Skip to Main Content

Insights

The 15 Percent Frontier

With virtually limitless choices along the asset allocation spectrum, an allocation to private investments greater than 15% has served many investors well. Are you on the right track?

July 2016

Hedge Fund-ing the Pension Deficit

Select hedge funds have provided attractive long-term returns with reduced equity beta and can be integral to pension investment strategies.

June 2016

The Foundation of Good Governance for Endowments and Investment Committees

To create the conditions for good governance, endowments should assess whether they have in place the appropriate model for portfolio oversight and management, are upholding their fiduciary responsibilities, and are learning about peer best practices in structure, process, policies, and role of the portfolio.

May 2016

Risks and Opportunities From the Changing Climate: Playbook for the Truly Long-Term Investor

Considering climate factors is an economic risk management and opportunity capitalization issue core to prudent investing for the long term. In this paper, we discuss the potential risks that climate change can inflict upon certain sectors and asset classes, outline corresponding strategies to defend against those risks, and review the thematic areas across public and private asset classes to proactively capitalize on the evolving opportunity set within the "resource efficiency" sector.

December 2015

Venture Capital Disrupts Itself: Breaking the Concentration Curse

The widely held belief that 90% of venture industry performance is generated by just the top ten firms is a catchy but unsupported claim that may lead investors to miss attractive opportunities with managers that can provide exposure to substantial value creation.

November 2015

Private Investments: Filling a Pension’s Return Void

Well-diligenced private investments in a skillfully constructed portfolio are important growth drivers that have helped pension funds deliver superior performance and increased the probability of meeting or exceeding long-term required returns.

October 2015

Navigating the Diversified Growth Fund Maze

Diversified growth funds (DGFs) have garnered significant attention and assets—particularly amongst UK defined benefit pension schemes—as a less volatile source of long-term growth. DGFs can be valuable tools for pension portfolio management, but only if trustees understand what they are buying and how it fits into the context of the total portfolio. The simple bifurcation of the available products into traditional and absolute return strategies can be a starting point for trustees to help make sense of the market and set appropriate risk/return expectations across different market environments.

October 2015

1 60 61 62 63 64