by Gwen Le Berre, Director, Responsible Investing; Jennifer Sireklove, Managing Director, Investment Strategy
July 1, 2024
The right mix of portfolio construction and active ownership can help responsible investors filter out the noise around ESG and tune in on what matters.
by Richard Fong, Managing Director, Investment Strategy
January 8, 2024
What are the strengths of physical versus synthetic rebalance implementations? See how the differences can affect total portfolio performance.
by Alex Zweber, Managing Director, Investment Strategy
December 18, 2023
In this whitepaper, we explore the important benchmarking alternatives and considerations and how a mosaic approach incorporates several benchmarks to paint the most complete performance picture.
by Greg Liebl, Director, Investment Strategy; Adam Swinney, Investment Strategist
October 30, 2023
In high-inflation environments, investors often look for strategies to help protect their assets. When inflation is unexpectedly high, commodities often provide the best protection.
by Kevin Lynyak, Managing Director; James Benadum, Director, Portfolio Manager
August 23, 2023
Preferred securities can be an attractive complement to traditional fixed income. See where they can fit in taxable investors’ portfolios.
by Antony Motl, Portfolio Manager
August 14, 2023
Can an overlay program help investors increase expected return and reduce tracking error relative to a targeted policy allocation? In this paper we delve into the most common overlay components to explore how such a framework allows for seamless integration with investment staff, underlying investment managers, and other stakeholders.