Does the rise in passive investment strategies have consequences for financial stability? The shift to passive from active appears to be amplifying some risks to…
With the rise in socially responsible investing and quantitative strategies, are institutional investors that incorporate environmental, social and governance factors making markets less efficient and…
The MSCI Inc. is launching five thematic indexes to track the performance of what it calls ‘megatrends,’ namely the rise of smart cities, the digital…
Active mutual funds that engage in securities lending through in-house lending agents should raise questions for institutional investors. These funds may “reach for lending fees”…
Pension funds are diversifying into alternatives in an increasingly challenging environment for returns. But many of the traditional characteristics institutional investors seek to achieve by…
Public pension plans rely on the help of investment advisory firms, but do politics play a role in which firms they choose to work with?…
When sell-side stock analysts tell the public to buy, they may in fact be whispering sell to their institutional investor clients, according to a new…
In the fall of 2008, James Weatherall, today a professor of logic and the philosophy of science at the University of California, Irvine, was a…
Romania will be reclassified from a frontier to a secondary emerging market and Tanzania will become a frontier market, effective September 2020, according to the…
China warned the United States against trying to limit investment ties between the two countries, even as the Trump administration contradicted a report that Washington…
In a world where zero-fee funds are rising, how are fund managers making money? And while zero fees sound beneficial for investors, is it really…
“If you torture the data long enough, it will confess.” Opening the keynote address at the Northern Finance Association Conference in September with this quote…
In countries with weak law enforcement, what other market forces can help curb insider trading? A new working paper found the presence of foreign institutional…
While many institutional investors understand that climate change poses risks to their portfolios, it can be difficult to nail down how to combat it. For…
While institutional investors generally take for granted the overall global system in which they operate, these days they simply don’t have that luxury, said Jonathan…
With the U.S. Federal Reserve scheduled to announce its latest rate decision on Wednesday, what can institutional investors expect? Rob Almeida, global investment strategist at…
Recent research by MSCI Inc. is suggesting conventional virgin plastic could become the next stranded asset. The move toward electric vehicles and global efforts to…
The Principles for Responsible Investment has announced the winners of its inaugural awards. In the category of Active Ownership Project of the Year, Platform Living…
Indexes have been around for decades, but what does all of that accumulated data actually tell investors? The Russell 3000 index, which was created in…
The European Central Bank on Thursday delivered a new blast of monetary stimulus to help the economy in the face of uncertainties like the U.S.-China…
The top three extreme risks for investors to watch are global temperature change, global trade collapse and cyber warfare, according to a new report by…
It might seem like hedge fund managers having “skin in the game” by investing personal capital in their funds would be a good thing for…
While target-date funds are intended to be used as a singular option in capital accumulation plans, many defined contribution plan members use them in conjunction…
Private equity funds’ use of subscription lines of credit has been debated by both researchers and practitioners, specifically because of this form of financing’s impact…
After years of dramatic post-Soviet growth, Poland is a major contender within the global marketplace. Yet, it’s a mixed bag for institutional investors, who are…