Consultants

Cautious – Patient – Selective: A New Mindset for a Shifting Risk and Low Expected Return Environment

Published by: Janus Henderson Investors

Debates abound on what to make of financial markets’ recent behavior. We assess the fundamentally driven changes and outline several levers of active management that investors can pull to help close the return gap.

How the Risk Measures play important roles for Tail Risk Management and Diversification

Published by: Nissay Asset Management Corporation

In multi-asset allocation framework, this paper proposes the effective tail risk management using two risk measures, lower tail-dependence based on Copula and CVaR. This paper also seeks the enhanced Risk Parity Portfolio using co-integration relationship in multi period optimization problem.

The Technology Frontier - Investment Implications of Disruptive Change

Published by: PGIM

We are living in an era of unprecedented technological change. As such, we believe the implications for investors will be profound. PGIM's latest megatrend research examines how technology is unleashing disruption beyond Silicon Valley and transforming investment opportunities across industries, asset classes and geographies.

Blockchain solutions to ESG problems

Published by: BMO Global Asset Management

Cryptocurrencies have been surrounded by hype and controversy - but the technology behind them, blockchain, is rapidly demonstrating its potential as a powerful sustainability solution. While offering advantages in many ESG related areas this relatively new technology has several issues to overcome.

Finding Winning Funds through Factors

Published by: Style Analytics

The investment industry has firmly embraced factor investing as a way to try to generate superior returns and manage risk, but have the benefits of analyzing factors within portfolios been fully recognized?

The Happiness Formula

Published by: State Street Global Advisors

Exploring retirement realities around the world reveals areas of uncanny consistency, persistent gaps, and a formula for happiness. Learn more at www.ssga.com/gr3

The volume of disclosed information and impression management affect ESG evaluation

Published by: Nissay Asset Management Corporation

ESG scoring has become a popular tool for investors and portfolio managers but they should understand that ESG scoring comes with some bias. Nissay Asset Management uses a simulation model to analyze the effect of corporate information disclosure on ESG scoring.

Making an Impact Through Active Equity Ownership

Published by: ClearBridge Investments

Public equities, by virtue of their global scale, make powerful impacts all over the world. At ClearBridge, we amplify this impact by being intentional active investors through capital allocation and direct company engagement, driving positive change while contributing to financial returns.

Tapping a Misunderstood Alpha Source - Effective Corporate Bond Portfolio Construction

Published by: Aviva Investors

Learn how bond portfolio construction can help uncover alpha sources.

Mapping China’s Rise to Asset Class Status

Published by: KraneShares

Is it time to declare that the world’s second largest economy and equity market is an asset class? We developed a framework based on comprehensive research that shows China is more than just an opportunity, it's a strategic investment category.

Global vision, local benefits: A framework for multi-national companies

Published by: BlackRock

A growing number of multi-national companies are embracing a globally-coordinated approach to managing their retirement plans. To help you build on your retirement plan vision, BlackRock has created a framework for designing global retirement principles and governance.

The Relevance of Gold as a Strategic Asset

Published by: World Gold Council

Gold can play a fundamental role in a portfolio. Our analysis shows that adding 2%, 5% or 10% in gold over the past decade to the average pension fund portfolio would have both increased returns and reduced volatility, resulting in higher risk-adjusted returns.

Tight Spreads Shouldn’t Diminish High Yield’s Appeal

Published by: Artisan Partners

Despite tight credit spreads, Artisan Partners Credit Team believes the benign credit backdrop of strong economic momentum and low default activity should create a favorable environment for high yield investors going forward.

Benefits and Beyond: How Employers Think About Financial Wellness

Published by: Prudential

As a long-standing provider of employee benefits; Prudential sponsored a survey to gain perspective on how employers think about their benefits programs overall, and gauge the role that financial wellness programs play.

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