Gallery
All the news about industry gallery
Interview
Interview ,
October 2016
Salwa Boussoukaya-Nasr : « We look at all the existing strategies that are based on risk metrics, factor-based or fundamental values approaches. »
According to Salwa Boussoukaya-Nasr, CFO of FRR (« Fonds de Réserve pour les Retraites ») the French reserve fund, developments are necessary for more transparency for the turnover costs generated by the implementation of Smart Beta (...)
Interview ,
October 2016
Michel Manteau : « We have mainly chosen minimum variance strategies because we seek to reduce the volatility of our equity portfolio »
Michel Manteau, head of portfolio management at CARMF (« Caisse Autonome de Retraite des Médecins de France »), the retirement institution for french doctors tells us more about Smart Beta strategies.
Interview ,
October 2016
George Szemere : "Our investment process leads us to include 25-40 different risk premia in the portfolio"
According to George Szemere, Head of Global Strategic Relations & Liquid Alternatives, Columbia Threadneedle, there is a growing understanding that extracting returns from a traditional asset-allocation mix is going to be (...)
Interview ,
September 2016
Antoine Prudent : « InPact Advisory is currently conducting a mission for 5 large Swiss institutional investors willing to invest in an Alternative Risk Premia strategy »
According to Antoine Prudent, founding partner of InPact Advisory, the advantage of Risk Premia products is also to reduce costs compared to the usual pricing for alternative products…
Interview ,
July 2016
Philippe Desfosses : "Since inception, the board of ERAFP has decided to put in place a 100% ISR investment policy"
"This is why we are also very committed against global warming" said Philippe Desfossés, director at ERAFP.
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Opinion
Opinion,
October 2015
Fed: The Art of Evasion
The US Federal Reserve maintained a status quo on its interest rates at its September meeting, thereby extending a period of zero interest rates that has lasted for virtually seven years already. This decision, which ought to have reassured investors, was on the contrary (...)
Opinion,
October 2015
Outlook Brazil
Brazil is in recession territory. The country’s fiscal consolidation plan had a major set-back in July as the finance minister Joaquim Levy announced a significant downward revision of the government’s primary fiscal surplus targets. In august, S&P placed Brazil’s foreign (...)
Strategy,
October 2015
Is traditional asset allocation no longer an option?
Sometimes, I wonder if asset allocators realise how lucky they used to be. We used to have the luxury of combining bonds with equities to form a diversified portfolio. Sovereign bonds – from many countries – used to be of high quality. But I am afraid that those times are now (...)
Opinion,
September 2015
A Dovish Fed is Set to Support CTA and Macro Managers
Markets were on standby mode ahead of the Fed’s meeting last week. Hedge funds were flat and there was little dispersion in returns across the managers (see chart). Event-Driven outperformed as equity volatility edged lower. Meanwhile, Fixed Income strategies underperformed (...)
Opinion,
September 2015
The Fed skips its turn... but for how much longer?
We think it is reasonable to bet on an upcoming monetary tightening (next December FOMC): The US economy can fully withstand some interest rate increases; the global economy, probably a bit less; and the financial markets (especially emerging), less still. This means that (...)
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Jean-Francis Dusch : ’’Our mission is to offer investors a stable and predictable long-term return, from selected debt investments in developing and fast-growing sectors’’