This content is from: Portfolio Are ‘Best Ideas’ Portfolios Really the Antidote for Active Managers? High-conviction strategies aren’t a panacea for underperforming active funds and present their own risks for portfolio managers, according to new research. By Julie Segal July 30, 2021
This content is from: Portfolio The Reason Behind These Two Hedge Fund Strategies’ Turnaround Is Not What Most Investors Think After years of getting crushed, equity quant and risk premia are back— at least for now. By Julie Segal July 20, 2021
This content is from: Portfolio Cracking Private Companies: Investors Buy Into Tribe Capital’s Vision of Disrupting Silicon Valley Itself Founders Ted Maidenberg, Arjun Sethi, and Jonathan Hsu now have $1.5 billion to invest in companies based on insights from quantitative techniques and data science. By Julie Segal July 15, 2021
This content is from: Corner Office How Benchmarks Keep Pension Stakeholders in the Dark The self-constructed yardsticks used by U.S. public pensions are often conflicted, “acting as player as well as scorekeeper,” according to new research from Richard Ennis. By Julie Segal July 14, 2021
This content is from: Corner Office PGIM Bets on Booming Secondary Markets with European Acquisition The asset management firm has entered a deal to buy Montana Capital Partners. By Julie Segal July 13, 2021
This content is from: Portfolio Climate Change Could Set Off Mass Migration Around the Globe — With Major Investment Implications With rising temperatures pushing people to seek better lives elsewhere, Wellington assesses what a reordering will mean for economies, regions, and industries. By Julie Segal July 09, 2021
