Factor Investing is increasingly in the spotlight. Financial magazines run features on it, seminars are organized on the subject, and investors consider adopting its approach. Yet you might wonder: is it just a hype? Is the increased interest in Factor Investing no more than a passing trend? This question demands an answer.Read more >
More and more investors are realising the advantages of factor investing and starting to implement its lessons not just as an afterthought, but as a top-down element of the overall investment strategy. A large percentage of pension funds still have a cover ratio that barely exceeds the minimum requirement and face funding issues due to the ageing demographics. To meet liabilities, pension funds are looking for higher returns while at the same time have less appetite for risk. Is factor investing the solution for the seemingly opposing challenges of risk and return?Read more >
Investors are taking the step from purely passive to enhanced indexing. Find out how we keep enhancing our strategy knowing our clients expect returns.Read more >
We take a fresh look at factor-based investing, examining how investors can enhance portfolio construction through a more efficient and intentional approach to sourcing potential excess returns.
Given the challenging return environment so far this year, and the outlook for more muted returns than we've seen recently, it is imperative that portfolios are constructed efficiently. That means sourcing factor returns (which our research identifies as the main driver of excess returns) more effectively. It also means consolidating exposure to only the highest conviction opportunities.
In this webinar we will explore:
- The persistence of factor returns
- Analysis and deconstruction of factor exposures in live portfolios
- Ways to construct or pivot your portfolio for better outcomes
Join us to learn how the multi-trillion dollar demand for environmental, social and governance (ESG) investment options makes it an asset class advisors are ramping up.
We'll move swiftly, and cover the key areas of focus:
•Why? Identifying the key drivers of ESG investing
•How? Implementing ESG into a portfolio
•Bonus: How to differentiate ESG strategies
Investing in Growing Companies in Japan's New EconomyRead more >
In this webcast we will cover a detailed look at how our fixed income factor investing strategies can benefit institutional investors looking for yield without taking additional duration, credit or liquidity risk. In particular we will focus on a long/short factor-based approach to government bonds.Read more >
Join us for our inaugural webcast as we start our series on factor-based investing for the Asia-Pacific region. Our first session will cover:
1.How investors can build and manage equity factor-based strategies that deliver the investment outcomes they want.
2.The obvious pitfalls that you can, and need to avoid.
Our featured speakers are Matthew Peron, MD, global equity, and Michael Hunstad, SVP and Director, Quantitative Research, Northern Trust Asset Management. With two decades of experience managing these strategies, our experts have seen what works and what doesn’t.
Join our experts as we explore factor-based investing and how some approaches to “Smart Beta” may be setting investors up for avoidable pitfalls.
Our Global Equity team will discuss:
•Why factor investing now?
•The importance of portfolio design
•The significance of targeting pure factor exposures
In order to help our clients understand the world of factor investing, we have launched a series of videos to inform about the who, what, when and where of factor investing. Watch the first episode of our factor investing series now.Read more >
Vicki Bakhshi introduces responsible investing, highlighting our approach and capabilities.
Responsible investing, Vicki Bakhshi, GSI
There is extensive academic research that confirms the existence of factor premiums. Much of the conversation to date has been about factor investing in equity markets. Many of the explanations that apply to equities are also relevant to corporate bonds.
We invite you to join our webcast with Patrick Houweling and Jeroen van Zundert from Robeco who will share their research findings and insights into this approach to investing in credits.
Constructing your portfolio in a disciplined way to gain exposure to Low Risk, Value, Momentum and Size factors can help to achieve better risk-adjusted returns for your portfolio, with volatility similar to the index.
Thematic investing is a technique of recognizing a trend – due to economic, demographic, geopolitical, regulatory or technological factors – and identifying the investment opportunities that would benefit from that trend.
It has long been a staple in institutional portfolios, but it traditionally required dedicated research teams and active management, making it prohibitively expensive to individual investors.
Now, following the demands of the new generation of investors, a growing number of ETFs are offering thematic exposure. Even further, some new fintech solutions make thematic investing easy and affordable.
We’re taking a fresh dive into factor investing, specifically examining how investors can enhance portfolio construction by a more efficient and intentional sourcing of excess returns. Our previous webinar addressed “why factors” so we wanted to shift gears into the practical “how.Read more >
Matthew Merritt, Head of the Multi-Asset Strategy Group, explains what multi-asset investing means to Insight, and how it fits in with our philosophy.Read more >
Last year over $250 million was invested in companies and projects using blockchain technology and cryptographic tokens. This year we have seen about that much again just in the first four months. Token-based investments are rapidly turning into a significant asset class.
David Siegel, CEO of 20|30, will explain what kinds of tokens are being offered, real-life stories of token offerings, how to purchase tokens, how to watch for scams, smart investment strategies, and why you should get in early.
This is a 45-minute presentation with 15 minutes for questions.
Michael McGowan, Portfolio Manager of Forward Investing, sharing his thought on emerging markets and real estate investing at the 2012 Morningstar Investment Conference in Chicago.Read more >
David has been an angel investor for 20 years and has worked with Steve Jobs, Ed Catmul, and others in Silicon Valley. He played a significant role in the development of the Worldwide Web, has written five books, and coaches startups. Last year he was a candidate to be the next dean of Stanford business school. This year, he’s starting his 22nd company.
In this 60-minute webinar, you'll learn what really causes startups to fail, why you shouldn't build an MVP, explore how you can use Kanban to improve team coordination, why understanding your market is more important than understanding your product, raising money from crazy investors, why you shouldn't go to business school, and building an agile culture. Here are some of his writings:
This webinar is for both early-stage investors and entrepreneurs at all levels.
This is the latest Panacea Webcast for the BrightTalk Investment Summit where we will be joined by Seneca CIO Peter Elston.
Further information about the webcast will follow shortly.