Investment Process

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Supertrends - Investing for the Long Term (Credit Suisse, 2017)

This 97-page report has been produced by Credit Suisse. It analyses the key trends affecting long-term investing, such as geopolitics, demographic shifts, and rapid technology change. These movements provide a tangible link between today’s major developments and portfolios' risk/return profiles in the long run.

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News, blogs, posts and small talk for Investment Process

Read the latest news, blogs and articles relevant to Institutional Investors

news and blogs

Quantitative Methods
Is Ray Dalio's Commitment To "Radical Transparency" Hurting Bridgewater?

11 Aug 2017

Global Strategy Outlook
An Insane Bond Market In 4 Charts: "Italian Junk Bonds Yield Less Than US Treasuries"

10 Aug 2017

Asset Allocation and TAA
Adding Value via Global Macro and TAA (The Savvy Blog)

11 Aug 2017

Risk and Portfolio Construction
There's Still Too Much Risk in the Financial System (Mohamed A. El-Erian )

10 Aug 2017

Endowments and Foundations
NEPC: Endowments, foundations upping allocations to marketable alternatives

16 Aug 2017

ETFs and Funds
MiFID seen sending European ETFs over trillion dollar mark

16 Aug 2017

Regulation and Compliance
Tudor, Brevan Howard Drop MiFID Licenses to Opt Out of New Rules - Bloomberg

15 Aug 2017

Emerging Markets Outlook
China Reclaims Spot as World's Biggest Holder of Treasuries - Bloomberg

16 Aug 2017

US Pension Funds
Torrance, Calif., preps record keeper search for 457 plan

17 Aug 2017

Emerging Markets Outlook
Why China Can't Free the Yuan (Bloomberg View)

18 Aug 2017

Read the top articles, questions and other posts on Savvy Investor

top posts

Investment Consultants
Aon Hewitt Selecting Fund Managers and Consultants - What Do Trustees Look For? (Aon Hewitt, 2017)
Index Investing
STOXX Limited iSTOXX Europe Factor Indices - Harvesting Equity Returns with Bond-Like Volatility (STOXX, 2017)
Australian Superannuation
Willis Towers Watson Future Fund and Willis Towers Watson 2017 Asset Owner Study
Index Investing
FTSE Russell 2017 Smart Beta Survey - studio panel and discussion (FTSE Russell)
Risk and Portfolio Construction
Invesco (Europe) Risk & Reward: The Theory and Practice of Portfolio Insurance (Invesco, 2017)
ESG and Ethical Investing
Deutsche Asset Management Sustainable Finance Report (Deutsche AM, June 2017)
Asset Allocation and TAA
BNP Paribas Asset Management 2017 And Beyond: A Medium-Term Asset Allocation Outlook (BNP Paribas)
ESG and Ethical Investing
Aberdeen Asset Management ESG: Coming into the Mainstream (Aberdeen AM, June 2017)
Index Investing
FTSE Russell Smart beta: 2017 global survey findings from asset owners (FTSE Russell, 2017)
Debt and Credit Outlook
State Street Global Advisors 2017 AFP Liquidity Survey: Report of Survey Results (SSGA)
Risk and Portfolio Construction
Axioma Adding Alpha by Subtracting Beta: A Case Study on how Quant Tools can Improve a Portfolio's Returns (Axioma)
Quantitative Methods
Invesco (Europe) Why should investors consider credit factors in fixed income? (Invesco, 2017)
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