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Commit to Quit: Habits for Successful Fund Managers
By Diane Harrison What habit is as old as time itself? It has to be making all kinds of ‘do-better’…
State of the Industry
Citi GPS on the Infrastructure as Asset Class
Citi Global Perspectives and Solutions (Citi GPS) has published a new white paper on the global need for…
Infrastructure
Private Equity Alpha and a Disappearing Act
Kyle Welch, an assistant professor of accountancy at George Washington University School of Business, has…
Factor Investing And The Importance Of Market Cycles
By Scott Opsal, CFA Director of Equities, The Leuthold Group The widespread popularity of smart beta ETFs…
State of the Industry, Asset Allocation
Looking at a Continent: Stress-Testing Banks and Insurers
The European Central Bank’s financial stability review, published in November 2016, predicts “steady, but…
Asset Allocation
Staying Private: A Contrary Push or a Weakening Pull?
The number of public companies listed on U.S. exchanges peaked in 1996. Due to mergers on the one hand and de…
Private Equity
6 Thoughts About the Alternative Credit Market
BNY Mellon has put out a new white paper about the alternative credit market, that is, about debt funds and…
Private Debt
Listed Infrastructure as a Complement to the Private Funds
Two portfolio managers (and senior VPs) at Cohen & Steers, in a new white paper, make the case that “…
BlackRock: Smart Beta Strategies Have Room for Growth
A recent Columbia Business School research paper looks into the transaction costs associated with smart beta…
State of the Industry, Asset Allocation, Access to Alternatives
The Principal-Agent Problem and Smart Beta
Economists  devote a good deal of attention to what they call the “principal-agent problem,” defined to…
State of the Industry, Asset Allocation
Notes on Impact Investing in Europe
The Science Communication Unit (SCU) of the University of the West of England has produced what it calls a “…
ESG, State of the Industry
The Low Volatility Anomaly: Gunpowder Inc.
In a new paper David Blitz, the head of quantitative strategies for Robeco Asset Management, crunches numbers…
Asset Allocation, Hedge Funds, Risk Management
Liquid Alternatives: A Look Back at Mercer’s Look Around
The market for liquid alternatives continues to grow and adapt. On St. Valentine’s Day of this year, ABR…
State of the Industry, Access to Alternatives
Why Do Alpha Seekers Find It In the Small Caps?
The median performance of active fund managers with a small-cap mandate is uniformly better than the…
Asset Allocation
Hedge Fund Managerial Talent: From Quality to Quantity
A new report that comes to us jointly from EY and the AIMA indicates that hedge fund industry leaders believe…
Hedge Funds