CURRENT HEADLINES

James Alpha Enters Liquid Alt Market with Multi-Manager Fund

James Alpha Enters Liquid Alts Market with Multi-Manager Fund

Investors looking for a way to diversify their alternatives exposure under a single fund have another option to consider: The new James Alpha Multi-Strategy Alternative Income Portfolio (JAIMX), which not only diversifies across strategies, ... [read more]

FTSE and Research Affiliates Launch New Low Vol Index Series

FTSE and Research Affiliates Launch New Low Vol Index Series

Building on the success of the RAFI Index Series it launched with Research Affiliates in 2005, the London Stock Exchange’s FTSE Group has launched a new set of global indices designed to measure the performance of low-volatility stocks. The ... [read more]

BlackRock Absolute Return Investing

Video: Making Sense of Absolute Return Investing by BlackRock

All investors take on risk with the hope of achieving a reasonable return on their investment. Since no one can know for certain the future value of a present investment, investors have traditionally sought diversification by investing a ... [read more]

Unconstrained Bond Funds Popular in Spite of Contrasting Views

Unconstrained Bond Funds Popular in Spite of Contrasting Views

Unconstrained bond funds follow no benchmark and have few if any constraints placed on what their portfolio managers may buy or sell. Bonds of any credit quality, duration, or national origin; from the debt of small-cap emerging-market ... [read more]

HEADLINE NEWS

IN DEPTH

COMMENTARY

Weekend Reading Fintech, Managed Futures and BlackRock

Weekend Reading: FinTech, Managed Futures and BlackRock

Every once in a while, you have to take a step back, look at the big picture and check out the landscape from a different ... [read more]

Wake up call

361 Capital: Wake Up Call…

This week’s Research Briefing from 361 Capital, which provides timely perspectives from the firm’s research & portfolio ... [read more]

Weekend Reading People, Beliefs, Bonds and Liquid Alts

Weekend Reading: People, Beliefs, Bonds and Liquid Alts

People drive our industry, particularly when it comes to the people overseeing the management of billions of dollars of ... [read more]

RESEARCH

Building Efficient Portfolios with Multi-Factor Smart Beta Strategies

Building Efficient Portfolios with Multi-Factor Smart Beta Strategies

Traditional market benchmarks, such as the S&P 500 Index, are market cap-weighted, which means that the largest stocks ... [read more]

CAIA Examines Alternative Beta Strategies for Commodities

CAIA Paper Examines Alternative Beta Strategies for Commodities

In a new whitepaper published by the Chartered Alternative Investment Analysts Association (CAIA Association), authors Daniel ... [read more]

Smart Beta Misnamed, Still ‘Awesome’ according to AQR

Smart Beta Misnamed, Still ‘Awesome’ According to AQR

AQR co-founder Cliff Asness has a history of speaking out against the concept of “smart beta.” In 2010, Mr. Asness compared ... [read more]

VIDEOS

BlackRock Absolute Return Investing

Video: Making Sense of Absolute Return Investing by BlackRock

All investors take on risk with the hope of achieving a reasonable return on their investment. Since no one can know for certain the future value of a present investment, investors have traditionally sought diversification by investing a portion of their total assets across the ... [read more]

Cliff Asness AQR Diversification

Cliff Asness Says Market Volatility is a Good Reason to Diversify

AQR’s Cliff Asness says a “preponderance” of investors have too much equity exposure. Step 1 of achieving real diversification, according to Asness, is to take a look at your asset class allocations and make sure they’re properly balanced. The traditional “60/40” portfolio may ... [read more]

Brian Singer William Blair Top Down Bottom Up Analysis

Video: William Blair on Bottom-Up and Top-Down Analysis

Most portfolios have a good amount of “bottom-up” diversification, according to William Blair’s Brian Singer, but it’s not enough. Instead, investors should ensure their portfolios have “top-down” diversification to complement their existing holdings. In this video, Singer ... [read more]