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Rethinking Quality: Why Benchmarks Don’t Capture the Full Picture
Quality-oriented equity strategies have long been a favourite among institutional investors—but quality indices have struggled to gain traction.
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Liquidity in Infrastructure: How Far Can Semi-Liquid Go?
The growing appeal of semi-liquid private market vehicles represents a significant shift in how institutional investors approach illiquid asset classes.
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Navigating Potential Pitfalls in ‘Semi-liquid’ Private Equity
Liquidity-friendly vehicles for illiquid asset classes are on the rise. In order to avoid potential pitfalls, however, it is crucial to interrogate asset managers’ approaches. As part of our
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Impact Private Debt: DNA of a Manager Search
The ‘Impact Private Debt’ sector has undergone a significant phase of expansion during the past two years. This report presents an overview of currently available strategies, while an
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Four Family Office Trends to Watch in 2025
‘Energy transition’ tailwinds should, it is often argued, boost the prices of particular commodities in the years ahead.
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Properties of Performance: What Has Set Real Estate Fund 'Winners' Apart?
With an eye on recent difficulties in real estate portfolios, we ask: what has separated high-performing real estate managers from their weaker counterparts? And should investors consider
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‘Enhanced Indexation’ Gains Momentum as Investors Shift Gears
Asset owners are now grappling with fundamental tensions within equity portfolio design. The runaway performance of tech titans has led to fears of market over-concentration. At the same time,
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Time to Press for Better Fees in Private Markets?
A new survey of more than 300 investors (Global Asset Owner Survey, November 2024) indicates that more than 40% believe ‘like-for-like’ fees for Private Equity managers have decreased in the past
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Diagnosis: Opportunity? Direct Lending in Healthcare
Private debt investors are eyeing apparently superior returns in healthcare lending, with funds’ net IRR targets suggesting a premium of more than 300bps versus conventional direct lending
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Forget Hedge Fund Strategy Labels – Here Are Three Groups that Matter
Conventional hedge fund classifications, as taught by bodies such as the CFA Institute and CAIA, are based on asset managers’ investment techniques, processes and instruments: equity hedge,
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Seeking Diversity from Investment Managers
Diversity (or the lack of) has been a hot topic across the asset management industry for decades. However, a growing number of investors are seeking managers who encourage and display high levels
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Equity Market Neutral: Sector in Brief
Equity Market Neutral (EMN), valued at around US$50 billion, is a niche and distinct fragment of the broader Equity Long/Short family, currently estimated to be worth US$1.1 trillion. This pure
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Investment Management Fees: Fairness Revisited
Amid macroeconomic shifts and changes in the investment industry, fees and alignment of interest require fresh attention. This Investment Management Fees report considers the latest fee data and
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Top Investor Surveys Part Ways on Asset Allocation Expectations
Credible asset owner surveys can be a useful source of insight for both investors and the asset managers/advisers that serve them. Their headline findings often tend to focus on expected changes
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Passive ESG Investing Needs Careful Attention Amid 'Backlash'
From the pages of the Financial Times and Reuters to the hallways of investment conferences, noise of an ‘ESG Backlash’ has echoed around the asset management industry through recent months.
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Asset Manager Selectors: Three Themes to Watch in 2024
The 2023-4 period has brought new challenges for institutional investors, affecting both strategy and investment manager selection – the task of identifying the right products and the right
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Money for Nothing? Hedge Funds Haven’t Budged on Hurdle Rates (Yet)
Although two years have now passed since the Federal Reserve started rapidly hiking interest rates, the likelihood that your hedge fund manager will have a ‘hurdle rate’ for their performance
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Carbon Trading Strategies: Sector in Brief
This report provides a concise introduction to the investment characteristics of carbon compliance credits and the growing use of this emerging asset class by hedge funds, traditional asset
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Investment Grade Corporate Bonds: Understanding Manager Performance
Investor appetite for investment grade fixed income grew significantly last year but active managers are coming under scrutiny. This report examines corporate bond manager performance and
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As Operational Risks Evolve, Investors Must Scrutinise Service Providers
Pension regulators around the globe are sending clear messages that investors must strengthen their operational frameworks and that trustees can be held accountable if they do not.
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