Global Strategy Outlook

The Top 16 Investment White Papers from September 2016

Most popular and trending papers from Sep 2016

Savvy Investor is the world's leading knowledge network for institutional investors, with over 14,000 members and a research library containing 12,000 white papers.

Here is our list of the most popular and trending papers from September 2016:

tuk tuk parked Best White Papers Global Investment Outlook

Global Macro Trends: Five Key Investment Themes (KKR, Sep 2016)
Rising geopolitical and macroeconomic tensions are creating both risks and opportunities for global investors across international capital markets. This paper by KKR examines five key global investment themes.

Academic Lessons on Factor Investing (EDHEC, 2016)
This paper examines what academic research has to say on equity factors. The authors seek to provide investors with important lessons to learn, particularly in terms of designing and evaluating factor indices.

Factor investing case studies – the merits of tailor made solutions (Robeco, 2016)
Factor investing is rapidly growing in popularity. It is however important to select the right factors. This paper by Robeco addresses some of the challenges of factor investing.

The world's 300 largest pension funds (Willis Towers Watson, Sep 2016)
This comprehensive paper by Willis Towers Watson provides invaluable insights into the financial state of the largest 300 pension funds in the world.

The Global Asset Management Industry 2016 (Boston Consulting Group)
This report by the Boston Consulting Group provides insights from a recent survey of nearly 140 leading fund managers representing over 55% of global industry AuM. It aims to give new insights into the state and outlook of the industry, specifically its main sources of profitability to help asset managers build a prosperous future.

SPIVA® Institutional Scorecard - How Much Do Fees Affect the Active Versus Passive Debate? (S&P Dow Jones Indices, 2016)
S&P Dow Jones Indices is growing its coverage beyond retail mutual funds to also cover institutional managed accounts and the impact of fees on performance. In this paper, the authors discuss three important questions that are crucial to the active vs. passive debate.

Volatility Modelling and Trading (Julius Baer, 2016)
This paper provides both a technical and practical summary of volatility trading strategies. The authors focus on rule-based trading and systematic strategies that can be marketed as a proprietary strategy or an investable index.

A Hole in Strategic Asset Allocation (Janus Capital, Sep 2016)
This paper by Janus Capital highlights deficiencies related to traditional strategic asset allocation. The author suggests an adaptive approach that will help maximize compound return while reducing the acute tail risk present in most institutional portfolios.

How long-term investors should view the 2016 U.S. election (JP Morgan, Sep 2016)
The impact on markets of the upcoming U.S. election is likely to be far less dramatic than the intensity of the campaign might suggest. The authors of this paper ask a number of important questions on the potential impact on investment strategy and the economic outlook for the U.S.

Global Macro Outlook (BlackRock, Sep 2016)
This monthly macroeconomic outlook briefing by BlackRock assesses the potential for fiscal easing in key economies.

Trend Following: Equity and Bond Crisis Alpha (Man AHL, 2016)
The authors of this paper study time-series momentum strategies in commodities, currencies, bonds, and equity indices during the period 1960-2015. Their research reveals that there was consistent performance both before and after 1985 - periods that were marked by strong bull and bear markets in bonds. The authors also record a number of important risk factors.

Private Debt: The opportunity for diversification with illiquid assets (TIAA, Sep 2016)
Amid market uncertainty and record-low interest rates, private debt - an emerging asset class - addresses institutional investors’ desire for yield and lower volatility. This 15-page paper by TIAA discusses the opportunity for illiquid asset diversification.

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