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.
Successful investing requires conviction and discipline. A concentrated portfolio is a high-conviction strategy that can provide a unique risk/return profile to help diversify an equity allocation or act as an alpha-enhancing complement to a passive approach. Explore why concentrated portfolios can be an attractive investment option for long-term investors.
In this insight, our team shares how they were able to navigate a volatile year despite the unprecedented challenges of 2020. And with 2020 behind us, we are closely monitoring key themes and using them to inform the positioning of portfolios to help our clients achieve their goals.
New research found that 65% of investment management firms say operational challenges have left them struggling to meet customer needs. Despite this, only 22% have or are developing a digital portal that gives clients real-time, interactive data about their investments, and gives you insights on what’s important to your clients.
Finding yield is a never-ending quest for fixed income investors. One overlooked way is through securitized assets, which can be a compelling option for investors looking for additional yield on the shorter end of the curve.
With challenge comes opportunity. Allvue Systems’ latest white paper discusses how an end-to-end portfolio management solution that monitors risk and exposure can help LPs leverage new opportunities and make better investment decisions.
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.
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.