Industry Voices

  1. U.S. buyouts: Achieving attractive returns in a high price environment

    trueManager selection — always of paramount importance to the success of private equity programs — is even more critical in today's highly competitive and very expensive marketplace.

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  1. Active investing in an indexed world

    trueWhile active management still plays a critical role in portfolios of all sizes and sophistication levels, it’s hard to ignore the reams of headlines and research notes making the case for passive.

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  2. Systematic quant uncovers EM small-cap opportunity

    trueThe potential investment opportunity represented by small-cap stocks within the emerging markets space — both in terms of returns and low correlation to traditional markets — is clear to many investors.

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  3. Why now is the time for Asian private equity

    trueInvestor interest in Asia, particularly in Asian private equity, appears to have waned in recent years, with many developed markets globally trading at or around all-time market highs while various Asia-Pacific markets continue to languish.

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  4. Europe ripe for active strategies

    trueWhile European ETF funds have seen peak outflows amid economic concerns, the dislocation and ongoing macro unease can be viewed as reintroducing value to the Continent.

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  5. The role of hedge funds in institutional portfolios

    trueDespite recent high-profile exits from hedge funds and alternative investments, public pension funds are expected to be the main driver of growth in the alternatives space going forward. The combination of high interest and controversy around hedge funds and their managers has fueled the ...

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  6. Ruble, ruble, oil and trouble

    trueIt's natural to wonder if, like the three witches in Macbeth, the year's events are harbingers for additional strife and trouble. However, if one were to heed the negative headlines and "pack it in" for 2015, one is likely to miss the opportunities that currently present themselves as fear ...

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  7. Did the Treasury undermine the Fed?

    trueA paper from Harvard scholars has the potential to influence Fed and Treasury policy. In particular, the Treasury might be urged to sell less long-term debt in favor of more short-term debt. Because this could reduce the supply of quality long-term assets available to match long-term liabilities, ...

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  8. 9 New Year's resolutions for investors

    trueHirtle Callaghan's CEO finds analogies between the current momentum-driven market with the dot-com market of 2000 and offers nine investment resolutions for the year.

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  9. Be aware of your assumptions

    trueSince 2009, investors and markets have been highly sensitive to risk — and markets have offered high risk premiums. As these risks have gradually diminished, all asset classes have benefited. Equities have risen, bonds have rallied and, generally speaking, long-only investors have benefited. ...

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  10. Glidepath evaluation: Moving past 'to vs. through'

    trueGiven the complexities associated with target-date funds' many moving parts, the growing number of distinct approaches and the need to look beyond the record keeper's proprietary offering, choosing the right suite of TDFs can be a daunting responsibility.

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  11. Taking a more proactive approach to socially responsible investing

    trueMany non-profit organizations with growing endowments and foundation investments pools can use SRI to make impactful contributions to their mission and work.

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  12. Creating a culture of retirement savers

    trueIt is clear that our country's savings culture — and the systems that support it — need a significant reboot.

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  13. High-frequency trading: Considerations and risks for pension funds

    truePotential negative effects of the subset of automated algorithm-based trading known as high-frequency trading have recently generated significant attention, including congressional hearings, regulatory investigations, lawsuits and widespread media coverage. A fiduciary to a pension fund should ...

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