White papers » Equities

Equities

Mackenzie Investments | Oct 24, 2022

Mackenzie_PE_Replication_WhitepaperThis paper from Mackenzie Investments develops and then analyzes an approach to creating liquid private equity.

Historically, private equity has been an attractive investment vehicle, generally outperforming stock market indices by 2-3% per year over the past 20 years. It also has relatively low correlation with stock indices, thereby offering attractive diversification to investors already invested in stocks and has significantly lower volatility than the stock market, particularly during stock market crashes.

Funds Europe | Sep 23, 2020

With asset owner, manager, service provider and consultant views, this report takes a 360-degree approach in considering the various investment opportunities and challenges in mainland China as it continues to build on the major theme of opening its onshore markets to the outside world.

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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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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Lyxor | Oct 11, 2018

With the domestic growth engine stuttering in Europe and Brexit looming, we’ve all been casting envious eyes over the pond at the seemingly smooth acceleration of the US economy.

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Upcoming webinar

Funds Europe and Jersey Finance webinar – Women in Alternative Investments
During this webinar, our panel will share insights relating to their careers and experiences, explore the trends they are seeing within the alternative investment industry and have thought-provoking discussions on the hot topics around the gender component of diversity, equity and inclusion (DEI).
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