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Best Real Assets Paper 2018

  • Posted by: ,  Chief Executive
  • 04 December 2018
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TH Real Estate wins "Best Real Assets Paper 2018"

The "real asset" asset class is an area where asset owners continue to increase allocations. The winning papers in this category cover real estate, infrastructure, timberland, farmland, and even intellectual property!

Real Assets 2018


WINNER: TH REAL ESTATE


Disruption: Is commercial real estate ready for change? (TH Real Estate, 2018)

Historically, the commercial real estate industry has been resistant to change, but it is not immune to technological disruption. This paper looks at disruptive trends that could materially affect the commercial real estate industry over the next 10-15 years, including increases in energy efficiency and the development of smart buildings, the necessity of integrating with digital platforms and adapting to new innovations in PropTech, and dealing with the heightened pace of obsolescence that results from new business models and technological advancements.


HIGHLY COMMENDED


Real Assets' Role in Public Pension Portfolios (JP Morgan AM, 2018)

JP Morgan Asset Management discusses the potential benefits of an allocation to real assets for public pensions, such as low inflation sensitivity, high yields, and low volatility.

Rethinking Real Assets (bfinance, 2018)

This paper examines the pros and cons of different types of real asset allocations, including well-diversified real asset holdings and multi-real-asset strategies.

The Wealth of Cities and the Opportunities for Institutional Investors (PGIM)

For compliance reasons, this paper is only accessible in the United States

Over the next 15 years, it is estimated that cities will require USD 50 trillion of infrastructure investment. PGIM presents specific investment ideas aimed at enabling investors to capitalize on this megatrend.

Timberland and Farmland: Working Together in a Mixed Asset Portfolio (Manulife, 2018)

For compliance reasons, this paper is only accessible in the EMEA region

Manulife Asset Management looks at the characteristics of timberland and farmland investments and models the results of a combined timberland and farmland allocation within portfolios.

Intellectual Property as a Real Asset (Barings, 2018)

Barings redefines real assets and analyses intellectual property in depth, as it also falls within this expanded definition of the asset class.

Cash-Flow Driven Investing, Private Credit and Real Assets (BNP Paribas AM, 2018)

Institutional investors in the UK and globally have begun to diversify away from the traditional 60:40 portfolio consisting of equities and bonds, and into illiquid instruments and alternative asset classes.

Social Infrastructure in Europe: Private Investment Opportunities (Franklin Templeton, 2018)

For compliance reasons, this paper is only accessible in the EMEA region

Franklin Templeton explores investment opportunities in the European Social infrastructure sector. Assets in this sector are usually social service-related, including affordable housing, civic service buildings, schools, and hospitals.



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About the Savvy Investor Awards

The World's leading content platform for institutional investors

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.

To find out how you can partner with Savvy Investor in 2019 to enhance your thought leadership credentials in the institutional investor marketplace, please contact our Business Development Manager, Stuart Blake, stuart.blake@savvyinvestor.net.

 

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