Latest White Papers – Page 367
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White papers
Webcast: The Global Private Finance Opportunity
As investors continue to hunt for yield in this historically low interest rate environment, global private credit markets offer a potential solution for achieving both attractive returns and diversification.
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White papers
Research Affiliates - Financial engineers and the factor bubble
Is there a factor bubble? Tabulating papers in the top finance journals, nearly 250 factors appear to provide excess returns.
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Russell Indexes - Smart beta implementation strategies
Insights into how smart beta is being implemented, focusing on the survey responses of over 50 asset owners that currently have smart beta allocations
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TOBAM - Make diversification your beta
Yves Choueifaty, President and Founder of TOBAM, explains why concepts such as “smart beta” or “neutral portfolio” require clear definitions and how the Maximum Diversification® approach answers the need for beta.
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PanAgora - Efficient smart beta analysis
There is increasing interest in “smart beta” strategies as investors seek new ways in which to capture risk premia more efficiently and inexpensively. However, the term “smart beta” means different things to different people.
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Some smart beta approaches are smarter than others
The ‘low-risk anomaly’ has been around since at least 1926. Empirical evidence first found over 40 years ago shows that low-volatility investment portfolios tend to produce higher returns than riskier portfolios
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Smart beta: Not new, not beta, still awesome
Let’s be blunt. Smart Beta is mostly re-packaged, re-branded quantitative management. That’s not to say we don’t like it or think it’s not good for investors.
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Are international equity market disparities opportunity sources for value investing?
Global financial markets have yet to fully take on board the effects of numerous events in 2014. Geopolitical risks featured prominently, including tensions in Ukraine, a rash of Middle Eastern conflicts and fresh political friction in the EU.
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White papers
Active or passive? That's the wrong question
The debate over active versus passive investment has been raging for 50 years now – for much of that time, unproductively.
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Edmond de Rothschild: M&A deals are back - companies are feeling confident again
Interview with Philippe Lecoq, manager of the Edmond de Rothschild Europe Synergy fund
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Metzler: DC lifecycle models - avoiding a bond market bias
Lifecycle models within defined contribution (DC) pension schemes have typically been based around the idea of reducing investment risk as one gets older, by reducing exposure to equities and increasing exposures to bonds.
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Edmond de Rothschild: Is there upside on emerging debt?
Interview with Jean-Jacques Durand, manager of the Edmond de Rothschild Emerging Bonds fund
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The Free Lunch Effect: The Value of Decoupling Diversification and Risk
In this piece, we will discuss why thinking about diversification and risk independently may help investors to build more efficient portfolios. In particular, we introduce a way to think about the diversification potential of portfolios, or the Free Lunch Effect.
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White papers
Metzler: How can investors participate in a trend before it has ended?
Few people today would still insist that financial markets are efficient. Financial markets are driven by ideas and ideas do not flow instantaneously across markets.
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White papers
Edmond de Rothschild: Seizing opportunities on Europe’s convertible bond market
What is driving the European convertible market?
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White papers
Balancing growth, diversification, downside risk and liquidity
Investors today face a conundrum: how should they pursue future capital growth while maintaining diversification and seeking to limit downside risk, given current market valuations?
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White papers
Improving portfolio efficiency with multi-asset absolute return strategies
Most institutional investors are searching for strategies to improve risk-adjusted returns (Sharpe ratio) without sacrificing return.
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White papers
Edmond de Rothschild: Infrastructure debt - fresh opportunities
Funding European infrastructure with senior debt: helping institutional investors earn high returns with privileged access to a long-term investment
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White papers
Senior secured loans: an attractive addition to fixed income portfolios
Senior secured leveraged loans have received a lot of attention lately due to the record inflows in loan mutual funds, the creation of loan ETFs (Exchange Traded Funds) and the newly resurgent CLO (Collateralized Loan Obligation) market.
