All Portfolio Management articles – Page 2
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White papers
Net Zero Investment Portfolios - Part 2. The Core-Satellite Approach
This article is the second part of a research project on net-zero investment. While the previous publication was dedicated to the integrated approach, this one focuses on the core-satellite approach. As explained in the first part, net-zero policies need to address two dimensions: decarbonizing the portfolio and financing the transition.
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White papers
Beyond the Traditional: Uncovering the Value of Investing in Specialized Real Estate Properties
The concept of diversification is essential to investment portfolios. Diversification involves investing in a variety of assets to reduce risk, while increasing potential returns.
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White papers
Investment outlook
A winning investment strategy in this environment calls for getting off the sidelines and positioning portfolios for attractive late-cycle opportunities while they’re still in play.
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White papers
Opportunity in the Private Equity Liquidity Squeeze
Why we think macro uncertainty and the private equity liquidity squeeze are making secondary market conditions particularly favorable for targeted buyers
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White papers
Deploying AI in Investment Applications: Three Case Studies
There are different ways to apply AI to portfolio management processes. We discuss three distinct approaches in fixed income, hedge funds and equities.
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Podcast
Riding the Curve: A Sprint or a Marathon?
Recorded on August 23, 2023, this conversation centers on the parallels between the world of running and how investors might consider positioning themselves across the yield curve today to run a successful race. Danny Sarnowski, portfolio specialist for the Plus Fixed Income team with Allspring Global Investments, and Abby Becker, consultant relations associate manager, share their thoughts.
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White papers
Do better volatility forecasts improve risk-based portfolios?
MARS, our Multi-Asset Research Series, focuses on complex topics in the realm of multi asset to bring quantitative investment research back to Earth. This third edition completes our previous research on range-based volatility measures – or models that account for intraday patterns – by asking if such measures could improve the return profile of a risk-based portfolio.
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White papers
The Consumer and the Stock Market
As the “wealth effect” is driven less by house prices and more by investment markets, it may change our views on asset valuations and portfolio construction.
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Video
Meet the Manager: Orla Garvey
In our latest manager profile, Orla Garvey, Senior Portfolio Manager, reflects upon her career beginnings, explains why a healthy amount of humility goes a long way in her role, and offers her take on the macroeconomic outlook for the remainder of the year.
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White papers
Four critical elements for asset managers to meet the biodiversity challenge
Our biodiversity system is deteriorating at an alarming rate and its loss is causing damage not only to the natural world but to the wider planet, society, and the global economy.
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White papers
Global Asset Allocation Viewpoints: Time is running out
Most of the world’s largest economies are facing varying levels of slowdown, and the global growth outlook has deteriorated. In the 3Q Global Asset Allocation Viewpoints, our Global Insights team shares their perspectives on the rising recessions risks and other key themes impacting financial markets and portfolios in the quarter ahead.
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Video
Megatrends – Quality
(2:06) Client Portfolio Manager, Nicole Vettise asks why quality is more important now than ever for equity investors.
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Video
Megatrends – Value
(1:58) Client Portfolio Manager, Nicole Vettise examines the opportunities for value style equity investors in the current environment.
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Video
Megatrends – Non-US
(2:26) Client Portfolio Manager, Nicole Vettise considers why looking outside the US to regions like Japan could yield fresh opportunities.
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White papers
Q&A with Tom Kerr, Part III: Secondary Market Landscape
We are now mid-way through 2023, so we caught up with Head of Secondary Investments Tom Kerr to gain his perspective on the current secondary market environment.
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White papers
Q&A with Tom Kerr, Part I: Secondary Market Deal Activity
We are now mid-way through 2023, so we caught up with Head of Secondary Investments Tom Kerr to gain his perspective on the current secondary market environment.
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White papers
Smart ESG model portfolios
Create custom, ESG-integrated strategies using objective impact data and advanced quantitative frameworks
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Asset Manager News
Making Green, Greener. Smart ESG Optimiser Slashes Carbon, Water and Waste from Portfolios
Impact Cubed Smart ESG model portfolio enables significant improvement across 15 ESG factors, including carbon emissions, freshwater usage, and waste generation, alongside a substantial increase in revenues from environmentally beneficial activities.
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White papers
The case for commercial real estate as part of a well-diversified portfolio
The investment landscape has been significantly impacted by the shift in the Federal Reserve’s (Fed) monetary policy beginning in March of 2022.