The line between fundamental and quantitative investing is blurring as fundamental investors adopt tools and approaches long employed by “quants.”

European institutions are integrating exchange-traded funds (ETFs) more deeply into their investment processes and strategies.

Canadian institutions are at the forefront of a growing move by institutions around the world to integrate exchange-traded funds (ETFs) into their portfolios.

Exchange-listed options are a popular tool, as they offer relatively high transparency and price discovery compared to some other derivatives products. They also provide lower regulatory complexity and counterparty risk.

Across the board, Asian institutions are integrating ETFs into their portfolios as a standard tool for obtaining beta exposures in their allocations in both active and passive strategies.

Institutions are making greater use of ETFs in strategic portfolio functions. They are using ETFs to obtain investment exposures in “core” portfolio allocations, and as building blocks in top-down strategies that create alpha through asset...

Outsourced chief investment officer (OCIO) is one of the hottest topics of conversation in our ongoing dialogue with managers, consultants and institutional investors.

Investors are increasing allocations to focused strategies, or investment strategies, consisting of approximately 50 or fewer securities.

As investment needs and regulatory requirements become more complex, insurance companies globally are increasingly turning to external asset managers for help with specific investment strategies and solutions.

After millions of hours and euros (and dollars) spent in preparation, the Markets in Financial Instruments Directive II (MiFID II) has finally taken effect.