It is crucial that social impact is at the heart of what a fund manager is trying to achieve and is more than a ‘nice add-on’ to their traditional investment process
Is there any point in holding fixed income funds any more?
Most investors need income, which is why bonds still have an important role to play in portfolios despite low interest rates. But fund selectors must pay attention to liquidity
High conviction strategies find alpha in ultra-efficient markets
In the hands of concentrated managers, portfolios can outperform benchmark indices even in the highly efficient US equity market
Senior secured loans can thrive in a low yield environment
Leveraged loans have many attractive characteristics and are well suited to the current economic climate but their complexity has traditionally put off investors. Is it time for a rethink?
Past performance alone is not enough to assess European fund managers
Opportunities are opening up across Europe as the economy recovers, but how can investors make sure they pick the right fund manager for their needs?
Alpha abounds in China despite significant headwinds
China continues to open up to foreign investors and although stockpickers have faced a tough time outperforming benchmarks of late, the right managers can add alpha
Dig deeper to unearth cream of funds crop
It is not always possible to carry out full in-depth due diligence on a portfolio manager, but it is essential that advisers go beyond merely screening past performance before recommending funds to clients
Assessing the operational risks of hedge fund investments
Hedge funds may be gradually opening themselves up to scrutiny but prospective investors must ensure their own rigorous due diligence process is in place before any decision to allocate capital is made
Portfolio shake-up follows Italy’s move to voluntary disclosure
Italy’s voluntary disclosure regulation is likely to bring clients’ properties and companies, as well as financial assets, to the attention of authorities. Private banks must be ready to act as guides through the process while advising how best to protect portfolios
Integrating liquid alternative investments into portfolios
In an environment of historically low but potentially rising yields and increased volatility, multi-asset portfolios face numerous challenges, hence the need for uncorrelated liquid alternative investments should rise
Global Private Banking Awards 2023
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