While there is appetite from investors and asset owners to address ESG considerations as part of the portfolio design process, there are clearly also challenges for multi-asset investors in doing so. In Section 1 of this paper we outline why the integration of ESG data with other whole-of-fund data and assumptions is a key step to integrating…
Market participants are beginning to think about when and how the current, exceptionally long business cycle will end. We think that the late stages of any business cycle present investors with a…
The decision to manage currencies in international equity portfolios is a complex one, and is intrinsically related to the final objective of the investor, whether it is risk reduction, or…
After a tough end to 2018 for factor-based managers, hopes were high for a turnaround this year. Unfortunately, the turn has failed to materialize. Many factors and associated portfolios continue to…
