Actively Combating Portfolio Volatility

Has the relative stability of market returns in recent years lulled clients into a false sense of security about passive investing? According to institutional investors and wholesale portfolio managers (i.e., those who manage portfolios for certain insurance investment platforms, fund-of-fund solutions and third-party asset management platforms), this could be a significant issue facing individuals when…

Double Down: Faced With Increased Volatility, Institutions Embrace Risk

March 2017 Faced with greater volatility and continued rate pressures, the 500 decision makers included in this, our fifth annual Global Survey of Institutional Investors, appear to be doubling down on their bets by increasing allocations to equities, private equities, and other high-risk assets seeking to generate returns. Institutional investors will have their hands full…

Institutional Outlook: Forecasting Dynamic Changes

December 2016 Institutional investors anticipate a year of dramatic change in 2017. A global wave of populism is upending conventional thinking about politics and economics. Central bank policies, which have driven investment performance for nearly a decade, are beginning to diverge. The U.S. Federal Reserve is likely to raise rates, while other central banks are…

Confusion, Conflict, and the Need for Professional Investment Advice

By:┬áDavid Goodsell June 2016 Individual investors in 2016 are facing many emotional conflicts that if left unresolved, could put their financial future at risk. Globally, they say they want to grow assets but they hesitate to take on risk. They want to evaluate investment performance based on personal goals, but many admit to not having…