Practical analysis for investment professionals

Investment Management Strategies


Climate Transition Risk in European Equity Markets

How can investors assess climate transition risk in their portfolios?

EAM: How and Why AI-Powered Active Management Will Dominate Passive

For active management to acquire sufficient alpha to eclipse passive, a paradigm shift driven by new technologies and new methods is required. That's where Ensemble Active Management (EAM) comes in.

Know Your Prospect (KYP): What’s in Their Portfolio and Why?

Using a potential client's existing portfolio as a diagnostic tool just might lead to a higher conversion rate.

Revolution and Risk: How to Pilot the AI Revolution

Previous market bubbles provide valuable lessons as we navigate the artificial intelligence revolution. They emphasize the need for a clear-sighted, cautious approach.

Climate Change Calculus: HNWIs and Sustainable Impact Investing

HNWIs understand that there is no backup planet to invest in or build on, and their capital allocations are beginning to align with that sentiment.

Venture Capital: Lessons from the Dot-Com Days

Start-up valuations have yet to fully reflect the market's ongoing downdraft. The correction could prove as protracted as that of the dot-com crash. 

2024 US Wealth Management Outlook: In with Alternatives?

The instability and uncertainty of recent years demonstrate how vital it is to look beyond traditional securities and embrace a flexible mindset.

AI’s Carbon Footprint: Balancing Innovation with Sustainability

The future of artificial intelligence (AI) should not just be smart, it must also be sustainable.

The Low-Volatility Factor and Occam’s Razor

Will the low-volatility premium continue to be the best-kept secret in financial markets?

Mergers and Acquisitions in 2024: Headwinds to Tailwinds?

With wide spreads, an improved playbook for assessing deal risk, and the potential for more M&A activity to materialize, 2024 could be a strong year for merger arbitrage performance. 



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