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The internationalisation of Chinese wealth

Chinese high net worth and ultra high net worth individuals are increasingly seeking a full suite of global wealth management services, according to the findings of the report The Internationalisation of Chinese Wealth – 2016. Based on proprietary research conducted by Jersey Finance and Hubbis, a provider of events and content for Asia’s Wealth Management […]

Cyber-security: What fund managers need to know

For fund managers, cyber-security has emerged as a large and multi-faceted source of risk. It is attracting the attention of investors and regulators, for whom the protection of data belonging to investors is of paramount importance. Assessing and mitigating the risk depends less on massive investments in sophisticated technology than on establishing a culture of […]

Debunking risk data assumptions

As investors continue to boost their allocations to alternatives, how they address the issue of enterprise risk can have important consequences for the perceived risk within their portfolios, according to a new white paper from BNY Mellon. Enterprise risk analysis, including stress testing and scenario assessment, has become increasingly popular with institutional investors. But alternative […]

Challenging perceptions on responsibility and returns

Hermes Investment Management has published ESG in emerging markets: Challenging the dominant investment paradigm, a white paper that challenges perceptions about rates of return gained through responsible investing. Gary Greenberg, head of Hermes Emerging Markets, looks at returns data over both short (three month) and longer (three year) terms, and discusses the incentives driving investment […]

The good, the bad and the ugly of multi-asset

Hermes Investment Management risk adjusted returns to its clients – responsibly, has today published the paper Portfolio construction methodologies: Looking beyond the good, the bad and the ugly by Tommaso Mancuso, head of Hermes Multi Strategy. The paper argues that when devising multi asset portfolios, no single methodology – risk parity, fixed weight or momentum […]

SLI: The rate effect on real estate

Matthew Mowell and Bill Pekowitz, Real Estate investment analysts (US) at Standard Life Investments provide a detailed research on the relationship between a rate hike and the performance of real estate as asset class.  The authors argue that historical evidence shows real estate delivers a positive total return in periods of economic growth. Assuming that performance is a function […]

Brand and digitalisation in focus

accelerando associates has launched its latest White Paper on Brand & Digitalisation in B2B Fund Distribution, which addresses the shift that is occurring in fund distribution as intermediation is digitised. Within this change, the importance of brand will stand out more than ever, the paper argues, as it effects an Efama estimated pool of fund […]

Investing in Africa

While Africa is frequently considered to be a continent of opportunities, the combination of high-growth economies but less-established equity and bond markets presents a real challenge to the long term investor. “An effective solution is to use the full range of asset classes to balance risk and reward,” Capital Group explains the challenges ahead for long term investors in […]

Beware of average managers behind active smokescreen

The growing focus on active share as a singular reliable guide for future fund outperformance could be detrimental for investors, according to a  new white paper published by Hermes Investment Management. Looks like a lion, manages like a lamb, which explores a body of academic research, has found that the use of a single portfolio attribute – such as active share – does not give a complete picture of […]

Good times ahead for water investors

Dublin-based Kleinwort Benson Investors has revealed the results of its recent Water Strategy Review highlighting investors could expect to enjoy double digit earnings growth in 2015 and 2016. CIO, Noel O’Halloran, said population growth, urbanization, industrialization, increasing regulation and infrastructure rehabilitation have long underpinned the firm’s Water Strategy, which accesses the attractive investment themes of infrastructure […]

Bullish on China, cautious regionally

By Peter Sartori, head of Asian Equity, Nikko AM Asia The MSCI AC Asia ex-Japan returned 7.2% in April after shrugging off initial weakness and outperformed the MSCI AC World by 2.3% in April in USD terms. H-share stocks got a liquidity boost as China moved to widen eligibility criteria for mainland investors. The People’s Bank […]

A multi-asset approach to political risk

As macro-political risks in emerging markets have increased since the 2008 – 2009 global financial crisis, Nikko Asset Management analyses the growing importance of top-down analysis in managing emerging market portfolios. Given the increasing frequency and intensity of political – economic crises, a more systematic method of measuring political risk and evaluating its impact on […]

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