Tag: asset owners

Attracted by the promise of higher returns compared to public markets, institutional investors and asset owners are steadily increasing their allocations to private assets....

This year marks 25 years since the creation of Ortec Finance’s decision-based attribution model, a framework that has become a cornerstone for asset owners managing multi-asset portfolios.

In today’s complex investment environment, geopolitical risk has evolved from being an occasional disruptor to a permanent feature shaping financial markets. For long-term investors such...

As more asset owners adopt centralised currency overlay programmes to manage growing foreign exchange exposures, the need for a robust framework to measure the added value of these decisions has become critical. Such frameworks help evaluate the contribution of currency strategies to overall fund performance—an essential step as currency volatility increasingly impacts portfolio returns.

As more asset owners adopt centralised currency management strategies, the need to assess the effectiveness of currency overlay decisions has become increasingly important. A well-constructed currency attribution framework enables firms to quantify the value these decisions bring to a fund’s overall return.

As global portfolios become more geographically diversified, asset owners are placing greater emphasis on managing currency risk.

As global markets continue to face volatility driven by shifting economic policies—including trade developments—asset owners are placing greater emphasis on understanding and mitigating currency risk.

Compass Insights has officially launched its platform, which is tailored for asset owners, offering a centralised system that enhances both investment and stewardship efforts.

Landytech, a next-generation investment management platform, has secured £5m in corporate debt financing from CIBC Innovation Banking.

In a report published March 2024, Alveo polled 200 financial institutions about their current usage of data and AI. The respondents were split over...