Ric Thomas • November 22, 2015
The right proportion of a passive management mandate may actually lead to a greater actively managed share. Here’s how.
Julie Segal • November 16, 2015
The Employees Retirement System of Texas and other investors are using the equity markets to trade baskets of bonds.
Sharon Fay, Nelson Yu, Dianne Lob • October 25, 2015
High-conviction investment strategies can lend clear insight into the likelihood of consistency in returns and the rationale behind a fund manager’s decisions.
James Ross • October 13, 2015
Investors have not been quick to embrace active ETFs since they were developed seven years ago. But some perspective is necessary.
Julie Segal • October 06, 2015
Long impervious to change, the $8 trillion market is relying on new regulations and technology advances to fix the way securities change hands.
Bailey McCann • September 21, 2015
Even with five-year track records, newer hedge fund firms face close scrutiny from funds of funds and other allocators.
Sharon Fay • September 15, 2015
Passive portfolios have their place, yet investors need to watch out for sector bubbles and imbalances.
Andrew Barber • August 24, 2015
Global fears are finally catching up with U.S. markets, and the bull is stumbling.
Lori Heinel, Ritirupa Samanta • August 24, 2015
Within the sleeves of Barclays aggregate bond index lies a strategy on how to manage fixed-income factor and risk premiums.
Julie Segal • August 05, 2015
Critics like Carl Icahn should take it easy on ETFs. They are as much an answer to the liquidity crisis in bonds as a potential risk.
Yazann Romahi • August 03, 2015
The portfolio strategy allows investors to gauge genuine alpha while diversifying risk and offering transparency and lower fees.
Ryan Taliaferro • July 25, 2015
Single-exposure portfolio strategies can be useful for some but are hardly a one-size-fits-all allocation approach.
Katie Gilbert • July 23, 2015
Goldman Sachs Asset Management and S&P Dow Jones Indices are just two firms catering to this large and increasingly affluent group.
Julie Segal • July 14, 2015
Total assets held by the II300, Institutional Investor’s annual ranking of the nation’s biggest buy-side firms, top $45 trillion.
Robert Stowe England • July 01, 2015
Fallout from the Greek debt mess is more likely to buffet peripheral, rather than core, European economies.
Allen T. Cheng • June 11, 2015
The firm is working with Chinese authorities to address access issues and pave the way for including A shares in MSCI’s EM index.
Matt Peron, Mike Hunstad • June 02, 2015
Some indexes don’t match their label. Here’s how to capture the risk you want while minimizing the exposures you don’t.
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