Investment managers are being caught off guard by tougher questions from an increasingly sophisticated allocator market. Are you prepared for your next beauty parade?
Do the products and services of the companies you invest in create negative or positive material outcomes?
New technologies always face resistance, but demographic shifts imply there is a fierce tailwind behind crypto adoption, politically, economically, and financially.
Carlsson-Szlezak and Swartz attempt to add fresh thinking on framing macro shocks that may often prove to be false alarms. Any general reader will obtain some key fresh insights with this work, and CFA charterholders will be offered an alternative to the conventional Wall Street approach to macro discussions.
This survey asks asset owners about how they manage assets, report performance, and consider the GIPS® standards when doing so.
As financial systems evolve, preserving the US dollar's dominance will require skillful policy management and the integration of cutting-edge technologies.
Mega-cap concentration has exploded since 2015. The corollary to an increasingly top-heavy benchmark is that market diversification and breadth have never been more limited. A multifactor methodology can be a restorative balance to US equities when more traditional measures fall short.
With Federal Reserve Chair Jerome Powell's semiannual address to the Senate Banking Committee this week fresh in mind, it is an ideal time to consider the drivers of r*.
Asset classes such as commodities have historically had notable diversification benefits for longer-term investors who are concerned with inflation.
Vanguard's OCIO clients should be wary of the higher-fee active funds and alternative investments that are now open to them.