Discovering moments of mispricing is the soul of generating active returns, says Wylie Tollette executive vice-president of client portfolio solutions at Franklin Templeton Investments. But some investors, eager to discover opportunities to add alpha to their portfolio mix, may accidentally harness so many sources that their efforts to diversify actually hinder the benefits of doing […]
More investors responsible for allocating capital to investment management firms (nine per cent) would still consider investing, or invest, with a money manager discovered to have workplace sexual harassment issues compared to last year (four per cent), according to a survey by the Investment Management Due Diligence Association. And, 71 per cent of investors don’t […]
While many investors say they apply environmental, social, and governance considerations in their investment processes, few actually include them in formalized product documents. According to a report from Cerulli, most signatories of the Principles for Responsible Investment demonstrate ESG capabilities in public materials, like their websites. However, just 4.5 per cent of assets controlled 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? A paper co-written by William Beggs, an assistant professor of finance at the University of San Diego School of Business and Thuong Harvison, a PhD candidate at the University of […]
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 outside investors seeking to enter positions alongside them. But there can be negative consequences, according to a paper co-authored by Arpit Gupta, an assistant professor of finance at the Leonard […]
In the age old question of whether passive or active investing is the best course, a new paper from Mercer proposed a simple answer: it depends. Specifically, it depends on what an investors’ goals and priorities actually are, the paper said. The popularity of passive strategies can, in part, be attributed to their continued success. […]
New study shows UK trustees lack clarity on investment fees and costs – what about Canada?
KPMG says everything's about to change.
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