This month's list of top papers on Savvy Investor covers some unique topics, such as: searching for tenbaggers in the sea of European equities, the development of EVs in EMs, and how to measure the illiquidity premium in fixed income. Pension investors may also be interested in the Thinking Ahead Institute's recently released report providing insight into the inner workings of the world's…
Factor Investing - the best papers from 2017 Q3
Factor Investing continues to grow its share of assets under management. Some investors see factor investing as a value added alternative to passive investing. Others see it as a low risk, low cost approach to active management. Either way, there
As China’s financial institutions gear up to operate under a new regulatory regime for the RMB 100 trillion ($14 trillion) asset management industry, authorities have clarified rules about the types of investment they will be able to offer customers, reported Caixin. The People’s Bank of China (PBoC) and banking and securities watchdogs have jointly released draft […]
A report from CREATE in collaboration with BNY Mellon looks at two related megatrends in investing—climate change and artificial intelligence. It asks in each case: how is this trend perceived in terms of opportunities and risks? What are the specific investment issues involved or solutions likely to be adopted? And how are the asset allocation approaches changing?
Pensioenfonds ING, a corporate pension fund based in the Netherlands with approximated EUR28 million and nearly 70,000 participants, has selected Robeco, a global asset management firm, as a partner in its sustainable investments policy.
The Best Asset Allocation Papers - Q2 2018
Don't put all your eggs in one basket - unless it's this particular basket of white papers. Here we have a selection of the most interesting strategic and tactical asset allocation papers submitted to Savvy Investor in recent months.
OCIO / Fiduciary Management / Implemented Investment
Outsourced CIO (OCIO), delegated CIO, implemented consulting, fiduciary management, OCIO, delegated investment management….rarely has a single investment concept been known by so many different names. It's no wonder that trustees
Recent white papers on equity portfolio management
Were you thrown off by the recent GICS reclassification and the advent of the new communications services sector? Are you perhaps looking to replicate exposures to certain asset classes (or derivatives) through the use of ETFs? Are you th
Willis Towers Watson has today released research highlighting the increased importance of emerging market debt (EMD) with ever larger allocations from asset owners and continuing attractive return potential.
The Top 10 White Papers on Volatility
Over the last 12 months, equity markets have exhibited unusually low volatility, despite a challenging economic and political backdrop. Why is this? Or is it an illusion? Nikko argues that risk has moved away from the centre of the probability distribution,
Rise of the Machines? AI and Big Data in Asset Management
The digital data explosion and recent refinements in both artificial intelligence (AI) and machine learning techniques present both challenges and opportunities across the entire asset management value chain. Despite significant media co
Robeco wins "Best Investment Paper 2016"
The Savvy Investor Awards 2016 celebrate the best investment and pensions papers from the last 12 months.
Savvy Investor is the world's leading knowledge network for institutional investors. Since the site launched last year, the S
Should Gold be considered an Institutional Asset Class in its own right?
This week, the gold price has hit five-year highs, in tandem with 10Y US Treasury yields falling back below 2% for the first time since November 2016.
Should asset allocators re-examine the possibility of hol