The CFA Institute Research and Policy Center has developed a new investment classification framework and issued policy recommendations for regulators and firms designed to improve transparency, communication, and investor comprehension associated with smart beta, direct indexing, and index-based investment products.
Institutional investors face market conditions and investment challenges (and, in some cases, investment opportunities) that haven’t been at the top of their minds for over a decade, says Cerulli Associates. In reaction to increased inflation and interest rates, institutional investors actively searching for investment opportunities are looking at current market conditions, but their attention is also focused on asset managers’ long-term capabilities, expertise, and capacity.
Global equities will lose 40 per cent of their value if the world does not accelerate its decarbonisation efforts, new research reveals.
MainStreet Partners has released its latest quarterly GSS Bonds report “Summer Edition”. This edition of the report focuses on the EU Green Bond Standard (EU GBS), which will be effective from December 2024.
PwC’s Global Entertainment & Media Outlook 2024-28, covering 13 sectors across 53 countries and territories, reports that global advertising revenues are to hit USD1 trillion in 2026 as streaming services look to consolidation and live sports to drive growth.
UK financial institutions are increasing investment and accelerating expansion plans, according to Lloyds Bank’s ninth Financial Institutions Sentiment Survey, which has found that economic conditions have improved compared to 12 months ago.
BlackRock projects that global active ETF assets under management (AUM) will quadruple to USD4 trillion by 2030, from USD900 billion as of June 2024.
ESG and sustainable investment is set to become even more important for charity investment portfolio management putting pressure on advisers to enhance their credentials, new research with major charities from wealth manager, Investec Wealth & Investment (UK) shows.
The surge in bitcoin ETF launches and funds flowing into the sector is transforming institutional investment in digital assets but arbitrage focused hedge funds are still the most attractive way to invest, according to new global research by London-based Nickel Digital Asset Management (Nickel).
By 2025, cryptocurrency ETFs will form 5 per cent of hedge fund and pension fund portfolios, predicts blockchain expert Fiorenzo Manganiello, co-founder and managing partner of LIAN Group.
