Alternatives

US equity exceptionalism sentiment, value, shorter durations, and unicorns are among the asset allocation trends explored.

Research paper explores how synthetic rebalancing using a futures overlay can help manage risk, reduce transaction costs, and minimize taxes.

Amid the failed diversification of disappointing returns from both stocks and bonds, there are some bright spots in institutional investing trends.

Recent trends show increasing growth style bias, higher emerging market allocations and focus on quality fixed income holdings in moderate portfolios.

With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.