US stock-bond correlation, which plays an important role in institutional portfolio construction, has been persistently negative for the last 20y. This negative correlation allows stocks and bonds to serve as a hedge for each other, enabling CIOs to increase stock allocations while still satisfying a portfolio risk budget.…
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,…
Asset allocation and portfolio construction are considered to be the main determinants of investment risk and returns for investors. The challenge for asset managers has always been finding an optimal asset allocation that meets both investors’ risk and reward requirements. Asset allocation methods have developed and…
In 1952, the American economist Harry Markowitz published a paper titled 'Portfolio Selection’. In it, he introduced the concept of "the efficient frontier" which he described as a collection of portfolios that contain the highest returns for a given amount of risk. The paper later gave rise to Modern…
The coronavirus pandemic of 2020/21 may have fundamentally altered the relationship between workers and their office environments. For the first time in recorded history, a devastating virus forced countries across the globe to mandate lockdowns. Entire working populations had to remain at home, and in many cases businesses…
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.…
How can investment managers optimise the integration of ESG characteristics within their portfolios? One approach is bottom-up, examining only stock-specific ESG constraints versus a relevant benchmark. Another approach is top-down, placing a greater emphasis on portfolio-level exposures. In ‘How to Boost Your ESG Scores and…
Real assets are tangible, physical assets that have an inherent value deriving from their attributes and usefulness. The asset class includes commodities, land, precious metals, real estate, equipment and machinery, and natural resources. Occasionally, this definition is expanded to include an element of inflation protection…
The investment world continues to focus on sustainability, its increasing importance leading to Environmental, Social and Corporate Governance (ESG) metrics being woven into investors’ decision-making processes. Investors themselves have been the driving force behind this change, as they continue to demand more transparency…
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…
The 2010s saw a notable decline of social infrastructure investments in many of the largest OECD countries. The past year and a half have served to highlight this funding gap, especially given the strain exerted by Covid-19 on global healthcare systems. In addition to healthcare, social infrastructure encompasses many other…
China has emerged from the coronavirus pandemic with renewed confidence after it was one of the first countries to achieve positive growth post-Covid. The way in which China contained the virus, and how rapidly the Chinese economy recovered, has impressed institutional and private investors alike. The swift recovery and…
Climate change is the single greatest challenge humankind has faced. The transition to a net zero world will require the largest reconstruction of the global economy since the Industrial Revolution.
Beyond the obvious existential threat that the planet and future generations are facing, net zero is also becoming…
The key theme of this year’s report, the ‘S’ pillar of ESG (environmental, social and governance) investing, is highly pertinent. As politicians and policy makers across the world aim to ‘build back better’, Create-Research and DWS believe they need to take the time to fully understand the social part of ESG.
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 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…
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.
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.
As more investors embrace the importance of incorporating environmental, social, and governance (ESG) considerations into their portfolios, there has been growing interest in managing the potential performance trade-offs that can often be associated with capturing enhanced ESG characteristics.
The financial system as investors have known it for many decades is dealing with a new reality of negative interest rates and yields. Behind this phenomenon lie many factors and their consequences that are important for every financial professional to understand. In a levered financial system, central banks globally have had…
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