Whitepapers

Trends
When It Comes To Manager Research Decisions, Improve It Rather Than Prove It: Verus

Investment manager research would improve by focusing on updating judgments with new information, a new paper finds.

04.20.21
Surveys/Studies
Investors Aiming For Social Impact Need Standardized Data: Survey

Institutional investors around the world are increasingly evaluating managers’ ESG integration in terms of demonstrable outcomes and want firms to show results of their ESG-integrated strategies, according to a recent survey.

02.18.21
Whitepapers
Low Interest Rate Environment Could Make Diversification Trickier To Find: Verus

A new paper insists investors take a step back and recognize that profitable and beneficial diversification is going to be harder to find with interest rates at historical lows in a changed world.

01.13.21
Announcements
Sustainability Risks Can Affect Portfolios In Various Ways And Crises Present Opportunities: Report

The world’s health and environment-related crises continue to highlight how sustainability risks can affect portfolios in a wide-ranging manner, according to new research.

09.17.20
Announcements
Understanding Risk, Generating Income Important For Diversifying Portfolios: Report

Investors can achieve their income goals and diversify their portfolio across different opportunities by having a broader understanding of the risks that they are taking, according to new research.

08.13.20
Surveys/Studies
Endowments Underperform Passive Benchmark For 58 Years: Study

A new study found that the average endowment has underperformed the 60/40 benchmark for the past 58 years.

08.13.20
Whitepapers
Portfolio Protection Essential For Institutions In 2020: Report

Nonprofits should prepared for an increase in global political risks.

03.26.20
Alternatives
Health Plans Should Diversify Portfolios To Reduce Risk, Enhance Returns: White Paper

A global consulting firm suggests healthcare organizations “with the appropriate appetite” diversify away from U.S. Treasury bonds and invest in opportunistic credit funds, private debt and hedge funds to reduce risk and enhance return, according to a recent white paper.

02.13.20
A Fresh Look at REITs

Institutional investors have embraced commercial real estate, but their reluctance to allocate to equity REITs has been costly for beneficiaries over the last decade. As the search for yield continues, a fresh look at equity REITs is warranted, Adelante Capital Management says.

01.15.20
Industry News
Strategic Investment Decisions Pave The Way To Finding Growth In 2020

Investment managers will have to leverage technology and data to better suit their clients’ needs.

12.24.19