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Top 20 White Papers of June 2018

The Most Popular and Trending Papers of June 2018

This month's "Top 20" white papers include another fascinating and diverse selection of investment themes. They include: the implications of the rise of passive investing, the implementation of factor strategies, the impact of geo-political change, the imbalances in stock/bonds correlations, and a selection of other intriguing topics.
 

top white papers June 2018


Globalization, nationalism and the implications for investors (PGIM, 2018)
(For compliance reasons, this paper is only accessible in the United States)
This paper draws on the insights of an array of PGIM investment professionals and others to discuss the most relevant geopolitical themes, the potential winners and losers, and the implications for investors and portfolios.

Passive Investing: Reshaping the Investment Landscape (CREATE-Research, 2018)
(For compliance reasons, this paper is only accessible in the UK)
This report, a collaboration between DWS Asset Management and CREATE-Research, canvasses institutional investors' views on passive funds in order to present the view from the front line.

Unleashing potential within unconstrained bond investing (Russell Investments)
(For compliance reasons, this paper is only accessible in the EMEA region)
Unconstrained investing strategies can work as an efficient governance solution. This paper outlines the benefits of some of the more alternative and nuanced diversifiers available to investors in this strategy.

The Correlation See-Saw (Axioma, Jun 2018)
In this paper, Christoph Schon analyzes how the different correlation regimes present during H1 2018 affected the overall volatility and risk decomposition of Axioma’s global multi-asset class model portfolio.

Demographics, Inflation and Asset Prices (Goldman Sachs AM, 2018)
This report highlights current demographic developments around the world. It illuminates the complex relationship between demographics, inflation and asset prices, and present demography-based predictions for major economies.

Why it will pay to be the last active investor standing (AB, 2018)
(For compliance reasons, this paper is only accessible in North and South America)
 AB explains why it believe the pendulum is swinging back toward active investing - and why active strategies should be included in the portfolio mix.

Timberland and Farmland: Working Together in a Mixed Portfolio (Manulife, 2018)
This article provides a comparison of the risk-return profile of a combined timberland/farmland investment to commercial real estate and financial assets, examining performance results over the past twenty-five years.

Index Your Bonds - A Guide to Dispelling the Myths (BlackRock, May 2018)
(For compliance reasons, this paper is only accessible in the United States)
In this paper, BlackRock dispels seven common myths about bond indexing and ETFs.

Guide to factor investing - From concept to implementation (Robeco, May 2018)
Why consider factor investing in your portfolio? Which factors are relevant? This paper address some key questions faced by investment managers.

Video: AI - The future is now (Capital Group, Jun 2018)
(For compliance reasons, this paper is only accessible in Europe)
Analysts at Capital Group examine the challenges and opportunities artificial intelligence (AI) may bring to today’s investors.

Multi-Asset Class Modeling: Time to box up your traditional asset classes? (Jacobi, 2018)
Is it time to box up your traditional asset classes and put them in the attic? This paper discusses the importance of having tools and models that give you useful and actionable ways to understand, manage and communicate portfolio risks.

FTSE Global Micro Cap Index Series: Indexing the World (FTSE Russell, 2018)
In June 2018, FTSE Russell announced the launch of the FTSE Global Micro Cap Index Series, extending target coverage of the FTSE Global Equity Indexes (FTSE GEIS) to over 99% of the global investable equity market. 

Beyond Liquidity: Optimizing Product Selection (Greenwich Associates, 2018)
(For compliance reasons, this paper is only accessible in the United States)
The latest Greenwich Associates Research finds that portfolio managers choosing products based on past experience could benefit from a systematic process.

Risk Profiling and Tolerance: Insights for Private Wealth (CFA Institute, 2018)
In this series of CFA Institute Research Foundation briefs, academics and practitioners have been asked to summarize the current state of knowledge about risk profiling in different key areas.

Investor Sentiment: Emerging Market Debt (NNIP, Jun 2018)
(For compliance reasons, this paper is only accessible in certain geographies)
NN Investment Partners presents their findings from a survey of 108 emerging market debt investors as well as their own research and views on this asset class.

Incorporating UN SDGs into ESG Research via SASB Tools (Eaton Vance, 2018)
(For compliance reasons, this paper is not accessible in the U.S. and Canada)
This case study outlines how Calvert has endeavored to translate the SDGs meaningfully into the investor context using the Sustainability Accounting Standards Board (SASB) materiality matrix.

EM Debt - An Under-Explored Asset Class (Franklin Templeton, 2018)
(For compliance reasons, this paper is only accessible in the EMEA region)
Over the last three decades emerging market debt has evolved into fixed-income’s most dynamic asset class. This paper provides an overview of the EM debt landscape and its prospects.

Direct Lending: An Investment Opportunity Within Private Debt (Aon Hewitt, 2018)
This paper by Aon Hewitt discusses direct lending, a growing segment of the private debt market. Private debt includes a wide range of illiquid credit strategies, including distressed debt, direct lending, mezzanine debt, and more.

Q2 2018 Global Fixed Income Survey (Russell Investments)
(For compliance reasons, this paper is only accessible in the EMEA region)
This quarterly report focuses on U.S. interest rates and inflation expectations, credit markets, and casualties from rising interest rates.

Investing in the Global Green Economy: Busting Common Myths (FTSE Russell, 2018)
Until now the transition to a sustainable and “green” economy has been a loose concept rather than a defined, investable, industrial system. This report by FTSE Russell busts some common myths about green investing.

Engagement: The ESG X-Factor (Fidelity International blog, Jun 2018)
(For compliance reasons, this paper is only accessible in the UK and Europe)
Both passive and active managers now provide a range of ESG offerings. The two different approaches are distinguished by one key factor: engagement.

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