Emerging market equities have become a dedicated asset class, and developing countries are now key contributors to world economic growth. This paper from Parametric explores some portfolio construction concepts that can help investors take advantage of emerging market opportunities to achieve superior long-term returns.
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Last year's credit crunch evolved into a financial crisis that has investors searching for the right strategy to weather the storm. But rather than simply staying the course, Greycourt recommends in this paper that investors with well-balanced portfolios take advantage of the opportunities that a bull market offers.
Independent research by Altair Advisers finds that active investment management can provide persistent outperformance and protection in down markets, compared with passive management. However, patience and thorough, ongoing qualitative due diligence are prerequisites.
To manage wealth well requires understanding and responding wisely to risk. This white paper seeks to help readers gain insight into the heart of risk. It focuses not on technical measures of risk (beta, volatility, variance, and the like) but rather how successful individuals tolerate and manage risk day-to-day.
The purpose of this article is to support the argument that alternative investments belong in high net worth portfolios, analyze what the appropriate allocation is for them, and summarize some of the challenges associated with actually implementing more alternatives within portfolios of different sizes.
A long-term investor seeking immediate, low-cost diversification may want to seriously consider exchange funds as a strategy, according to a paper from Atlantic Trust Private Wealth Management. The paper considers the risks and benefits of exchange funds and recommends paying careful attention to the fund's issuer and structure.
Absolute return funds deserve a place in anyone's investment portfolio, according to a research paper from Liberty Gateway Investment Management Co. Rather than trying to fit these and other alternative investments into a traditional portfolio, Liberty recommends looking at traditional and alternative investments simultaneously to create the best possible portfolio at a given level of risk.
Charities face a particular challenge in building and maintaining a balanced portfolio of investments that will provide a secure return. In its 12th Compendium of Investment for Charities, Sarasin & Partners provides assistance by exploring investment options and offering suggestions for how to plan a charity investment policy, put asset allocation into practice, implement an investment policy and monitor the results.
This paper investigates the case for global investing, to examine why it is that so many American investors underweight foreign stocks, and to suggest a sensible middle ground between true global investing and the current home country bias that infects most portfolios.
Deutsche Bank research suggests that microfinance is growing in attractiveness for private sector investors. The report, entitled "Microfinance: An emerging investment opportunity," represents the first formal research paper on microfinance investments produced by a major financial institution. The study suggests that microfinance will evolve into a niche investment product that will increasingly attract both retail and institutional investors.