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.
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.
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.
Learn how Data and Technology Innovation are transforming the Asset Management back office.
Can Investment Managers and Actuarial Teams Connect to Drive Growth?
Explore the benefits of a connected and mutual approach to insurance liabilities to drive better outcomes in terms of returns on capital allocated.
This white paper explores a range of innovative solutions that can help financial institutions and institutional investors meet today’s collateral challenges.
How our multi-asset investment process seeks effective diversification by diversifying risk across several low correlated strategies.
Floating-rate loans deserve consideration as a strategic portfolio allocation because they can offer:
■ Attractive yields – The rate on loans was among the highest global fixed-income sectors (as of 30 April 2016).
■ Protection against interest-rate risk – Loans have near-zero duration and rates that move with the underlying benchmark – typically Libor.
■ A structure designed to mitigate credit risk – Senior/secured positioning in the capital structure offers a layer of protection that is unique in the corporate fixed-income market.
■ A forward-looking allocation – Loans historically have outperformed the broad bond market in flat and rising rate environments. We believe loans are likely to be an important source of diversification in the coming years.
Edward Glyn, Head of Global Markets at Calastone, discusses some of the most intriguing findings from our recent research into automation in the global investment management industry.
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Endurance, acceleration and manoeuvrability: can a multi-asset portfolio perform in all three aspects? | |
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