AXA Investment Managers has shown that, in the coronavirus crisis, funds and strategies which have an ESG bent outperformed those that didn’t. This is intuitive. The client note supports the notion that an observance to ESG principles adds value for
Northern Trust has announced a new service to help institutional investors and their managers analyse their portfolios for ESG factors. It’s available through the big custodian’s Investment Risk & Analytical Services (IRAS) group. According to Serge Boccassini, the senior vice
Applying professional after-tax management in the transitioning of portfolios by super funds can save at least 30bps in the portfolio’s change-over costs, according to new research by Parametric, the specialist implementation manager. Transition managers don’t always look closely at after-tax
The prestigious MIT Sloan School of Management, with the assistance of State Street, has produced a paper which questions long-held assumptions about the true volatility of private equity investments. It is particularly relevant right now when some big investors are
While multi-asset strategies have gained popularity in recent years, mostly due to Schroders’ success in Australia and internationally, they are not all the same. Morningstar has produced a report to help investors choose an appropriate multi-asset manager. The Morningstar report
by Greg Bright The cash holdings of big super funds outweigh any projected drawdowns because of the Government’s $20,000 early-release program for disadvantaged members by a big factor, according to figures compiled by Rainmaker Information. In fact, super funds have
In 2011, professor John Cochrane of the University of Chicago came up with the term “factor zoo”. A fan of factor investing, he felt, however, it had become “too much of a good thing”. Since about that time, the growth
In times of crisis value managers offer some comfort. They can see the silver lining, the light at the end of the tunnel, which other managers tend not to see. At this time of crisis, value managers, surely, after several
For a slightly different take on the same theme, GQG Partners, another US-based global manager, says that, to a certain extent, everyone is a value investor. No-one wants to over-pay for stocks, whether they seem ‘cheap’ or ‘glamourous’. Entry price
by David Chaplin* Fixed income managers are latching on to the environmental, social and governance (ESG) trend pioneered among their equity counterparts “with a sense of urgency”, a new Russell Investments paper argues. The study authored by Russell global fixed
AXA Investment Managers has shown that, in the coronavirus crisis, funds and strategies which have an ESG bent
Northern Trust has announced a new service to help institutional investors and their managers analyse their portfolios for
Applying professional after-tax management in the transitioning of portfolios by super funds can save at least 30bps in
The prestigious MIT Sloan School of Management, with the assistance of State Street, has produced a paper which
While multi-asset strategies have gained popularity in recent years, mostly due to Schroders’ success in Australia and internationally,
by Greg Bright The cash holdings of big super funds outweigh any projected drawdowns because of the Government’s
In 2011, professor John Cochrane of the University of Chicago came up with the term “factor zoo”. A
In times of crisis value managers offer some comfort. They can see the silver lining, the light at
For a slightly different take on the same theme, GQG Partners, another US-based global manager, says that, to
by David Chaplin* Fixed income managers are latching on to the environmental, social and governance (ESG) trend pioneered
