All Dynamic/Global/Tactical Asset Allocation articles – Page 5
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White papers[Summary] Outnumbered but not outpaced – the bold change we need for female fund manager talent to break through
While financial services has made some progress towards parity, asset management remains an outlier with only 7% female representation. Alison Jefferis argues that it’s time to embrace bold change to redress the balance as the industry is missing out on a deep pool of talent and resources.
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White papersTalking down the U.S. dollar: A means to an (unsuccessful) end
Is it better to be weak or strong?
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White papersEconomic Insights: February 2017
Recession; it follows an expansion as the economy encounters constraints, inflation rises, and the Fed hikes interest rates. A recovery follows a recession and begins a new era of better growth, mild inflation, and stock market gains.
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White papersThe nimble and the quick: Success in the future of asset management
Being nimble in the asset management industry means having the organizational agility to adjust to markets and client needs efficiently and cost effectively. For passive managers, scale and low fees will continue to be the point of competition. For active managers, clients will require access to a diverse set of niche asset classes to provide alpha atop their passive core portfolio’s beta exposure.
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White papersBehavioural Interventions Series: Paper Three Committed, Disengaged, Suspicious or Falsely Secure - What type of pension saver are you?
Saving for retirement is for most a complex and inaccessible topic, which is perhaps why many people switch off rather than engage with it head-on.
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White papersThe Big Picture: A Cost Comparison of S&P Select Sector Futures and ETFs
This report compares the all-in cost of replicating S&P Select Sector exposure via futures and ETFs across four common investment scenarios.
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White papersWhat are investors looking for in today's investment environment?
These conflicting times of unconventional monetary policy finds investors balancing their choices in an effort to avoid the risk of capital losses; and, at the same time, avoid the regret of missing what may well be a once-in-a-generation bull market in equities.
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White papersThe end of the beginning: The global economy picks up momentum in 2017
November 1942. Winston Churchill addressed the British House of Commons on the occasion of the first Allied victory to date over Hitler’s armies in all of World War II. General Montgomery had defeated Rommel’s seemingly unstoppable armored Panzers at the battle of El Alamein.
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White papersU.S. Election Cycle Ends With a Bang
With an early morning concession call to Donald Trump, Hillary Clinton brought to a close an election cycle unlike any in recent memory.
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White papersInvestment Implications of the U.S. Elections
In this commentary, we use game theory to scrutinize the strategic interactions of the parties involved in the upcoming U.S. elections and analyze the investment implications of a win by either Hillary Clinton or Donald Trump.
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White papersDynamic Real Return Fund Reaches Three-Year Milestone
At the end of June the Dynamic Real Return Fund celebrated its three year anniversary. The Fund targets performance of CPI plus 4%, in line with the long-run return of equities but with less than two-thirds of the volatility. The solution is offered to institutional clients at 0.50% OCF (including additional expenses).
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White papersAlternative Risk Premia: Constructing a true diversified portfolio
As investors seek to both improve risk-adjusted returns and meaningful diversification of their portfolios, they can take advantage of a portfolio of approximately 25 to 40 risk premia using a combination of risk parity, risk targeting and tactical asset management.
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White papersMind the gap: Overcoming the cognitive barriers to saving for retirement
In this paper, Chris Wagstaff considers how reasonably simple behavioural interventions can be used by policymakers, regulators and the pensions community to improve saving decisions.
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![[Summary] What constitutes a first class pensions system? Adopting a global perspective of what defines a good retirement outcome INDEX](https://dvn7slupl96vm.cloudfront.net/Pictures/100x67/5/3/0/65530_Summary_What_constitutes_a_first_class_pensions_system_Adopting_a_global_perspective_of_what_defines_a_good_retirement_outcome_index.png)
White papers[Summary] What constitutes a first class pensions system? Adopting a global perspective of what defines a good retirement outcome
In this paper, Chris Wagstaff takes a comprehensive look at pension systems worldwide; identifying those enduring principles with universal application that characterise an ideal pensions system and ultimately contribute to that all-important holy grail: generating a comfortable retirement for savers.
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![[Full paper] What constitutes a first class pensions system? Adopting a global perspective of what defines a good retirement outcome index](https://dvn7slupl96vm.cloudfront.net/Pictures/100x67/5/2/8/65528_Full_paper_What_constitutes_a_first_class_pensions_system_Adopting_a_global_perspective_of_what_defines_a_good_retirement_outcome_index.png)
White papers[Full paper] What constitutes a first class pensions system? Adopting a global perspective of what defines a good retirement outcome
In this paper, Chris Wagstaff takes a comprehensive look at pension systems worldwide; identifying those enduring principles with universal application that characterise an ideal pensions system and ultimately contribute to that all-important holy grail: generating a comfortable retirement for savers.
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White papersGame Theory Primer for Macro Investors
Game theory provides a framework for making sense of geopolitical and macroeconomic developments that affect asset prices—and investors can leverage game theory to assess investment opportunities.
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White papersIs your default fund fit for purpose? Are we setting retirees up for failure by default? (Paper I)
In the first of three papers, entitled: Is your default fund fit for purpose?: Are we setting retirees up for failure by default?, Chris Wagstaff considers the importance of fit-for-purpose default funds and good default fund design.
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White papersThe High-Tech Lever: Examining Technology’s Influence on the Economy
The physical limitations of our strength, our endurance, and our finite life span have actually been a catalyst to the success of our species. Human beings have used their creativity and ingenuity to continually transcend those confines.
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White papersBasis Trade at Index Close (BTIC) Trading at Index Option Expirations
Most index options traders use index futures for hedging purposes.
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White papersAlternative Beta: There is another way
As institutional investors urgently seek ways to truly diversify their portfolios, alternative beta strategies offer a low cost, liquid alternative to multi strategy and fund of hedge funds
