CURRENT HEADLINES

Utilizing Risk Parity to Generate Better Equity Portfolio Outcomes

Utilizing Risk Parity to Generate Better Equity Portfolio Outcomes

In light of the empirical evidence demonstrating the shortcomings of market cap-weighted indexes, it “seems remarkable” that the vast majority of equity exposure remains “index-like,” according to PanAgora Asset Management’s Eric Sorensen ... [read more]

The Growing Opportunity for Liquid Alternatives in DC Plans

The Growing Opportunity for Liquid Alternatives in DC Plans

The growth of liquid alternatives has been rapid in recent years, and more and more investors are seeing the benefit of adding these assets to their portfolios. Direct contribution (DC) retirement plans are likely to be the next big segment ... [read more]

Northern Trust John Keshner

Video: Recent Market Volatility and Mitigating Portfolio Risk

Recent volatility in the markets has highlighted the need to maintain risk mitigating strategies in a portfolio. In an interview with FundFire at the recent NACUBO conference for endowments, John Keshner, Managing Director at Northern ... [read more]

Weekend Reading Liquidity, Liquid Alts, Managed Futures...

Weekend Reading: Liquidity, Liquid Alts, Managed Futures…

The development of liquid alternatives has been an important evolution for the asset management industry. These products have allowed for the migration of less constrained investment strategies from the exclusivity of the institutional and ... [read more]

HEADLINE NEWS

IN DEPTH

COMMENTARY

Weekend Reading Liquidity, Liquid Alts, Managed Futures...

Weekend Reading: Liquidity, Liquid Alts, Managed Futures…

The development of liquid alternatives has been an important evolution for the asset management industry. These products have ... [read more]

361 Capital There Was a New Peak Last Week...

361 Capital: There Was a New Peak Last Week…

361 Capital Weekly Research Briefing March 23, 2015 Timely perspectives from the 361 Capital research & portfolio ... [read more]

Janet Yellen’s Policy of Cheap Money

Janet Yellen’s Policy of Cheap Money

As we expected, the FOMC dropped the word “patient” from their statement. Also, of importance, they reduced their ... [read more]

RESEARCH

Utilizing Risk Parity to Generate Better Equity Portfolio Outcomes

Utilizing Risk Parity to Generate Better Equity Portfolio Outcomes

In light of the empirical evidence demonstrating the shortcomings of market cap-weighted indexes, it “seems remarkable” that ... [read more]

The Growing Opportunity for Liquid Alternatives in DC Plans

The Growing Opportunity for Liquid Alternatives in DC Plans

The growth of liquid alternatives has been rapid in recent years, and more and more investors are seeing the benefit of ... [read more]

A Review of the Different Approaches to Smart Beta

Evaluating the Different Approaches to Smart Beta

Alternative indexing strategies, which weigh portfolio investments by factors unrelated to market capitalization, have ... [read more]

VIDEOS

Northern Trust John Keshner

Video: Recent Market Volatility and Mitigating Portfolio Risk

Recent volatility in the markets has highlighted the need to maintain risk mitigating strategies in a portfolio. In an interview with FundFire at the recent NACUBO conference for endowments, John Keshner, Managing Director at Northern Trust, discusses some of the ways that ... [read more]

Northern Trust Smart Beta Mike Hunstad

Video: Changing Attitudes Toward Smart Beta

Mike Hunstad, Director of Quantitative Research at Northern Trust, says investors are looking for a “persistent form of alpha,” and active managers are unable to achieve consistent results. Seeking more stable returns, investors are turning to smart beta. In this video, Mr. ... [read more]

Dana Meissner of Federated Equity Management

Video: Absolute Return Investing for Portfolio Diversification

What differentiates absolute return strategies from more traditional approaches? Dana Meissner of Federated Equity Management cites the emphasis on risk management as the key difference. In this video, he explains that absolute return strategies define risk as negative returns, ... [read more]