Looking ahead to the new year, 2019 is shaping up to be another challenging one for institutional investors looking for strategies to generate sufficient returns to meet their…
When it comes to investment principles, you probably think of your job as an institutional investor or a pension plan manager. Occasionally, you may think…
Share price dispersion remains prevalent in equity markets, but today’s active managers are having difficulty extracting alpha. They may not be looking in the right…
It should come as no surprise that asset owner sentiment is currently dominated by late-cycle tensions. Among pension plans and other institutional investors, this has…
Seventeen years after Steven Spielberg’s A.I. Artificial Intelligence, the concept of AI has evolved from a figment of our imagination to a topic that is…
Many institutional investors include value-oriented equity strategies in their portfolio to provide protection during declining equity markets. But not all value strategies are created equal, as…
Risk takes many forms and extends beyond investing. With 25 years in the CIA, David Bridges, now a research analyst at Fidelity Investments, thinks we…
When it comes to disruption, people typically talk about technology and its impact on jobs, society, and the global economy. But disruption is also happening…
At the first Risk Management Conference, 20 years ago, there were many things plan sponsors probably weren’t thinking about. Currency, for example, says Marlene Puffer,…
People know they shouldn’t be smoking, just as they know they need to move their bodies more, eat real food and save for retirement. But a lack…
Although factor investing and smart beta have gained in popularity, the emergence of alternative risk premia points to a critical focus for plan sponsors today:…
Take a look at any chart chronicling bond yields over the decades and you’ll see mountain after mountain — valleys and peaks, including one big…
Volatility is the traditional measure of risk, but environmental, social, and governance principles can help identify risks that may not reveal themselves in the volatility…