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High-Yield Credit: The Case for Systematic and Discretionary Management
A new look “under the hood” at active credit managers comes from a paper written by two executives at AQR…
State of the Industry, Hedge Funds
The Verdict Is In: It's a Soft Landing for the Global Economy
Neuberger Berman has long pressed the investment thesis that the prolonged recovery from the depths of the…
State of the Industry, Asset Allocation
Hedge Fund Performance and Fees: Who is Earning Their Keep?
The Eurekahedge Hedge Fund Index was up in June, wrapping up a very strong first half of the year for the…
State of the Industry, Manager Selection, Hedge Funds
Active Risk Budgeting Gets Consistent Alpha
A new paper takes an experimental look at “Active Risk Budgeting,” a method of portfolio construction that…
State of the Industry, Risk Management, Asset Allocation
Advance Notice Bylaws vs. Activist Hedge Funds
One of the tools commonly used by the management of publicly owned corporations to limit the activism (or to…
Hedge Funds
Equity Differential: A Factor in Currency Returns
A recent publication by two executives of State Street Associates identifies a new factor in currency turns,…
State of the Industry, Asset Allocation
Ramping Up a PE Allocation Over Time
Many investors with long horizons are increasing their allocation to private equity funds: to extract the…
State of the Industry, Risk Management, Private Equity, Private Debt
One Year Left to Run on Critical No-Action Letters for Investment Managers
The Securities and Exchange Commission issued three no-action letters on the issue of research payments, in…
State of the Industry, Risk Management, Asset Allocation
Restrictions on Pension Plan Investments: A Global Survey
A new report from the Organization for Economic Cooperation and Development surveys the main quantitative…
State of the Industry, Hedge Funds, Asset Allocation
Tick Size and High-Frequency Trading
A lot of hopes have been placed on changes in market tick sizes. In the 1990s there was a big push to reduce…
State of the Industry, Asset Allocation
The Audacity of Opacity
By Bill Kelly, CEO, CAIA Association Why are we still talking about this? No, it’s not the central bankers…
Asset Allocation, Hedge Funds, Manager Selection, Private Equity, State of the Industry, Educational Alpha
ESG: WHAT’S UNDER THE HOOD?
By Nicolas Rabener of FactorResearch (@FactorResearch) ESG INVESTING – SIMPLE OR COMPLEX? Investing is…
State of the Industry, ESG
Quantum Computing Will Mess Up all Expectations
There are reports that Google is preparing an announcement of “quantum supremacy” for later this year. If…
State of the Industry, Risk Management, Asset Allocation
Private Equity and the Law in India
A forthcoming article in the University of Pennsylvania Journal of International Law discusses the investor…
State of the Industry, Private Equity, Private Debt
Oil & Gas: Where is the Capital Flowing?
The last two years have seen record low levels of mergers and acquisitions activity in the oil and gas sector…
State of the Industry, Private Equity