All Portfolio Management articles – Page 3
-
Video
Introduction to the Neuberger Berman US Long Short Equity Fund
(2:03) In this short video, Portfolio Specialist Kelly McMahon introduces the Neuberger Berman US Long Short Equity Fund, highlighting alpha opportunities on both the long and short side of the portfolio.
-
Video
Introduction to the Neuberger Berman Uncorrelated Strategies Fund
(3:05) In this short video, Senior Portfolio Manager Fred Ingham introduces the Neuberger Berman Uncorrelated Strategies Fund, outlining why he believes allocating to a truly diversifying set of hedge fund strategies is key to investing in the asset class.
-
White papers
Lessons from the Boxing Ring
Wai Lee, co-head of Systematic Research at Allspring, explains how investors can learn from the boxing world to determine the combination of portfolio techniques that fits their needs and may help reduce portfolio risks.
-
White papers
Climate Bond Investing: Reduce the Carbon, Fund the Transition
We believe climate change is one of the biggest risks in investment portfolios today. But, with this risk also comes tremendous investment opportunity, as the economy reworks against the impact of climate change.
-
White papers
Rethinking Fixed Income investing: Unorthodox portfolio construction in uncertain times
Franklin Templeton Fixed Income: We think the market is being overly optimistic in terms of their inflation expectations and are beginning to account for a change in the US Federal Reserve policy.
-
White papers
Introducing Smart ESG: A Revolutionary Approach to Sustainable Investing
Impact Cubed is a London-based provider of ESG impact data and analytics solutions. Our data is factorised and quantitative, offering a comprehensive and objective solution to the challenges posed by opaque and subjective ESG scores or ratings.
-
White papers
What to Expect When Expecting A Recession: A CIO’s Guide to Interpreting the Probability of Recession (PGIM IAS, June 2023)
Recessions are a regularity of the economic landscape. While each recession has its own unique set of characteristics, recessions share common attributes with implications for portfolio construction and asset allocation decisions.
-
Podcast
Megatrends: Personalized Investing
Megatrends can influence how we invest but what happens when it blends technology, investment acumen, and human expertise? Manju Boraiah discusses what personalized investing means to financial advisors and clients.
-
White papers
How High Is Too High | Are Infrastructure Valuations Grounded in Reality?
Headline valuations associated with infrastructure transactions have, for years, been subject to mockery, skepticism or a more subtle roll of the eyes, with airports, data centers and towers considered usual suspects. Although the nascent asset class has more or less gone mainstream, higher rates and macroeconomic uncertainty haven’t allayed such oft-cited concerns. So, what do we make of infrastructure valuations in today’s environment?
-
White papers
Augmenting Investment Decisions with Robo-Advice
We study the introduction of robo-advising on a large representative sample of Employee Saving Plans. Differently from many services that fully automate portfolio decisions, our robo-advisor proposes investment and rebalancing strategies, leaving investors free to follow or ignore them. We investigate the resulting human-robot interactions and show that with the robo-service investors increase their attention to the portfolio, their investment in the plan and their equity exposure.
-
Podcast
Building Portfolio Resiliency with Compounding Income
Join Kevin Johnson, CFA, head of Platform Distribution, and Christopher Lee, CFA, senior portfolio manager on the Plus Fixed Income team, as they discuss the current market environment and how adding short duration income to a portfolio may help investors find consistency through inconsistent markets.
-
White papers
PM Spotlight: A Mathematician Managing Munis
Nick Venditti, Senior Portfolio Manager of Municipal Fixed Income, has an exceptional background in municipal bond risk. Read this issue of PM Spotlight to learn about his approach to the asset class.
-
White papers
Is There A Need For A Chief Liquidity Officer?
Many institutional investors have a Chief Risk Officer assisting the CIO to measure and monitor portfolio volatility. However, for many long-term investors (e.g., pensions, sovereign wealth funds and defined contribution plans) volatility comes and goes and volatility risk is rarely life-threatening. In contrast, liquidity events can create a sudden and unexpected need to raise cash and can threaten a fund’s survival.
-
White papers
Do volatility forecasts benefit from range-based measures?
MARS, our Multi-Asset Research Series, focuses on complex topics in the realm of multi asset to bring quantitative investment research back to Earth. In this second issue, we continue to explore range-based volatility measures and consider their advantages to improve volatility forecasts versus other estimators.
-
White papers
Private vs. Public Investment Strategies – Reported and Real-World Performance
Based on reported cumulative returns, private assets – especially buyout funds – outperformed public assets by a wide margin from 2005 to 2021. However, this traditional performance comparison is misleading because reported performance of private assets does not reflect the real-world performance experienced by CIOs.
-
White papers
Private Equity, an advantage for sustainable economic transition
Private equity is entering the growing economic sectors. Considered by some as a speculative investment and by others as a diversification tool, this asset class continues to make headlines.
-
Podcast
Episode 6 | Bryan Jenkins - Pulling Back the Market Overview Curtain
Co-Head of Portfolio Management Group Bryan Jenkins pulls back the curtain on the process of building the annual Market Overview.
-
White papers
Benefits of Private Real Estate in Volatile Markets
In recent years, institutional and retail investor allocations to private real estate have risen steadily.
-
White papers
Sharing knowledge towards infrastructure safety improvement
The environments in and around essential infrastructure often involve interaction between large civil structures and operating systems, the transportation of commodities and manufactured goods, and a range of people – workers, customers, suppliers, tenants, visitors and community members.
-
White papers
History Doesn’t Repeat, but It Often Rhymes
Diversification is often key to navigating down markets, but focusing on the mix of stocks and bonds may not be enough.