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Opinion

Measuring long-horizon investing

Asset owners should insist “long-horizon” managers have a portfolio monitoring process at the outset of the mandate leading to better relationships and ultimately portfolio performance.
Opinion

Not all fees are created equal

Could investment management fees be different? Nick Sykes at Mercer, suggests that an alternative fee structure that focuses on “idiosyncratic alpha” could benefit asset owners and managers.
Uncategorised posts

Is the Great Rotation passing pension funds by?

The prospect of a seismic shift from bond to equity investments looks set to pass most of the world’s pension funds by, argue experts. The concept of a ‘Great Rotation’ rose to prominence following its use by Bank of America Merrill Lynch in October. It argued in a note that “the era of bond outperformance […]