Although the Low Volatility factor has delivered disappointing results during the Covid-19 era – and active low-volatility equity strategies produced extremely mixed performance outcomes as a

How are investors’ ESG priorities and practices changing? We surveyed 256 asset owners around the globe with assets in excess of US$7 trillion to discover which approaches they now use and

Investors are demonstrating appetite for small cap equity strategies late in the market cycle. Yet the motivations for seeking small cap are evolving and the product universe has changed.

A challenging period for factor investing has left investors scrutinising the performance of Alternative Risk Premia strategies. In a sector where benchmarking has been problematic, this

As the global pandemic unfolds, 368 investors representing $11 trillion in assets share their lessons learned, key portfolio changes and expectations for the year.

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

In Late-July 2020, bfinance clients and other investors joined the research team (virtually, of course!) for a recap of active manager performance, portfolio positioning and investor activity in

The second quarter brought a spike of investor interest in REITs – quicker to crash than private real estate, due to the inevitable lag in illiquid asset write-downs, but with a history of strong

Recent bfinance reports highlight the extent to which style factors have driven equity returns through the COVID-19 crisis, with value materially underperforming at one end and quality delivering

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

On April 22nd, more than 300 investors around the globe joined the bfinance research team (virtually) for a session dissecting manager performance through the crisis so far.

The past decade has seen dramatic growth in the listed infrastructure sector, as well as the emergence of hybrid strategies that combine listed infrastructure with REITs. This paper draws on the

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

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

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

“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

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

Noting a rise in client demand for REITs, we explore some of the recent developments in this sector and highlight key implementation considerations.

Which bfinance papers and articles received the highest number of views and downloads in 2019?

Derivatives-based overlay strategies to protect against equity losses have become increasingly popular through the past twelve months among bfinance clients. The decision to apply a more explicit