Wealth Management Advisory Boutique
Are CIOs in danger of losing their information edge? Below we present curated research that CIOs from North America to China, and from Norway to South Africa, should spend time exploring. They touch on long- and short-term financial and economic dynamics pertinent to portfolio positioning in a new market environment. 2024 Edition – Ten-Year Outlook …
A new perspective for ESG strategies Latest data shows that ESG funds suffered record outflows in August. Does this signal a serious change of heart towards sustainable investing? As the insights below will demonstrate, many asset managers remain adamant that a solid approach towards sustainably allocating capital is crucial. Explore these timely research pieces and …
Can a multi-asset approach be the answer? Multi-asset investors are closely watching the shifting macro environment as they look to balance portfolio risk. In this handpicked collection of insights you can find the latest analysis on multi-asset portfolios and the asset classes they invest in. How To Build A Systematic Multi-Asset Climate Portfolio (Man Group) …
The latest insights into the changing world of fixed income Investors are paying closer attention to key fixed income markets as the world continues to adapt to higher interest rates. To aid allocators in navigating this new regime, the collection of insights below offers some of the latest assessments of global credit markets. It touches …
By: Gary Adams, Senior Investment Content Specialist | 14 Sep 2023 Moving beyond simple screening when constructing an ESG portfolio A major challenge investment managers face when using exclusion screens to raise the ESG rating of their portfolios is introduced tracking error. Our latest Special Report presents an evolution of the screening toolset that aims …
Exclusions Evolved: Minimizing tracking error through intelligent optimization Read More »
The latest insights into regulation and compliance Understandably investors’ attention is usually focused on the macroeconomic developments which shape markets. However, changes within the regulatory framework also impact how capital allocation decisions are made. Here are some of the latest insights into key regulatory developments relevant to global investors. Five Things To Know: Digital Digest …
Regulation and Compliance Views | Savvy Investor Read More »
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How can investors hedge against the growing list of risks? Investors today are facing a growing list of risks. These include market risk, liquidity risk, macroeconomic risk, manager selection risk and many more. All of these can turn into the right opportunities if understood properly. This compendium is a primer of contemporary risks facing global allocators …
Long-term views on developing economies China’s slowdown is bound to affect the performance of some emerging markets (EM). However, looking at developing economies from a fundamental perspective, investors can still spot plenty of opportunities. Indeed, the return profile of many EM assets is higher relative to their developed markets counterparts. But so are the risks… …
Good hedging and attractive returns? Yes. Recent data shows that alternative investments have slowed down. This doesn’t mean that allocators aren’t looking at this space, rather they are becoming more selective. This, and many other important insights, can be drawn from the below selection of institutional-grade research. Dive into analysis on real estate, hedge funds, …