Which topics are most relevant (or most concerning) for global asset owners? Rather than blindly pontificating on the subject, we've uncovered several robust surveys of institutional asset owners, produced by leading asset managers and consultants, and we've listed the best of them below.
Funds managementAdoption of smart-beta strategies has reached a record high with 58 per cent of institutional investors using this type of strategy, as concerns about the long-term track records of these products diminish.
Test your knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct and practice your ethical decision making by working through the case below and supporting your answer choice in the conversation. Check back for the analysis posted later in the week.
FTSE Russell wins "Best Emerging Markets Paper 2018"
In this year's award-winning papers there is a particular emphasis on China, reflecting the need for asset allocators to fully understand the opportunities presented as Chinese financial markets become increasingly accessible to internat
Tom Archer takes a closer look at the Mixed Investment 20-60% Shares sector - formerly 'Cautious Managed' - which has seen significant inflows due to elevated geopolitical uncertainty and volatility
Not long ago, we wrote about the institutionalisation of ETFs, the abundance of ETF products that presently exist, and some of the reasons that they are currently being utilised within institutional portfolios. The below papers are a continuation of this story, going into additional detail about drivers of ETF demand, thematic ETFs, and other ETF-related topics, presented via an insightful…
Robeco wins "Best ESG Paper 2018"
The award for best ESG paper of 2018 was the easiest decision faced by our judges this year. Robeco's "Big Book of SI" was a clear winner, providing an in-depth overview of the importance and implementation of Sustainability Investing.
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State Street Corporation has made a series of enhancements to ESGX, the firm’s web-based platform that provides clients with tools to assess in-depth ESG-factor exposure in their portfolios.
For most of 2018, the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry captured the attention of many in Australia. Unfortunately, the issue of mis-selling is a global one.
The top stock-picker manages billions – but admits ‘you will get things wrong’Neil Woodford was once the UK’s biggest star fund manager, personally managing a £25bn mountain of money on behalf of pension funds and other investors at Invesco Perpetual.When Woodford, now 59, decided to quit Invesco and go it alone in 2013 it was a huge shock for the fund management industry, with many experts…
Shares in Woodford Patient Capital Trust (WPCT), Woodford Investment Management's only listed fund, fell 1.7% at the open on Wednesday after the Financial Times reported it may drop Neil Woodford as...
If advisers are to combat all the risks associated with decumulation, writes Lawrence Cook, they will need to adopt an approach they are confident will work when volatility strikes.
The gains in high-yield junk bonds are not over, thanks to the Federal Reserve's supportive stance on monetary policy, Margaret Patel, one of the mutual-fund industry's longest tenured and most...