The question of ‘value’ has long been one which has dogged the investment industry. While for most investors, the performance of their portfolios and investments will remain their ultimate consideration, other factors are becoming increasingly important in relation to how and why they should choose a fund.
As industry pressures grow, how can investment managers continue to deliver value – and achieve Operational Alpha®?
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.
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!
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.
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.
A research paper analysing post-trading fragmentation issues, and flexible solutions to improve process efficiencies in light of T2S and the internationalisation of markets.
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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SFTR can be a challenge even for the most experienced compliance teams. Get ready for SFTR with our step-by-step guide, on-demand webinars and insightful articles. | |
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| China: Investors Sentiment Survey | |
China presents exciting investment opportunities for international investors. We would like to hear your views on how investors are building their investment exposure to China and the factors that are shaping their investment choices. Please take this 15 minute survey to let us know what you think! | |
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| Cycles In The Time of COVID-19 | |
In this live webinar BCA Research’s strategist, Mathieu Savary discusses the global economic outlook - dollar and bonds soon to move to bear markets, risk assets remain attractive, credit market offers new opportunities and more. | |
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A New Platform Paradigm Costs, complexity, regulation and the challenge of legacy systems: How can choosing the right platform streamline institutional investment? | |
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| Investor and Advisor Survey | |
The survey looks at investor attitudes on how risk appetites have changed, where investors anticipate returns, the impact on both equity and bond markets and changing investor attitudes. | |
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May 2020
April 2020