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Research

10 Commandments for Premia Investing

La Française IS | Oct 5, 2017

Overcoming the diversification challenge. 10 rules for constructing a robust premia portfolio with stable performance.

Optimising Sales in Asia White Paper

BNY Mellon | Jul 15, 2015

In this paper BNY Mellon are offering insight into fund purchase decisions taken by investors in key cross-border fund markets in Asia.

Lyxor Investment Insights April 2014

Lyxor | Apr 21, 2014

Logic might suggest that all ETFs replicating the same market index are themselves the same. And yet, you do not have to be an experienced ETF investor to know that this is clearly a misconception. In practice, performance can vary. It is necessary to know which objective criteria to use when selecting an ETF.

Choosing a European fund domicile

Matheson | Feb 5, 2014

For global asset managers, choosing the right fund domicile is a key strategic decision. Whether seeking to establish UCITS or alternative investment funds or both, how do asset managers evaluate the best domicile for their needs among the various European financial centres available? And what are the key decision‑making criteria that influence their preference?

Russell Indexes 2012 Annual Benchmark Survey

Russell Indexes | May 9, 2013

As reported in the 2012 Russell Institutional Benchmark Survey, the market share of the Russell Index series continues to increase. Russell now captures 72% of the market share for all U.S. institutional equity products reporting a benchmark, up from 68% in 2011.