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.
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.
The continued pressure on plan sponsors to close funding gaps while simultaneously managing risk budgets is forcing U.S. institutional investors to take a hard look at their portfolio allocations.
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.

The Power of Focus

Greenwich Report
March 2018 By: Davis Walmsley, Sara H. Sikes
Investors are increasing allocations to focused strategies, or investment strategies, consisting of approximately 50 or fewer securities.
The blurring of lines between asset management and investment consulting represents a huge challenge to asset managers, since roughly 90% of their institutional clients rely on consultants for guidance.

2018 Competitive Challenges Conference

Join top leaders from the asset management community at the 15th annual conference!

Theme: Charting a New Course: Executing Change to Drive Profitable Growth

Date October 16-17, 2018
Location The Resort at Pelican Hill | Newport, CA

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