All Special Report articles – Page 61
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Special Report
An agile response to divergent policy
Divergent monetary policy activities by major central banks are having impacts right across yield curves. For investors, this means an agile investment strategy will be vital to the overall performance of their bond portfolio.
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Advanced engineering
Factor investing has powered the growth of generic smart beta strategies underlying the broad ETF market. But it is entering a new phase of development that is seeing institutional investors move from studying the approach to adopting tailored versions
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Special Report
Addressing current liquidity concerns
Two years ago, BlackRock’s chief executive Larry Fink warned that structural problems with leveraged ETFs had the potential one day to “blow up” the industry. While the alleged explosion hasn’t yet happened, does that mean the danger has gone away?
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Special Report
EDHEC European ETF Survey 2015 – some key results
EDHEC Risk Institute conducted its ninth survey1 of European investment professionals on the usage and perceptions of ETFs at the end of 2015 with the support of Amundi ETF, Indexing & Smart Beta. EDHEC-Risk Institute’s ETF surveys now provide a continuous assessment of practices and views amongst professional investors since 2006.
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Special Report
Railways Pension Scheme: World-class transformation
Gail Moss investigates how the UK Railways Pension Scheme transformed its investment strategies to cope with the low-return environment that has followed the global financial crisis
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Talking heads
IPE asked pension consultants across Europe for their views on how existing and new regulation is affecting their clients and how they are advising them to react
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Special Report
Factor Investing: Navigating the factor maze
IPE’s deputy editor Daniel Ben-Ami remembers the first time he heard the term ‘factor investing’. Although the subject seemed new in some respects, in other ways it was strangely familiar
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Special Report
Factor investing: Pension funds in two minds
Factor investing might be a relatively new approach but some pension funds are already employing it with success. Others are looking on with interest
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Special Report
Investment Options: Deciding factors
Investors looking to enter the world of factor investing are faced with an array of products from simpler beta strategies to actively managed quant funds
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Special Report
Special Report: Consultants under scrutiny
The UK’s Financial Conduct Authority is carrying out a comprehensive review of the asset management industry, which reaches to the heart of investment consultants’ business models
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Special ReportThe French quant connection
Brendan Maton explores the pre-eminence of engineering in French elite education and the extent of its success in application in asset management
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Special Report
Portfolio Construction: Calculated risks
Factor investing promises to outperform both passive and active management. Carlo Svaluto Moreolo discusses the issue of implementation
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Special Report
Pioneers: Better be smart
Lynn Strongin Dodds finds that as the strategy becomes more popular, pioneers in the alternative-indexation field are warning investors to avoid being just performance chasers
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Origins of the smart beta species
Andrew Clare, Stephen Thomas and Nick Motson trace the roots of smart beta that began as a test of the Efficient Market Hypothesis in universities in the 1970s
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Special Report
At the core of smart beta
Charlotte Moore attempts to pin down the characteristics at the heart of factor investing
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Index Providers: Benchmark bonanza
The rapid growth and popularity of new of multi-factor smart beta strategies are fuelling the creation of a plethora of indices
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Special Report
Assessing Smart Beta: Some rough with the smooth
Anyone hoping to benefit from factor investing should be willing to accept significant periods of underperformance
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Special Report
Asset allocation in volatile times
Should investors rethink their strategic asset allocation in light of current volatility? Three leading investment consultants tell IPE how they are advising their clients to react to the changing environment
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Special Report
Factor Alignment: Tailor with care
The wide range of uses to which factor investing can be put means investors need to ensure the approach and methodology are suitable for the intended strategy
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Special ReportInsurance-Linked Securities: Taking the market by storm
Insurance-linked securities are gaining popularity as a diversifying asset class, but what are the available strategies, underlying risks and costs?
