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.

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.

ESG investments are already norm. Asset owners who are ahead with ESG investments will need to understand the risk characteristics of high ESG-rated stocks, when managing ESG incorporated portfolios. You will find out the hint in this paper.

CME Group recently collaborated with Pensions & Investments (P&I) to survey the attitudes and allocation preferences of today’s institutional investors, given the current market environment and the use of alternative investment strategies. Examine the findings in this whitepaper.

At State Street Global Advisors, we are committed to creating long-term sustainable value for investors. In 2018, we focused our efforts on three key sectors (retail, pharmaceuticals and materials) and five themes (climate risk and reporting, gender diversity, sustainability and long-term strategy, compliance with corporate governance principles and pay strategies). We also unveiled our groundbreaking ESG scoring system, R-FactorTM.

The growing chorus of concern (and scrutiny) over the leveraged loan market has not gone unnoticed – but is it warranted? In this paper, we take a closer look at leveraged loans and how today’s market differs from pre-crisis times.

Benchmark selection matters--even when indices seek to measure the same market segment, their risk/return profiles can differ. Find out what's driving performance differences between the S&P SmallCap 600® and the Russell 2000.

Launched in 2018 just prior to the global financial crisis, the MSCI Minimum Volatility indexes’ behavior “out-of-sample” since launch, have led to adoption by a large number of asset owners. Here, we investigate changes in the indexes’ behavior before and after launch across regions.

While used extensively by active managers as part of their security-selection decisions, the growth factor has been largely left out of the factor-index investing landscape. MSCI explores why and offers a way to capture this factor with a systematic, rules-based approach.

Invesco Vision weaves together the art and science of decision-making, allowing investors to pursue better-informed, purposeful outcomes. The capabilities of the portfolio management decision support system guides investors to identify solutions aligned with their preferences and objectives.

Our latest Investment insight considers the outlook for distressed debt investing in Europe and where to find opportunities to invest at this point in the cycle.

Endowments and foundations are typically governed by an investment committee that oversees the organization’s perpetual portfolio. To be successful, committee members must develop a clear set of investment beliefs that will influence sound investment decisions—now and in the future.

Although factor allocation based on simple diversification techniques have performed well historically, some investors utilize a dynamic approach by adapting factor allocations. We discuss a framework that aims to adapt multi-factor allocations to changing market environments while preserving some benefits of multi-factor investing.

Invesco Vision is a portfolio management decision support system specifically developed to allow investors to carefully apply their judgement, aided by relevant information about the choices and trade-offs with which they are faced, to make better informed investment decisions that are aligned with achieving their specific investment objectives.

Risk parity strategies embody diversification—across time and asset classes. However, because there are so many ways to implement these strategies, it can be difficult to define an appropriate benchmark. Discover one transparent, investable solution.