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Five things about maximizing factor investing performance
Although factor investing is becoming more popular, there are still plenty of questions surrounding the concept and its implementation. In Europe, the US and Asia, it is a widely debated strategy within the professional investment community. Investors are attracted by the prospect of greater diversification, higher returns and lower risk. What should investors know in
Industry vs country factors in global equity markets
The relative strengths of industry versus country factors can be of major importance for global equity portfolio managers. If country effects dominate, then primary consideration can be given to the country allocation decision. On the other hand, if global economic integration is reducing the distinctions between countries, then an industry-first investment process may be more
100 Years of Corporate Bond Returns Revisited
We first published this document in November 2005 during a period of healthy markets and around the peak of the US housing bubble. The main conclusion from the note was that we had just been through an unparalleled period of returns in all asset classes.
CalPERS bets on outperformance from growing climate allocation
CalPERS’ Peter Cashion tells Top1000funds.com how the pension fund’s strategy to allocate to climate mitigation, transition and adaptation strategies is allowing it to access an untapped corner of the US market where many investors have retreated because of the policy environment.
What long-term looks like: Tips for structuring mandates
The third edition of FCLTGlobal’s report, Institutional Investment Mandates: Anchors for Long-Term Performance provides a toolkit for mandate processes and behaviours to reorient towards the long term, including a rethink of KPIs that asset owners can use to evaluate their managers.
Nationwide ignores disruptions, succeeds
The Nationwide Pension Fund restructured its C&D section with a strategy that slowly cut risk over time and ignored the many recent disruptions to global markets. The results were impressive.
The importance of resilience
Already OPTrust’s portfolio can best be described as resilient. But CIO James Davis, who started his career in October 1987, expects global macro economic changes from this crisis that we have never seen before and he wants to position the portfolio for whatever is around the corner.
Swedish fund upbeat despite further pensions drain
The Swedish “buffer funds” have suffered their first-ever net withdrawals, but a strong recovery in investment performance is expected to stem the outflows over the next few years.
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