March 20, 2019 A Framework for Allocating to Illiquid Investments by Alexander Chaloff The traditional asset allocation model considers only one dimension— the type of asset. For years, this model was effective, before a proliferation of alternative products widened the investment choice, and advanced technology allowed for more precise models. Today, there’s a better way. Alternatives, Asset Allocation Likes 0 SHARE Bookmarks
February 21, 2019 Enhancing Your Investment Portfolio with Private Equity by Alexander Chaloff Most investors try to diversify their investments—by allocating money to several asset classes like stocks and bonds, in various geographies—the US or foreign markets, for example—or by choosing stocks in many industries. Another way is to seek investments outside the public markets. Private equity is one such place. Alternatives, Wealth Planning Likes 0 SHARE Bookmarks
January 11, 2019 2018 Lessons Learned: Tenets of Investing Ring True, Time and Again by Kathleen M. Fisher The beginning of the year is often the time when investment strategists opine on the outlook for the year ahead. Although 2018 proved, once again, how futile such short-term forecasts can be, last year’s markets affirmed some of the evergreen tenets of investing. Alternatives, Equities, Fixed Income, Wealth Planning Likes 0 SHARE Bookmarks
May 18, 2017 Don’t Wait for Rough Markets to Take a Look at Alternatives by Christine Johnson, Richard Brink Volatility is remarkably low today, but it’s not likely to stay that way. Alternatives have the potential to provide diversification and reduce risk when markets get stormy again. But what’s the best way to design an alternatives allocation? Alternatives Likes 0 SHARE Bookmarks
March 23, 2017 Four Approaches to Responsible Investing Responsible investing means different things to different people. There are pros and cons to each method of incorporating environmental, social and governance factors into investment portfolios. Alternatives, Equities, Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
February 21, 2017 Life After Beta: Are You Asking the Right Questions About Alternatives? by Richard Brink, Christine Johnson Investors have had mixed experiences with alternative investments lately, as the market landscape has made it hard for managers’ skills to shine. It’s time to ask some pointed questions to get the right fit. Alternatives Likes 0 SHARE Bookmarks
February 02, 2017 The Investing Landscape in 2017: Fertile Ground for Alternatives? by Marc Gamsin, Greg Outcalt, Greg Outcalt Success for most alternative strategies depends largely on producing returns from alpha—sources beyond broad market movements. It’s been harder to do that in recent years, but that could change in 2017. Alternatives Likes 0 SHARE Bookmarks
November 16, 2016 Raising the Bar for ESG Investing Expectations by Linda Giuliano For years, many investors assumed that choosing environmental, social and governance (ESG) investing came with a cost—a performance shortfall. Based on our recent survey, that picture has changed. Alternatives, Equities, Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
November 09, 2016 Addressing Post-Election Volatility by Martin Atkin Yesterday’s US election has provoked a sharp spike in volatility across most of the world’s capital markets. But during bouts of such volatility, investors should question what part of today’s political influence on markets is sentimental rather than truly fundamental. Alternatives, Equities, Fixed Income, Policy & Regulation Likes 0 SHARE Bookmarks
October 31, 2016 Is Responsible Investing Near a Tipping Point in North America? by Linda Giuliano With environmental, social and governance (ESG) concerns becoming more pervasive among investors, Europe has taken an early lead in ESG adoption. But North America may not be far behind. Alternatives, Equities, Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
October 19, 2016 North America: Here Comes ESG Investing! ESG investing may not be common in North America right now, but based on our recent survey of institutional asset allocators, it may be on the verge of joining the mainstream. Alternatives, Equities, Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
September 27, 2016 Will Mortgage Bonds Be the Next Disaster—Again? by Gershon Distenfeld, Michael S. Canter For some investors, any mention of US mortgages takes them back to the dark days of 2008. But today’s mortgage bonds aren’t the devils some market participants make them out to be. Alternatives, Fixed Income Likes 0 SHARE Bookmarks
September 26, 2016 Alpha and Beta: Getting the Balance Right with Alternatives by Richard Brink Gaining more in up markets than you lose in down markets is at the heart of success in alternative investments. It’s not magic—the secret is an effective blend of market and nonmarket returns. Alternatives Likes 0 SHARE Bookmarks