Investments

Filters

What Investors Should Know About ESG in Fixed Income
Parametric
It’s understandable that investors have questions and concerns about ESG investing in the fixed income markets. However, investors can align their values with their fixed income
Transitioning to a New Market Cycle Requires a Fresh Look at Risk
Parametric
Investor anxiety is shifting from the impact of COVID-19 to the changes that may come with the removal of stimulus measures. Investors can make the transition to a new market cycle by managing their
Roll-Down Impact on Bond Returns
Parametric
Investors have been building bond portfolios using a laddered strategy since the early 1900s. Even in a flat or rising rate environment, a ladder’s total return can materially exceed its
Simple Guide to Tracking Error
Parametric
When it comes to an investment strategy, it is important to consider the tracking error (TE) as it allows investors to quickly get a sense of how much deviation from a stated benchmark they
Factor Investors: Three Ways Tracking Error Keeps an Investment Strategy on Course
Parametric
When in the pursuit of enhanced risk-adjusted returns, investors with strong convictions are often drawn to factor investing—tilting portfolios toward a particular factor like value, low
Time To Bet Against The US Dollar?
Asset Consulting Group
We are currently experiencing one of the longest periods of U.S. dollar strength in the last 50 years, leading some to question if it’s time for a reversal. Learn what drives the dollar and how
The Private Investment Opportunity
Asset Consulting Group
Private equity has been an established asset class for institutional and private investors for well over two decades. The potential for outsize returns and exposure to the most exciting and
What To Do with Your Next Dollar: A Quantitative Framework
Vanguard
When choosing among cash flow opportunities, from the prepayment of loan principal to various investments, investors may be best served by following a quantitative framework to maximize future
Sustainable Investing: Rewards Beyond Returns
Wilmington Trust
Sustainable investing that began decades ago as a fringe notion of investing to make the world a better place has soared in popularity in recent years. To understand what’s meant by sustainable
Evil Twins: Commodity Prices and the Strength of the U.S. Dollar
Parametric
Commodity investors have historically recognized a link between the strength of the U.S. dollar and the prices of commodities. Specifically, as the dollar strengthens against other major currencies,