Could factor investing offer a risk-return edge in USD investment-grade corporate credit? We simulated the past performance of six fixed-income factors — value, low size, quality, momentum, carry and low risk — that broadly align with MSCI’s equity factors.

In EDHEC’s “Research for Institutional Money Management” supplement, Scientific Beta’s researchers look at the performance of factor indices following rebalancing trades, the role of the Size factor in multi-factor portfolios, high-quality single smart-factor indices, a methodology for analysing the macroeconomic risk of equity factors, and low carbon and ESG fiduciary options.

Will the strong momentum gold experienced in 2019 continue? Explore the key trends set to shape the global gold market this year. Also, Qaurum, a pioneering new gold valuation tool is now available to help you understand gold’s drivers and their impact on performance.

The Chinese market is second only to the U.S. in breadth, depth and liquidity, yet it is an afterthought in global benchmarks. Discover what makes China a compelling, stand-alone investment opportunity and why an active-management approach is an optimal method for harnessing this opportunity.

In recent weeks the SEC has proposed regulations that in our view will undermine financial analyst independence. As an organization with long-standing leadership on analyst ethics and need for professional independence, we see a great danger to markets and shareowner governance with the release of its proposals, “Interpretation and Guidance Regarding the Applicability of the Proxy Rules to Proxy Voting Advice.”

A panel of industry experts — John Streur, president and CEO of Calvert Research and Management; Emily Chew, global head of ESG research and integration at Manulife Investment Management; and Edward Farrington, executive vice president of Natixis Investment Managers — all longtime practitioners of ESG investing, demystify the confusion around ESG perspectives for DC plans, decipher the fiduciary concerns and offer ways for plan sponsors to move forward to embrace ESG investing.

Do emergency savings equal better retirement? See our latest research for more insights into the needs and challenges for plan sponsors and participants.

Should high yield investors go global? See how shedding the home-country bias in high yield offers improved potential for diversification and creates meaningful advantages for investors seeking a wider range of alpha sources.

The outsourced chief investment officer business continues to evolve. While OCIO providers still reach out to the industry’s traditional base of defined benefit clients, the second phase is adding business from other institutional investors. P&I discussed these topics in a roundtable discussion with Heather Myers, partner and nonprofit practice leader at Aon; Thomas Meyers, executive director, head of Americas client solutions, Aviva Investors Americas; and Rich Joseph, wealth distribution leader at Mercer.

57% of American workers admit to financial stress, imperiling both their well-being and job productivity. With a data-driven approach, employers can assess the financial needs most relevant to their employees to design customized solutions to help improve their financial wellness.

With 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.

In this roundtable discussion, Todd Thompson, a senior portfolio manager at Reams Asset Management; Sean Banai, head of portfolio management at Voya; and David Zee, a senior vice president at Callan, talk about the pros and cons of carving out an allocation to unconstrained fixed income.

Institutional investors have embraced commercial real estate, but their reluctance to allocate to equity REITs has been costly for beneficiaries over the last decade. As the search for yield continues, a fresh look at equity REITs is warranted.

In our annual Global Investment Forum, BMO's multi-asset team gathered to formulate their annual outlook global market outlook. Topics and findings include environmental issues and decarbonization, Brexit, globalization and shorter term views on the markets.

Intech illustrates factor investing’s fragile alpha potential and increasing constraints. Understand factor exposure beyond advertised claims of compensated risks. You may find the need to diversify – even limit – your exposure to them because of the uncompensated risks they represent.