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    Investor Spotlight: Social Impact in Focus for Italian Bank Foundations

    Investor Spotlight: Social Impact in Focus for Italian Bank Foundations

    Outsourced CIO (OCIO) - Sector in Brief

    Outsourced CIO (OCIO) - Sector in Brief

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    Private Equity Secondaries - Sector in Brief

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  • Recessions, Rising Rates and Received Wisdom in Fixed Income Investing

    Recessions, Rising Rates and Received Wisdom in Fixed Income Investing

    In a time of macroeconomic upheaval, bfinance’s fixed income team examines three popular beliefs in fixed income investing. In focus: performance in recessions, the impact of rising rates and the

    ...
  • What Excess Return Should We Expect from an Active Equity Portfolio?

    With investor sentiment now appearing to shift in favour of active equity management, as indicated in bfinance’s recent Asset Owner Survey, we ask portfolio design specialist Ruben Mutsaers: what

    ...
  • Defensive Equities and Market Downturns

    Through historic market downturns, defensive long-only equity strategies have shown a consistent ability to protect investor capital. Yet recent experiences have prompted questions around

    ...
  • Portfolio Protection and Overlays: Time for a Rethink?

    Following the considerable market losses endured in the first half of 2022, investors are taking the opportunity to weigh their own results and reassess resilience. Portfolio diversification,

    ...
  • Tackling The Committed Capital Conundrum

    As investor allocations to illiquid strategies have boomed, the question of what to do with the capital that is committed to and returned from those strategies has become increasingly

    ...
  • How to Build a Hedge Fund Allocation

    Hedge fund portfolio construction has changed. This brief paper outlines key considerations for developing ‘liquid alternatives’ portfolios.

  • Asset Owner Investment Vehicles - Sector in Brief

    More investors are launching a dedicated investment vehicle to house assets rather than investing in a wide range of pooled funds, separately managed accounts or ‘funds-of-one’. Find out more

    ...
  • Rethinking China's Role in Emerging Market Equity Portfolios

    Investors are reassessing their approach to investing in Chinese equities, supported by an evolving range of asset management offerings.

  • Italian Pension Fund Cuts Hidden Costs with Fund Hosting Platform

    With investors honing in on the potential for greater operational efficiency, external fund hosting services are becoming increasingly popular, with a diverse range of banks, asset managers and

    ...
  • 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

    ...
  • Tackling Hidden Costs in US Private Debt

    Private debt investors are increasingly turning towards US opportunities. Yet the structures used by managers can create substantial undisclosed leakage for clients.

  • How Alberta Teachers’ is Investing ‘Between the Seams’

    The quest for diversification plus returns is not an easy one in today’s investment climate: many strategies that provide low correlation with equities are falling short on performance. The

    ...
  • Hedge Funds Plus Risk Premia: Fantastic Fusion or Baffling Blend?

    The latest edition in bfinance’s biennial Investment Management Fees series. New analysis highlights areas where investors may be able to benefit from pricing trends, with ESG/Impact at the

    ...
  • Do Active Currency Overlays Beat Passive Hedges?

    Have enhanced (active) currency overlays outperformed static currency hedging in recent years? Based on our most recent manager analysis the answer appears to be “yes.”

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