All Strategies articles – Page 50
-
White papers
Implementing absolute return in a multi-asset framework
Institutions face challenges in a low-return market environment frequently interrupted with phases of high volatility. Many are seeking to improve portfolio risk-adjusted returns (Sharpe ratio) without sacrificing return objectives. Logically, two approaches are possible: pursuing a portfolio’s required rate of return with less volatility, or seeking to increase returns without ...
-
White papers
Ageing population: challenge for societies, opportunity for companies
The ageing of the population: under pressure More and more of us are getting older… A fact of life but the stark reality is that this long term demographic shift is inevitable and is already putting a great strain on our societies and economic models.
-
White papers
Generating returns and managing volatility: the absolute return approach to convertible bonds (October 2015)
The past months have been characterised by an unprecedented low rate environment coupled with unprecedented monetary easing policies. The continuous search for yield has pushed institutional investors out of their comfort zone, having to further diversify, to rethink their investment approach and risk budgets within a context of asset allocation ...
-
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?
-
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.
-
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?
-
White papers
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
-
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.
-
White papers
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
-
White papers
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.
-
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.
-
White papers
Russell Indexes: The quest for the Holy Grail
A short Q&A with Rolf Agather, Managing Director of Research & Innovation for Russell Indexes at Russell Investments.
