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Alternatives

Why pursue direct lending in the core middle market?

Attractive yields, inflation hedge, the potential to meaningfully mitigate downside risk – it’s no wonder that middle market direct lending continues to attract growing investor attention, offering a compelling opportunity to generate significant income in an otherwise yield-depressed environment. Invesco’s recent Strategy Insight explores the current opportunity set and key investment success drivers.

Hedge Funds 2.0: Back to the future

As competition for institutional assets becomes even fiercer, more hedge funds are refocusing on individual investors.  As hedge funds eye a return to the retail market, competitive pressures and institutional gatekeepers will steer the industry toward innovation and operational excellence.

Leverage does not equal risk

Does higher leverage always imply higher risk? Not always – leverage can also be used to improve diversification and risk-adjusted returns, while minimizing the concentration in a portfolio.

Opportunistic Credit Forecast: Clouds Won’t Overshadow Investment Opportunity

Special situations don’t have to imply high risk. Exposures to “all-weather” opportunistic strategies can be a return enhancer within an alternatives allocation that offers both the income of private credit with equity-like returns.

Highlights from Invesco's CMAs: Prepare for higher inflation and the return of pre-pandemic risks

Invesco's 2022 Capital Markets Assumptions (CMAs) shows the global economy outlook is shaping up to be a lot brighter. However, risks remain as pre-pandemic challenges begin to resurface. The 2022 CMAs cover our top findings for the year ahead as well as some key insights for asset owners in 2022.

The Five Pillars of Resiliency: The Foundations of Grubb Properties’ Essential Housing Strategy

When evaluating a company’s real estate portfolio and strategy, investors need to look closely at its performance history through previous cycles, its approach to risk management, and its emphasis on resiliency. Grubb Properties explains their essential housing strategy through the durability of resiliency-focused markets.

Opportunity and Value in Private Credit

Andrew Edgell, Senior Managing Director & Global Head of Credit Investments, CPP Investments, offers insights on how one of the world’s largest pension funds unlocks the potential in middle-market private debt.

Benchmarking Private Asset Portfolios: Technology is Critical as Investors Venture into New Markets

Allvue’s Benchmarking Private Asset Portfolios: Technology Is Critical as LPs Venture into New Markets details how a deeper understanding of portfolio performance through automated performance analytics and benchmarking can improve efficiency and lower costs for investors with complex, multi-asset portfolios.

Creating an Industry Standard Approach to Document and Data Management

Alternative and private markets often create significant operational complexity for investors, allocators and asset servicers alike. While headcount is shrinking, client needs are expanding and compliance burdens are increasing. It’s a difficult problem that only a blend of technology, innovation and expertise can solve.

The Durability of Resiliency-Focused Portfolios: How Grubb Properties Leverages Growth and Cyclicity to Drive Its Market-Leading, Essential Housing Strategy

When evaluating a company’s portfolio and strategy, investors need to look closely at its performance history through previous cycles, its approach to risk management, and its emphasis on resiliency. Grubb Properties explains their essential housing strategy through the durability of resiliency-focused markets.

From Alternative to Mainstream

Alternative investments were once a relatively small island in the investment industry, but investor demand for portfolio diversification and higher return potential are moving alternatives into the mainstream.

Essential Housing: Resiliency in a time of scarcity – a unique approach to the U.S. housing crisis

The U.S. faces a severe housing affordability crisis, particularly in moderately priced, urban,  rental housing, driven by demographic demand and supply constraint. Developing more Essential Housing is critical to addressing this crisis – and provides a resilient, risk-mitigated investment strategy. 

The Next Frontier of Software Investment and the Private Markets

The private markets continue to play an active role in the development of the software sector. In this whitepaper, Vista Equity Partners explores the sector’s strong performance and the continuing opportunities for growth and investment.  

The Rise of the Venture Secondary Market

The venture capital market has evolved substantially over the past decade. Until recently largely viewed as a more nascent private markets asset class, VC is starting to reach maturation, with secondaries transactions being a strong driving force.

Investment Portfolio Excellence: The Conviction of One Truth

New research from SimCorp and Chartis exposes a widening gap between organizations that have access to real-time, accurate data across their portfolios – or One Investment Truth - and those who don’t have this holistic view.

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June 20, 2022 page one

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  • Topics
    • Alternatives
    • Consultants
    • Coronavirus
    • Courts
    • Defined Contribution
    • ESG
    • ETFs
    • Hedge Funds
    • Industry Voices
    • Investing
    • Money Management
    • Opinion
    • Partner Content
    • Pension Funds
    • Private Equity
    • Real Estate
    • Russia-Ukraine War
    • SECURE Act 2.0
    • Special Reports
    • White Papers
  • Rankings & Awards
    • 1,000 Largest Retirement Plans
    • Top-Performing Managers
    • Largest Money Managers
    • DC Money Managers
    • DC Record Keepers
    • Largest Hedge Fund Managers
    • World's Largest Retirement Funds
    • Best Places to Work in Money Management
    • Excellence & Innovation Awards
    • WPS Innovation Awards
    • Eddy Awards
  • ETFs
    • Latest ETF News
    • Fund Screener
    • Education Center
    • Equities
    • Fixed Income
    • Commodities
    • Actively Managed
    • Alternatives
    • ESG Rated
  • ESG
    • Latest ESG News
    • The Institutional Investor’s Guide to ESG Investing
    • ESG Sustainability - Gaining Momentum
    • Climate Change: The Inescapable Opportunity
    • Impact Investing
    • 2022 ESG Investing Conference
    • ESG Rated ETFs
  • Defined Contribution
    • Latest DC News
    • DC Money Manager Rankings
    • DC Record Keeper Rankings
    • Innovations in DC
    • Trends in DC: Focus on Retirement Income
    • 2022 Defined Contribution East Conference
    • 2022 DC Investment Lineup Conference
  • Searches & Hires
    • Latest Searches & Hires News
    • Searches & Hires Database
    • RFPs
  • Performance Data
    • P&I Research Center
    • Earnings Tracker
    • Endowment Returns Tracker
    • Corporate Pension Contribution Tracker
    • Pension Fund Returns Tracker
    • Pension Risk Transfer Database
    • Future of Investments Research Series
    • Charts & Infographics
    • Polls
  • Careers
  • Events
    • View All Conferences
    • View All Webinars
    • 2022 Retirement Income Conference
    • 2022 Managing Pension Risk & Liabilities
    • 2022 WorldPensionSummit