20/02/2024 Investment Insights Five insights on institutional investors’ approach to Responsible Investments Gain valuable insights into responsible finance investing. Discover effective strategies, navigate complex regulations, and understand their profound...
19/02/2024 Sustainable Finance Institutional investors’ approaches to responsible investing Discover how institutional investors navigate responsible investing in finance. Explore insights from qualitative interviews and academic literature....
8/02/2023 Portfolio Strategy Currency hedging policy for institutions Understanding fundamentals and implications of currency hedging for global portfolios, both on a tactical and strategic basis.
1/12/2022 Retirement Pension Funds Letter 16 - Contemplating the unknowns, responding to the unknowable December, the month where festive end-of-year preparations and celebrations shift into top gear, just as commentators become busy reflecting on the past...
25/10/2022 Portfolio Strategy How do institutions segment their investment universe? In the first papers of this series, we addressed the issues of how institutional investors should set their investment objectives – a key element of any...
6/09/2022 Portfolio Strategy Articulating asset allocation across different time horizons Understanding how to articulate asset allocation across different time horizons.
5/05/2022 Portfolio Strategy Setting your investment objectives: institutional asset allocation practice Understanding the factors that contribute to setting investment objectives in the Investment Policy Statement.
12/11/2021 Portfolio Strategy Combining active and passive investing in Multi Asset: an institutional investor framework Numerous factors have been driving the development of passively managed vehicles and their increasing weight in institutional investors’ portfolios
6/04/2021 Real & Alternative Assets Allocating to real and alternative assets: a framework for institutional investors Institutional investors have significantly increased their allocation to real and alternative assets, such as private equity, real estate, infrastructure...
21/09/2020 Portfolio Strategy Risk budgeting and trade sizing: why they matter to multi-asset portfolio construction In the current environment of heightened uncertainty, managing a multi-asset portfolio has rarely looked as complex as it does today, especially for those...
30/06/2020 Retirement Pension Funds Letter 9 - The Covid-19 crisis: two sides of the same coin for pension funds From a long-term investment perspective, the unprecedented global crisis caused by the Covid-19 pandemic brings along both challenges and opportunities,...
2/06/2020 Portfolio Strategy Multi Asset: a solid total portfolio approach for a complex world An increasing number of institutional investors have adopted a total portfolio approach (TPA) as a response to the weaknesses of more traditional strategic...
24/07/2019 Retirement Pension Funds Letter 7 - Put the Growth Bucket Back in the Spotlight As long-term investors, Pension Funds need to find new distinct ways to invest and rethink the full potential of their growth bucket as a flexible opportunity...
15/03/2019 Real & Alternative Assets Gold in central banks' asset allocation After a long lacklustre period during the 1980s and 1990s, the price of gold has picked up significantly since the new millennium, and central banks,...
23/07/2018 Retirement Pension Funds Letter 5 - Building the long-term alignment Building the long-term alignment