Overcoming the diversification challenge. 10 rules for constructing a robust premia portfolio with stable performance.
Overcoming the diversification challenge. 10 rules for constructing a robust premia portfolio with stable performance.
In this paper BNY Mellon are offering insight into fund purchase decisions taken by investors in key cross-border fund markets in Asia.
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.
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?
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.
Daniel D. Dolan, Jr., Managing Member & Roger S. McEniry, Managing Member, Dolan McEniry Capital Management (Partner of iM...
Stephen Atkins, CFA Portfolio Strategist & Analyst and Peter Holt, Data Analyst, Polen Capital (Partner of iM Global...
Heading into 2021, fund managers face a wealth of disclosure requirements, substance and delegation rules and sustainable finance reporting rules.
Trust is the foundation of any healthy relationship. A professional business-oriented relationship between various parties is no exception to this...
Louis Larere, Portfolio Manager SRI, Zadig Asset Management (Partner with iM Global Partner since January 2020)
Brian Krawez, President of Scharf Investments (Partner of iM Global Partner since April 2019)
The Schroders Institutional Investor Study has revealed that investors want a better understanding of sustainability terminology so as to avoid...
Funds Europe talks to Clive Short, senior commercial director – fund services and James Morris, senior commercial director at TMF Group,...