Latest White Papers – Page 366
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White papers
A Lower Risk Future: Developments in the Pension Risk Transfer Market
The international pension risk transfer marketplace is experiencing remarkable growth, with more than $240 billion in transactions completed since 2007. In the United Kingdom, United States and Canada, hundreds of companies have transferred pension risk to insurers and reinsurers, with at least 35 pension funds executing transactions over $1 billion.
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White papersNot all active managers are created equal: what to look for and why
This paper challenges the notion that active fund management – in aggregate and after fees – is a negative sum game. Indeed, the reward for selecting exceptional managers who deliver net outperformance can be a significant uncorrelated source of investment return.
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White papers
Investing in bonds in today's market environment
Interview with Guillaume Rigeade and Eliezer Ben Zimra, Fund managers, EdR Bond Allocation
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White papers
Deka: Reducing the Risks in Equity Investment
The challenge for many institutional investors is how to maintain exposure to the promising returns that equities offer over the long term despite limited risk budgets and renewed market volatility. The focus has shifted away from outperforming benchmarks in bull markets and towards achieving a comfortable return by controlling absolute ...
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White papers
Edmond de Rothschild: The Challenge Of Delivering Returns In A Low Yield Environment
In today’s durably low interest rate environment, generating attractive returns from the bond markets remains a key challenge for investors. A number of fixed income sectors do offer opportunities, but bond picking is still fundamental.
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White papers
Edmond de Rothschild: Emerging markets returning centre stage
Interview Thomas Gerhardt - Head of Global Emerging Markets and Commodities
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White papers
Metzler: Diversifying alpha with alternative beta
Finding alternative sources of returns that are uncorrelated to equity and bond markets is a key objective for institutional investors seeking to construct robust portfolios of investments.
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White papers
Deka: Investing in Infrastructure through a Loan Portfolio
For the majority of institutional investors, it is especially interesting to use debt instruments to gain exposure to infrastructure. However, evaluating and selecting the corresponding infrastructure loans is complex and requires an experienced partner.
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White papers
Exploiting recovery opportunities in Southern Europe
THE PERIPHERAL EUROPE INVESTMENT CASE At Generali Investments Europe S.p.A. SGR we believe that peripheral Europe will lead the upturn of the European economies. Southern European markets are having so far a remarkable beginning of the year - especially true for the Italian and Portuguese indices.
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White papers
An attractive way of gaining exposure to equity markets while limiting risk
Edmond de Rothschild Asset Management offers clients an Equity Low Vol solution. What needs does it address?
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White papers
From hero to zero and beyond: The investment implications of negative yields
Negative yields are seldom mentioned in economic and finance textbooks. But now that the central banks of Denmark, the eurozone, Sweden and Switzerland have set official rates below zero, investors are having to grapple with negative yields for short-dated, and indeed, some longer-maturity fixed income instruments.
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White papers
PanAgora - Diversification beta strategies
Among equity investors the term “Alternative Beta” has come to refer to an alternative investment approach to passive capitalisation weighted (CW) portfolios.
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White papers
Flexible, dynamic solutions for portfolio risk management
Overlay Management is basically a quantitative, disciplined and dynamic solution to risk management with one, simple goal: giving stability to client portfolios.
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White papers
Optimising your credit strategy in a low-yield world
Investment grade credit markets provided investors with strong performance in 2014, but with credit markets testing their highs, now is an opportune time for investors to reconsider how credit portfolios might be affected by diverging US and eurozone monetary policy.
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White papers
The case for pension funds to consider buy and maintain
Why should pension funds consider a buy and maintain strategy and how are such strategies being used by pension funds?
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White papers
Opportunities on financial debt amid today’s quest for yield and regulatory shifts
Why invest in subordinated financial debt today? We believe there are 3 main reasons that warrant exposure to this bond segment.
