The importance of employing both explicit and implicit protection strategies to address different types of crises.

In this white paper Bipsync demonstrates through 3 client use-cases the advances in research management technology that can streamline your research, content, and diligence requirements. You'll see why clients find Bipsync’s highly-configurable, process-driven and modern platform a welcome change.

Investors with allocations to emerging market debt now need to understand the true impact on developing economies of long run factors like climate change and human capital development.

For many buy-side firms, managing market and reference data continues to be expensive and time-consuming. While enterprise data management (EDM) systems may have boosted data quality and operational efficiency, they have typically fallen short on delivering the agility needed to keep up with market, business and regulatory change.

With public pensions generally providing a reasonable retirement for covered workers, these programs are facing low return expectations and need reduced costs, greater operational efficiency and better access to top tier diversifying strategies. Having sufficient scale may help realize those objectives.

This new report explores the fundamentals of TPA, how it differs from the traditional strategic asset allocation model and gives real-life lessons from asset owners who have embarked on this journey.

Covid-19, a stepping stone to fixing climate change. There’s a clear inter-play between the global pandemic and climate change, as a new report commissioned by Pictet Asset Management from Oxford University’s Smith School highlights. Discover emerging markets' and investors’- pivotal role in solving the climate crisis.

The COVID-19 related sell-off in corporate bonds in the first quarter 2020 caused some commentators to express concern about the liquidity and functionality of fixed income ETFs. But our analysis shows the liquidity of corporate bond ETFs remained resilient in the COVID-19 shock.

How to construct, monitor, and manage a multi-manager portfolio of managers is a perpetual challenge for asset owners. In this paper, we perform risk decomposition using a risk attribution framework, we explain how asset owners can improve their portfolios.

Impact finance has become a keystone in the sustainable investing ecosystem. It provides exposure to activities that offer a direct, measurable and positive outcome to society and the environment.

Factor investing is a simple concept. Factor exposures drive the performance of diversified portfolios. With a construction technique that furnishes the ability to achieve precisely controlled factor exposures, it's possible to construct factor strategies—and their opposites—transparently.

ESG in institutional investing, who decides? Verus CIO, Ian Toner lays out approaching the challenge of building customized ESG advice and service to clients, and outlines the significant resource commitment required to provide tailored support.

In this paper, Peter Zangari outlines how major societal shifts, led by technology, are changing the way we live our lives and have also massively impacted the way investment managers manage assets, conduct research and communicate with clients.

Key takeways from this paper:
1) Understand the need for green taxonomies
2) Examine the EU Taxonomy and FTSE Russell’s Green Revenues Classification System
3) Learn how the Green Revenues model provides a steppingstone for investors to comply with EU Taxonomy regulation

Gold has been one of the best performing assets so far in 2020, functioning as a hedge for investors. As we look forward, there may a deceleration of gold consumer demand but this will likely be offset by strong investment demand as investors look for effective ways to protect their wealth and improve portfolio performance.