When it comes to selecting and working with external asset managers, larger asset owners have a dual responsibility—says Majdi Chammas of Första AP-Fonden (AP1), one of Sweden’s four pension

Although infrastructure is renowned as an inflation-sensitive asset class, the reality varies greatly depending on the strategy type and asset-level specifics. Not all ‘inflation-linkage’ is

The bfinance 2022 Insurer Investment Survey provides a detailed look at key changes in insurance firms’ investment portfolios, risk exposures and resourcing/implementation.

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

With the investment industry expecting significant outcomes from COP26 in November, climate risk management and portfolio carbon exposures have never been higher on investors’ agendas.

A new study, featuring data from 120 wealth managers around the globe, identifies significant changes in investment capabilities, ESG integration and strategy.

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

The universe of strategies that invest across multiple liquid asset classes is increasingly large, diverse and complex. A new taxonomy helps investors to understand the space and develop a robust

The renewable energy infrastructure landscape is evolving rapidly, as are asset managers’ strategies. This paper illustrates key developments, including case studies of recent manager

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

With diversity becoming an increasingly visible priority for investors, how do asset managers measure up? In this article we take a closer look at infrastructure managers, where recent searches

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

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

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

One of the key recommendations in the CMA’s Provisional Decision report is a new mandatory requirement. UK pension funds should, they say, conduct a “competitive tender” when appointing a

As we pass one of two major annual windows for contract renewals in Insurance-Linked Securities, asset owners are watching closely to see whether the recent rise in premiums will be sustained or

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

Commodity investment is back in the spotlight. This paper – part of the DNA of a Manager Search series – explores one pension fund’s hunt for an enhanced commodity overlay manager. We hope that

Environmental, social and governance considerations are increasingly important across all asset classes. Yet ESG priorities and principles varying hugely among investors, creating interesting