White papers and reports
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Search Results for "Alternatives"
Commodities is a unique asset class, with different drivers of return than traditional investments such as stocks and bonds.
July 30, 2015
Given the shift from defined benefit (“DB”) to defined contribution (“DC”) plans over the past 20 years, investors are left to bear the brunt of risk when it comes to their future
July 15, 2015
The greater the risk, the more risk management matters. The higher financial asset prices go, the more investors need active management and strategies that manage downside
exposure. That’s just common sense.
July 02, 2015
The task of balancing equity risk with the goal of achieving meaningful returns is top-of-mind for many investors. The search is on for strategies that can fill this role, whether through asset allocation or choice of securities within the equity space.
June 02, 2015
With a combined market capitalization of $2 trillion, the Association of Southeast Asian Nations (ASEAN) markets present a compelling investment case for investors seeking growth.
December 16, 2014
Many financial advisors are assessing whether alternative investments can help reduce portfolio volatility and ultimately enhance returns. But it’s not easy to find guidance about introducing alts into a portfolio. John Hancock Investments collaborated with Wilshire Associates to provide detailed perspectives on institutional best practices in alts manager selection, due diligence, and implementation.
December 16, 2013
Investors looking for buying opportunities in a rising market might find evidence that valuations within the micro-cap space differ greatly from the Index’s “headline” P/E.
December 04, 2013
A new white paper from Invesco on how the Shanghai Free Trade Zone (SFTZ) is a logical extension of China’s ongoing reform effort to connect and further exert influence on the world’s stage.
November 12, 2013
The last several years have seen a proliferation of alternative beta strategies. Alternative beta strategies are designed to provide market exposure based on non-price-weighted fundamentals. Often referred to as “smart beta” or “strategy beta,” these strategies offer the potential for attractive risk-adjusted returns relative to traditional market-cap indexes.
November 05, 2013
Comprehensive Wealth Platform: Adviser-Driven, End-to-end Wealth Management Solution with an Emphasis on Alternatives
New white paper on Guggenheim’s adviser-driven, end-to-end wealth management solution with an emphasis on alternatives, giving advisers the ability to address each clients' individual needs, yet scalable to handle the full client spectrum.
October 31, 2013
A growing variety of alternative beta strategies have come to market in recent years. Many of these strategies are purported to be “Smart Betas.” Are they? What makes them smart?
October 28, 2013
This white paper examine the behavior of global financial professionals in the central banks and evaluates the strategy of individuals in world investing cultures, investigating if now might be the time to protect family wealth with a portfolio allocation to physical gold.
October 25, 2013
This white paper from ProShares offers a close look at what alternatives are and why they may be appropriate in investor portfolios.
October 24, 2013
This white paper from Janus addresses several key philosophical and definitional issues related to risk premia investing.
October 24, 2013
In today’s uncertain market environment, downside protection continues to be a primary focus for investors and clients. The challenge, however, is to both generate positive returns and reduce downside risk, and this white paper offers solutions to this challenge.
October 24, 2013
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