Bringing you news, views and analysis since 2013

Research & Analytics

Strong year-end for private client investors: ARC Research

ARC Research has revealed that the year 2023 ended with a strongly positive quarter for financial markets and thus, for the 12-month period as a whole, nominal returns for private client investors were a little above average. 

Sid Saravat, Payden & Rygel

Prophetic or precarious? Demography as economic destiny 

Siddharth Saravat, Vice President, Economist, Payden & Rygel, writes that media stories are replete with demographic doomsaying. A shortage of workers. A lack of immigration. In some regions, there are too many people. In others, too few children. Aging and the burden of public sector costs. It goes on and on. 

The Investment Association partners with Fundipedia 

The Investment Association has agreed a partnership with Fundipedia, a data management solution for asset managers, to use Fundipedia technology to replace the current ECHOWeb fund data collection platform.

Morningstar Equity – “investors should approach the clean energy transition with a risk/reward mentality” 

According to Morningstar Equity’s research report, investors need to approach the clean energy transition with a risk/reward mentality. Morningstar’s Clean Energy Transition report focuses on electricity supply and demand in the United States and examines the oil and gas industry, the rise of electric vehicles, and lithium demand growth. The report also offers Morningstar’s top picks from the utilities, energy, and basic materials sectors for investors.

bfinance

Managing conflict in funds of funds

Multi-managers are an established feature of the asset management scene having evolved over the last 15 years to become a useful tool in a portfolio diversified not only by asset class but by provider. 

Latest News

Vistra Fund Solutions has announced a significant expansion of its fund administration capabilities on the..
Marex Group has announced the launch of Institutional Quantitative Investment Strategies (QIS) indices on digital..
HFR writes that both new hedge fund launches and liquidations fell sharply through mid-year as..
Morgan Stanley Investment Management has announced the European launch of its Alternatives Investing Center, an..
HFR writes that hedge funds posted mixed performance in September as strength in Macro and..
The Investment Association (IA) has today published its full annual Investment Management Survey, with new..
Subscribe to the Institutional Asset Manager newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by