Asset Allocation
| 16 February 2010
This latest research by MSCI Barra Research analyses the equity allocations of European institutional investors, arguing the practice of separating international equities allocations into regional mandates at a strategic level "deserves a thorough rethink"
| 20 January 2010
In this white paper by DB Climate Change Advisors, led by global head of climate change investment research Mark Fulton, the drivers of climate change for 2010 are examined in the context of strategic asset allocation.
| 08 December 2009
A number of new research articles have deunked two universally held beliefs in the investment industry, that shares are a good long-term bet and that economiic growth is good for equities. Dr Arjuna Sittampalam, Research Associate with the EDH
EC-Risk Institute and editor, Investment Management Review, examines the research.
| 17 November 2009
In this research report Watson Wyatt asserts the long-term outlook for emerging economies will impact positively on emerging market investments, but it warns that choice of asset class and implementation route are not obvious. The report suggests exposure to the macroeconomic dynamics of emerging markets will be most readily obtained in emerging market equities, debt and currencies, and discusses how emerging market economies will continue to grow strongly, due to a mix of rising productivity, economic and financial reforms, and favourable demographics. However, it states that institutional investors face significant complexity and potentially high fees when trying to build a portfolio that captures this long-term trend and should also recognise the governance implication of following such a strategy.
| 04 November 2009
The REIT market will not consistently outperform the broader equity and fixed income markets has it has done for thepast 20 years, according to this research by Mercer Real Estate Boutique's David Nix and Michelle Reuter, but there will be pockets of opportunity ripe for stock pickers.
| 30 September 2009
A survey of more than 85 senior level financial executives at US-based companies reveals few are taking steps to cut costs and improve governance but are reacting to the economic crisis by decreasing equities and eliminating defined contribution investment options. The report by Watson Wyatt shows that two thirds of companies have made changes, or are planning to make changes to their defined benefit asset allocations, while more than half have already made changes, or plan to make changes, to the investment lineups of their defined contribution plans.
| 23 September 2009
MSCI Barra takes a close look at the stock performance in various emerging markets, examining the differences to developed market stocks in the performance of particular sectors and styles.
| 16 September 2009
While recent manager performance has raised concerns about active management, US consulting firm Rogerscasey believes that active management is often called into question at precisely the wrong time. And while passive investing has proven to be a cost effective way for some investors to access some portions of the capital markets, there are situations where hiring a fund manager is the more appropriate course of action. This research brief by Chris Thompson, director in the alpha investment research group, outlines the consultant's case.
More Articles...
- Secular growth in emerging markets and how to access it
- Real assets and inflation hedge investing
- Focus on medium-term, too, can add 1-1.5% to returns
- Target Date Funds: Looking beyond the glide path
- Liability–informed risk budgeting and the use of higher tracking error active equity managers: the virtues of being different
- The Active-Passive Debate: Bear Market Performance
- Liability-responsive asset allocation
- The Fraying U.S. - China Co-Dependency
- 100 Years of Corporate Bond Returns Revisited
- Making Sense of Distressed Investment Opportunities
- Diversification With Attitude, parts A and B
