Featured Company: William Blair - actively managed investing
William Blair is a global, independent, 100% active employee-owned firm with no distractions from its sole priority: creating strong, risk-adjusted returns for its clients.
The firm works closely with private and public pension funds, insurance companies, endowments, foundations, and sovereign wealth funds, as well as financial advisors.
Its investment teams are solely focused on active management and employ disciplined, analytical research processes across a wide range of strategies, including U.S. equity, non-U.S. equity, fixed income, multi-asset, and alternatives. As of June 30, 2017, William Blair manages $70.2 billion in assets.
Below is a selection of the most popular William Blair papers published on Savvy Investor during the past six months.
How We Integrate ESG (2017)
In this paper, members of William Blair’s Global Equity team explain how they have worked to integrate ESG factors into their investment process, bringing it to life with specific examples from the consumer discretionary and consumer staples sectors.
The Case for Macro (2017)
In this paper, William Blair’s Dynamic Allocation Strategies team discusses their global macro approach, which adopts a top-down view of the world to analyze broad trends and allocate risk across asset classes, geographies, sectors, and currencies.
Adding Science to the Art of Active Management (2017)
As traditional active asset management firms face a crisis of relevance, Portfolio Manager Ken McAtamney argues that fundamental stock pickers need to add more science to the art of investing, employing appropriate data-analysis tools as part of a state-of-the-art investment process.
Emerging Markets Outlook: Risks Remain, But Reasons for Optimism (March 2017)
Back in March 2017, Portfolio Manager Todd McClone was justifiably optimistic about the outlook for emerging markets. Although this paper is now six months old, it is still worth a read, as it details the risks and opportunities across different geographies and industries.
ESG Investing and Portfolio Integration (2017)
This paper provides a useful overview of the sustainable investment landscape, including trends in investor adoption and implementation. The opportunities and challenges of integrating non-financial factors within traditional analysis are explored.
Disruption, Innovation, and Investing for the Future (2016)
In this paper, Portfolio Manager Stephanie Braming discusses disruption in the asset-management industry, explaining why success in the current environment necessitates strong leadership, continuous process improvement and an unwavering client focus.