 2020 01:00:00 AMThe ability to determine different levels of exposure for each subasset class makes a real asset allocation a nimble option for institutional investors’ overall asset allocation.
Navigating Your Fixed Income Portfolio Amid the Pandemic
September 07, 2020 01:00:00 AMWith interest rates hovering near zero, the Federal Reserve doing everything in its power to keep the economy afloat and money flowing through the economy, and the U.S. facing both a pandemic and a presidential election, what should fixed-income investors do?
Published September 7, 2020Institutional investors could be missing opportunity in securitized credit
July 27, 2020 01:00:00 AMAs institutional investors reevaluate their holdings amid coronavirus-related volatility and economic uncertainty, one area that merits consideration is an allocation to securitized credit.
Published July 27, 2020Investing during a pandemic: Three results a global fixed income strategy can deliver
July 13, 2020 01:00:00 AMIn this environment, a high quality, global developed market fixed income strategy, managed appropriately, can offer U.S. dollar-based investors three quintessential results that can be more difficult to reach today than any time in recent history: return enhancement, downside protection and diversification beyond their home market.
Published July 13, 2020China’s Recovery Shows Positive Signals for Long-Term Investors
June 29, 2020 01:00:00 AMA number of economic and market fundamentals have lifted China toward recovery more rapidly than many expected, and which continue to underpin long-term share price performance.
Published June 29, 2020Will the pandemic reverse the active-to-passive movement?
June 29, 2020 01:00:00 AMBiagio Manieri, managing director and chief multi-asset class strategist at PFM Asset Management, discusses economic ramifications of the pandemic as well as the question of whether passive or active strategies are better suited to take advantage of a market rebound.
Published June 29, 2020
With risk and volatility elevated, multi-asset strategies may provide stability
June 01, 2020 01:00:00 AMInvesco portfolio managers Scott Wolle, chief investment officer, global asset allocation, and David Millar, head of multi-asset, discuss what they are hearing from clients about the current risk climate and offer insights into strategies for resetting allocations to help optimize potential investment outcomes and provide some downside protection.
Published June 1, 2020Emerging Markets: Has the Coronavirus Changed the Game?
May 18, 2020 01:00:00 AMEmerging markets have not escaped the wrath of the global pandemic and for institutional investors, the damage raises serious concerns about growth and return potential.
Published May 18, 2020Trend following in the time of COVID-19
May 18, 2020 01:00:00 AMOne investment strategy not commonly considered as part of a risk mitigation arsenal but that can provide significant downside protection without the drag of a hefty premium during periods of drawdown is trend following.
Published May 18, 2020Volatile Markets Highlight the Importance of Thinking Long Term
May 18, 2020 01:00:00 AMKeith McDonagh, MassMutual’s head of institutional solutions, talks about how the firm’s clients are keeping their focus on long-term goals even as they face pandemic-related uncertainty on many levels.
Published May 18, 2020The Forgotten Participant – What’s Missing from the DC Investment Menu?
April 06, 2020 01:00:00 AMNew research from Invesco suggests there is room to evolve the DC investment menu to address the needs of these “Forgotten Participants” — those who want to feel in control of their investment decisions but would benefit from an investment menu with more avenues to professionally managed options.
Published April 6, 2020OCIO mandates climb as institutional investors dig into fiduciary, operational issues
March 23, 2020 01:00:00 AMTwo OCIO experts — Jim Link, managing director at PFM Asset Management, and Ian Toner, chief investment officer at Verus — explain why institutional investors have become more attracted to OCIO, clarify how a board’s key governance responsibilities shift under OCIO and offer practical insights on the key benefits and challenges of these programs.
Published March 23, 2020SECURE Act Roundtable
March 09, 2020 01:00:00 AMIn this roundtable discussion, the panelists highlight key provisions of the law, point out what plan sponsors should pay attention to and why, and predict which features will have the most lasting impact.
Published March 9, 2020The power of portfolio flexibility and why it’s so important today
February 24, 2020 01:00:00 AMWhether seeking to increase funded status, meet return targets or improve portfolio diversification, institutional investors need to be risk aware when investing in international and emerging market strategies. Yet traditional approaches to risk management can be limiting.
Published February 24, 2020ESG Roundtable: Climate change becomes No. 1 topic as adoption rates diverge
February 10, 2020 01:00:00 AMWith remarkable divergences in ESG adoption across regions and by asset class, three leading experts discuss both the “push” and “pull” factors driving institutional ESG investing today.
Published February 10, 2020A Growing Institutional Market for Venture Capital
February 10, 2020 01:00:00 AMAs the innovation economy continues to evolve, so does the outlook for the venture capitalists who are funding its expansion and the resulting economic growth. This means potential opportunity for institutional investors.
Published February 10, 2020Key to designing effective multi-asset portfolios is understanding not only goals, but also constraints
January 13, 2020 01:00:00 AMA multi-asset strategy can serve institutional investors well when they are faced with choppy markets and a high degree of uncertainty ― like today. Published January 13, 2019