Enviromental sustainability is shifting from an abstract philosophy to a mission for more corporations and private individuals. PricewaterhouseCoopers analyzes 57 industry sectors and 367 companies to identify leading companies and practices. The research points to a statistically significant correlation between corporate commitment to sustainabili...
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A new report from Fortigent makes the case for a core/satellite approach to investing. Such an approach, the report says, justifies increased use of passive strategies to capture cost- and tax-effectiveness, creates easy to understand buckets for active core and satellite managers, and helps investors create endowment-like portfolios.
Mortgage defaults and the ongoing credit crunch are a challenge, but they have created opportunity for investors in distressed debt. Indeed, 51 percent of the investors surveyed by Debtwire for Bracewell & Giuliani report that say they see bargains in distressed debt.
Investors who are looking to reduce risk and increase investment returns may want to consider owning farmland, according to this article from AgraShares. Across the past 40 years, owning and leasing a farm produced an average annual rate of return of 11 percent, comparable to the rate of return from stocks.
The downturn in the global real estate market ended over-performance and returned property values to more realistic, historic values. But lower prices can be a benefit for investors who had limited real estate holdings or were priced out of the market previously. This report from State Street Global Advisers explores potential opportunities in the ...
Given the credit crunch and market crisis, does private equity still work as a sustainable core holding? Pictet & Cie takes a closer look at private equity in the current market context and argues that it does work, that it should not be affected significantly by market cycles and that private equity fund-raising is on track to set new records this...
Adapting to the current market slowdown and financial crisis means re-evaluating asset allocation models, uncovering investment ideas and carefully positioning a portfolio. Emanuel Balarie of Balarie Capital Management examines the role that managed futures can play in managing wealth wisely during a bear market.
What's the best approach to equities, given the current volatile market? In this research report, Barclays Wealth offers short-term and medium-term strategies related to equity markets. The report also explores equity stock screening and considers European banks and insurers.
ADRs, or American depository receipts, have given U.S. investors access to the common stocks of multinationals, but is an ADR-only account the best way to invest internationally? Fortigent examines that question in this white paper, concluding that high net worth investors also should consider limited partnerships and mutual funds with competitive ...
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.
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.
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 p...
Investors can win bigger profits in commodity futures trading by keeping a close eye on inventory, according to a research paper available though Knowledge@Wharton. The research shows how to gauge inventory levels by looking at the relationship between prices of commodities on the futures market and in the cash market, where they are sold for immed...
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.
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.