White papers

Northern Trust | Nov 22, 2019

As industry pressures grow, how can investment managers continue to deliver value – and achieve Operational Alpha®?

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BlackRock | Oct 28, 2019

Through BlackRock Portfolio Analysis and Solutions’ (BPAS) interactions with clients, successful investors stand out because of their higher index adoption, higher adoption of illiquid and ‘real’ alpha-seeking strategies, and deliberate approach to blending these solutions. Index funds have risen rapidly and will continue to grow.

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BlackRock | Sep 25, 2019

The transformation of the asset management and wealth industry is causing profound changes to portfolio construction practices. BlackRock’s Portfolio Analysis and Solutions (BPAS) team identify three major shifts in habits that are starting to drive changes to traditional investment processes. To find out more, access the full report now!

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Northern Trust | Jul 12, 2019

As the industry addresses these challenges and opportunities, asset managers are increasingly outsourcing their non-core functions – in what is effectively a ‘third wave’ of outsourcing. 

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Northern Trust | Jun 25, 2019

Since their introduction to the marketplace over 15 years ago, European tax‐transparent funds have been constantly evolving. Today, they are sophisticated and highly‐relevant vehicles for investment managers and asset owners who need to mitigate a range of industry pressures.

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Clearstream | Apr 16, 2019

A research paper analysing post-trading fragmentation issues, and flexible solutions to improve process efficiencies in light of T2S and the internationalisation of markets.

Finding winning funds through factors

Style Analytics | Mar 11, 2019

How would you compare two multifactor equity strategies? Examine performance? Risk? Experience of the team? Change the playing field with factors. Discover exact equity fund factor exposures and see how funds compare, where the hidden risks lie and adherence to style over time.

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Northern Trust | Feb 22, 2019

Discover how European-based asset owners are solving their alternative investment challenges

As European asset owners continue to boost exposure to alternative assets, they are drawing on a variety of approaches to solve their challenges.

Northern Trust’s latest white paper draws on live survey data to examine these challenges and explore the benefits and various approaches to accessing alternatives.

Apex Fund Services | Nov 6, 2018

Read this whitepaper to take a look at how funds are achieving operational excellence, better communication with allocators/LPs and utilising the latest technologies to innovate.

Allianz Global Investors | Oct 11, 2018

Enhance returns and reduce portfolio volatility

Managed futures1 have delivered greater long-term returns – and have exhibited greater volatility – than government bonds. We might expect, therefore, that adding them to a traditional portfolio would increase both the portfolio’s returns and its volatility.

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