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The Rise of Fixed Income Factor Investing

Mid-year Review Five Findings on Manager Performance

Manager Intelligence and Market Trends - August 2020

Testing Times for Infrastructure Investment Resilience

Rethinking China’s Role in Emerging Market Equity Portfolios

Investors Eye REITs amid Uneven Rebound

Investor Spotlight: Storebrand’s ESG Journey from Exclusions to Solutions

Long/Short Equity: Sector in Brief

Dislocation and Distress: Navigating New Opportunities

Active Equity Management: A Question of Style?

Manager Intelligence and Market Trends - May 2020

Are Multi Asset Strategies Delivering for Investors?

How Can Trustees Ensure Value for Money?

How can pension fund trustees provide effective governance on the subject of cost? Ensuring value for money is central to fulfilling fiduciary duty. Yet this remains a challenging and opaque subject, where overly simplistic comparisons and metrics can do more harm than good.

Investor Spotlight: Small Insurer Boosts Sophistic...

Foresters Friendly has been drawing the attention of the insurance investment industry in 2019, with accolades for its new approach featuring a high-quality multi-asset solution complemented by new forays into private markets.

Hedge Funds Bounce Back, but Big Test Remains

“It ain’t over til it’s over,” in the famed words of Yogi Berra. This is certainly true of annual performance figures, as the final ‘quarta horribilis’ of 2018 reminded market participants. With that essential caveat, 2019 is well on track to be a far better year for hedge funds than the previous one, with the HFRX Global Hedge Fund Index up 6.2% to end-October and the HFM Global Index up 5.6%.

Insurers and Investment Risk

Are insurers’ investment risk frameworks keeping pace with portfolio sophistication? A new study with the Association of Financial Mutuals (AFM) reveals very different approaches to investment risk management.

Tackling Hidden Costs in FX Management

All investors experience significant – and often hidden – performance erosion as a result of routine FX trading, whether it’s carried out directly or via external parties. What’s the true cost, and how much can investors save?

Investor Spotlight: Railpen Pursues Smart Insourci...

In 2019, RPMI Railpen insourced the majority of factor investing strategies in its equity management programme. It is the latest milestone in a five-year journey towards understanding value for money and bringing down costs. The scheme’s Total Expense Ratio has halved in that time.

Manager Intelligence and Market Trends - November ...

bfinance’s quarterly report in November 2019: read the team’s latest insights on institutional investor activity, risk appetite, market developments and asset manager performance across all major asset classes.

What Does “Paying for Alpha” Really Mean?

"Paying alpha fees for beta performance” has become an investor bugbear. This has created a need to differentiate more carefully between outperformance derived from established risk factors and outperformance based on idiosyncratic risk exposures.

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