CFA Institute Research Foundation wins "Best Alternatives Paper”
Over the last 20 years there has been a steady increase in allocations to alternative asset classes, driven partly by a desire to diversify portfolio risk and partly by a dislike of high equity valuations and low fixed income yields. The "Alternative Assets" section of the Savvy Investor site is a deep resource covering the best papers on private equity, hedge funds, infrastructure, real estate, timber & farmland as well as other, more niche alternatives.
WINNER: CFA INSTITUTE RESEARCH FOUNDATION and CAIA
Alternative Investments: A Primer for Investment Professionals (CFA Institute Research Foundation/CAIA)
The winning publication this year is more of a book than a white paper. This 183-page document (published by CFA Institute Research Foundation and produced by the CAIA association) is designed as a primer and reference document for institutional asset allocators investing in alternatives. It aims to help the reader better understand the characteristics, challenges and uses of the various alternative asset classes in the context of a well-diversified portfolio.
This eVestment survey explores the views and practices of fund managers, investors, and consultants on a wide variety of topics related to the fundraising and due diligence process. The document presents its findings on the use and views towards LP/GP trust, benchmarking practices, credit facilities, and more.
This is Bain & Company's flagship report on the global private equity industry. Whilst looking forward at the prospects for the industry, it also provides a summary of sector activity in 2017.
This EY report explores the change and disruption taking place in the alternative asset management industry – from technological innovation, to evolving talent needs, to investor expectations, and more.
For compliance reasons, this paper is only accessible in the UK & Europe
This report by Aviva Investors presents the findings of a recent survey on alternative income assets. Based on the responses of over 250 UK and European insurers and pension schemes, it shows that these institutional investors are boosting allocations to asset classes such as structured finance, private corporate debt, infrastructure debt and equity, in pursuit of portfolio diversification and stronger returns on investment.
Numerous investment consultants have encouraged investors towards catastrophe (CAT) bonds and insurance-linked securities (ILS). This research paper by bfinance recommends caution.
McKinsey's 2018 private markets review provides detailed insight and analysis into the rising prominence of the sector. It looks at the industry's capital flows last year, reviews the implications of these dynamics for the relationship between GPs and LPs, and more.
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About the Savvy Investor Awards
Savvy Investor is the world’s leading resource hub for institutional investors. Having uploaded more than 25,000 pensions and investment white papers since launch, we have a unique platform from which to host these Awards. The Savvy Investor Awards are judged on the basis of the quality and readability of the paper and its appeal to our institutional investor audience. Since launch in 2015, more than 33,000 institutional investment professionals have registered for the site, with 200-250 new members joining every week.
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