White papers and articles discussing issues related to investment consulting and actuarial consultants. The most recurrent theme amongst our top papers is the subject of delegated investment management services, with fiduciary management surveys and reports on investment outsourcing (OCIO) being frequently downloaded. Reports on the role of investment consultants in... manager selection have also proved popular, covering topics such as investment consultants' recommendations of fund managers, investment consultant alpha, and how to get on the approved list of managers for selection. Other top research in this section covers trends within the investment management industry, actuarial assumptions, and the role that investment consultants play in alternative investments. Further documents consider the risk tolerance of boards, institutional decision-makers, fee structures and risk premia.
In the months leading up to the introduction of MiFID II in January 2018, industry professionals observed a general trend toward firms opting to pay for research (charged against the firm’s profit and loss) as opposed to charging clients. This observation was corroborated by a data collected from a survey conducted by CFA…
Defined benefit retirement plans can tap an array of experts, depending on the size of the company sponsoring the plan and the company's needs. A Vanguard research paper discusses how an outsourced chief investment officer can fill the gaps for companies that lack the necessary in-house expertise.
This whitepaper highlights how brand awareness can impact exposure and growth for an asset management firm and highlights the firms in eVestment’s database with the highest brand awareness based on the paper’s review methodology.
We have listed the Top 10 asset managers for different firm sizes we found that…
LCP Vista keeps you up to date with the firm's latest investment thinking. This issue highlights LCP's investment strategy framework and how to protect your equity portfolio among other investment topics.
The Asia-Pacific asset and wealth management (AWM) industry is expected to be the centre for global AuM growth in the coming years. Growth in this region is expected to rise faster than any other region in the world. This PwC report provides some interesting and important insights into the key trends.
Multi-Asset strategies continue to be popular components within many investor portfolios. However, with numerous product launches and plentiful options in the market blurring the lines between categories, understanding the sources of risk and return between these strategies, and the potential role that they could play in an…
From M&A to IPOs, Bloomberg’s league tables are your one-stop shop for constant and timely access to the most comprehensive information available on capital markets representation.
US Public Pension Fund CalPERS is seeking four Board Investment Consultants as independent advisors to the CalPERS Board of Administration in the following categories: General Pension Investment Board Consultant, Private Equity Investment Board Consultant, Real Estate Investment Board Consultant, and an Infrastructure…
This report is a concise and informative overview designed to help pension funds understand Multi-Strategy Alternative Credit - or Multi-Asset Credit (MAC) investing. This approach and how it might help them generate returns.
Are you rich enough for a family office? Focusing purely on the financial economics of a family office, we derive the minimum assets under management compatible with the family office’s investment management skills and costs versus the family benchmark alternative as well as its risk aversion. We find that rules of thumb…
The investment profession has some pretty intense open questions. Think about it. Over the past 18 months, the explosive rise and fall of crypto assets caused many of us to wonder anew about the very nature of money. Why wouldn’t accepted wisdom about how to manage it be worthy of similar scrutiny? So what are the big…
This paper debates the issue of active versus passive management and encourages clients to complete a more thorough analysis of their needs and different opportunity sets to make better active/passive decisions.
This paper provides a framework for categorizing all potential investment consultant conflicts and biases as well as a series of mitigation steps that can help address those conflicts and biases.
Hymans Robertson presents several articles on the current UK pension environment, including a new approach to protecting workplace pensions, re-sizing the PPF cap, and other related news.
Investors and consultants globally have increased their focus on global equity strategies more so than on any other segment to start 2019, according to the January 2019 eVestment Advantage Viewership Report. Global All Cap Core and Value Equity strategies saw the greatest universal increases, but it was GQG Partners’…
Our review of the top-performing strategies within key universes for Canadian institutional investors leverages data from the eVestment database to reveal the asset managers who delivered the best returns for their clients. In this report, we ranked eVestment’s 323 primary universes using four criteria to determine…
