All Dynamic/Global/Tactical Asset Allocation articles – Page 6
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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
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White papersAlternative beta as true diversifiers
Alternative betas can play the role of a true diversifier in a broad-based portfolio. They include various equity style factors and can be found across asset classes such as stocks, bonds, credit, currency and commodities.
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White papersThe Future Book: Unravelling Workplace Pensions
The Pensions Policy Institute, commissioned by Columbia Threadneedle Investments, has published a new compendium of DC statistics, “The Future Book”, setting out available data on the DC landscape, projections of the future aggregate value of DC assets, commentary and analysis of current trends.
