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Portfolio construction

Showing 10 of 11 Insights Posts
1270413720
Active management Equity Portfolio construction Wealth Program EMEA Focused European Equity Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The power of local perspective: the rewards of a contrarian approach to European equities

Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why they see compelling opportunities in today's European equity market for contrarian, bottom-up investors.

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By

Thomas Horsey

Thomas Kramer

event March 2025
4 min
Article
2026-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1319451878
Portfolio construction Sustainability Net zero Institutional Program Multi-asset Whitepaper Sustainable Investing Program
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Implementing decarbonisation guidelines: lessons learned in collaboration with clients

For asset owners with net-zero ambitions, balancing decarbonisation goals with investment objectives can be a challenge. Climate Transition Risk Analyst Julie Delongchamp outlines a practical five-step approach to implementing tailored guidelines.

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By

Julie Delongchamp, CFA

event February 2025
10 min
Whitepaper
2026-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
487586301
Equity Factors Macro and market Content CoE Program Global Program iStrat Active management Portfolio construction Whitepaper Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Concentrated markets: Implications for active management, manager research, and multi-manager capital allocation

Members of our Fundamental Factor Team share research insights on the portfolio impact of benchmark concentration and highlight tools that may help, including extension strategies, passive-share analysis, and index-completion approaches.

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By

Gregg Thomas, CFA

Megan Kelly, CFA

event December 2024
18 min
Whitepaper
2025-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Book with green Boards
Liability-driven investing Portfolio construction DB Private Program iStrat Equity Fixed income Whitepaper Tactical allocation
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Extra credit for corporate plans: Advanced topics in LDI implementation

To help corporate DB plans refine their liability-hedging strategies, members of our LDI Team take a deep dive on 3 key liability risks and offer ideas to help improve the design of hedging portfolios.

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By

Amy Trainor, FSA

Jacqueline Yang, CFA

event September 2024
25 min
Whitepaper
2026-08-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
956835436
Macro and market Asset allocation Portfolio construction Balance sheet iStrat Multi-asset Equity Fixed income iStrat program Article Tactical allocation
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

2024 Insurance Outlook: Position portfolios for the unexpected

Tim Antonelli offers two critical ideas for insurers' 2024 investment planning: doubling down on diversification and rethinking risk, including geopolitical and default risk.

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By

Tim Antonelli, CAIA, CFA, FRM, SCR

event December 2023
Article
2024-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1069159866
Climate Climate tech Portfolio strategy Portfolio construction Sustainable investing Article
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Climate mapping in action: Investment case studies

We describe our Climate Exposure Risk Application (CERA), which can help our investment teams visualize and quantify physical climate risks.

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By

Christopher Goolgasian, CFA, CPA, CAIA

Victoria Landaeta

event November 2023
Article
2024-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1347909256
Liability-driven investing Asset allocation Portfolio construction Private pension (DB) iStrat Private credit Multi-asset Strategic allocation Diversification Whitepaper
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Liability-hedging diversifiers: What’s on your pension’s playlist?

Corporate pensions moving closer to their end state may benefit from more diversified liability-hedging allocations. To help, LDI Team Chair Amy Trainor offers a liability-hedging diversifiers “playlist” — a set of asset classes and strategies that may harmonize well with a variety of objectives, from downside mitigation to long-term outperformance versus long corporate bonds.

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By

Amy Trainor, FSA

event October 2023
Whitepaper
2024-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
97971096
Liability-driven investing Portfolio construction Multi-asset iStrat Private pension (DB) Article Strategic allocation Liquid alternatives & hedge funds
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Mind the liquidity (and cost) gap: Revisiting a plan’s hedge-ratio approach

Members of our LDI Team take a fresh look at the process of setting and managing liability hedge ratio targets, including liquidity considerations that are top of mind today and the implementation toolkit.

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By

Amy Trainor, FSA

Jeremy Forster

event June 2023
Article
2025-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
961043500
Portfolio construction Risk management Multi-asset iStrat Whitepaper Strategic allocation Multi-Asset solutions Liquid alternatives & hedge funds
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The alpha equation: Balancing active risk sources in multi-asset portfolios

Members of our iStrat Team share their research on the process of deciding how much active risk to take at the asset class and security levels in pursuit of alpha objectives. They also offer a step-by-step framework for implementing the research findings.

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By

Alex King, CFA

Nick Samouilhan, PhD, CFA, FRM

event May 2023
Whitepaper
2024-05-04
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
woman-standing-between-mountains
Outlook Liquid alternatives & hedge funds Hedge funds Alternatives investing Asset allocation Manager selection Portfolio construction Volatility Fixed income Private equity Article
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Mid-2022 Alternative Investments Outlook
As allocators cope with economic uncertainty and market volatility, Multi-Asset Strategist Cara Lafond explains how alternative investments could potentially play a role in improving portfolio resilience and returns.
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Multiple authors

event July 2022
Article
2023-08-31
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