Overall, real assets have weathered the volatility of 2020 reasonably well. Investors continue to turn to real assets to help them achieve their investment goals and objectives – whether for income generation, capital growth, liability matching, or portfolio diversification. That said, making an allocation to real assets…

Content that Converts: Engaging and influencing institutional investors

The latest report from Savvy Insights provides asset management marketing and client-facing teams with specific data, practical tips, upcoming content trends and topic forecasts for engaging institutional investors. Check out the 10 Content…

Every quarter, our Content Team curates a unique list of the best asset manager salary surveys from around the world, providing our members with information on benchmark salaries for investment management professionals. These fund manager salary surveys cover a wide variety of roles within the asset management industry,…

This report by the Thinking Ahead Institute provides detailed analysis of the world's largest pension funds. Assets under management (AUM) of the world’s 300 largest pension funds totalled US$19.5 trillion in 2019, a gain of 8.1% versus the previous year. Defined Benefit pension assets account for 64.2% of this total. U.S.…

Wellington Management's 2021 Investment Outlook Hub, updated to now include all 6 of their 2021 Outlook papers collated into one place.

Papers feature a wide range of asset classes including both mainstream (Economic, Fixed Interest and Equities) and those more specialist areas of investing, including ESG and…

The pandemic’s arc and its impact on political and policy developments are resetting expectations and will continue to define the investment landscape. The interplay of these three critical fronts – the pandemic, politics, and policy – will have implications for portfolio allocations extending far beyond the coming year,…

Content Marketing Best Practices: Engagement, lead generation and ROI

This print-friendly 2-page spread from Savvy Insights is an excerpt from our full report 'Content that Converts'. The infographic provides asset management marketing and client-facing teams with the 10 best practices for creating and distributing …

The current COVID-19 pandemic has shown that society is able to put measures in place to adapt and overcome threats that are detrimental to all of our lives. With this in mind, investors should now be turning their attention to a threat that could dwarf the impact that COVID-19 has had - Climate Change.

Climate…

The future of sustainable investing is in the balance. It involves balancing financial and extra-financial considerations, balancing short-term and long-term goals, and balancing interests among stakeholders and over time, while seeking fair outcomes for all. None of this is easy. But sustainable investing is critical to the…

This annual survey report by the OECD is the sixth since the data collection exercise was first established in 2011. The scope of this report covers more than 100 public and private pension funds from 46 countries. Brazil, India, Indonesia, Malaysia, Nigeria, the Russian Federation, and South Africa are amongst the non-OECD…

In this chapter, Ray Dallio reviews the rises and declines of the Dutch, British, and American empires and their reserve currencies and will touch on the rise of the Chinese empire.

Growth opportunities are plentiful in emerging markets thanks to strong secular tailwinds — but they are company-specific. Identifying strong growers within a changing opportunity set is key to unlocking the potential of this asset class, suggests Jennison Associates.

*Some or all of the companies mentioned…

2020 was the year of the pandemic, instant recession, and US election drama, while UBS AM think 2021 is poised to be the year of vaccines and a more durable, comprehensive economic reopening. Dive inside their Panorama report to see what their attention is focused on for 2021.

Balancing protection and upside potential is a difficult exercise, but WisdomTree hope investors will find some ideas and some inspiration on how to tackle it in this paper, whether it is through a dynamic asset allocation that rebalances between cyclical and defensive assets or through the selection of asymmetric defensive…

In recent years, global equities had slightly outpaced market forecasts for lower equity returns. Then the COVID-19 pandemic hit the global economy, putting an end to the 10- year bull market. Equity markets have now started to recover, but the pandemic introduced and exacerbated challenges that we expect to subdue financial…

Climate change will be one of the most economically impactful occurrence in human history. But currently, our profession is in many cases behind the curve in analyzing the impacts of climate change. This report from CFA Institute includes case studies and survey data to help educate our community and investors about what…

The world changed in March 2020. Almost overnight, the COVID-19 pandemic strained health care systems to the breaking point, put much of the global economy on an indefinite hiatus and radically reshaped societal norms and interactions. For businesses everywhere, these events are undermining established assumptions while…

As ESG investing continues to grow, so do the challenges that are associated with it. For most investors, the lack of standardisation in ESG data is the most significant challenge they have to overcome, with the issue being that ESG investment strategies require reliable and accurate data to both construct ESG portfolios and…

Alternative investments are attracting ever more investors. According to the Chartered Alternative Investment Analyst (CAIA) Association, between 2003 and 2018, the size of the global investment market doubled, while alternative investments almost tripled to USD 13.4 trillion. This would mean around 12% of worldwide…

NN IP's outlook presents three potential scenarios for 2021. First is their base case, which they call “cruise control”, followed by two alternative scenarios: “full throttle”, which describes a supercharged global recovery, and “idling engine”, in which the lingering Covid-19 pandemic causes lasting damage to the economy.…