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Articles by author

 
Adam Berger CFA
Multi-Asset Strategist
11月 2017
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Collection

W_lock Investment Stepping Stones

Ideas to help narrow the return gap Today, institutional investors find themselves between a rock and a hard place. Their return targets remain relatively high, yet long-term return expectations for the... 更多

An index isn’t a fiduciary — and six other concerns about the push for passive

“It is difficult to get a man to understand something, when his salary depends upon his not understanding it.” This quote from Upton Sinclair might resonate with proponents of passive investing who... 更多

2月 2017
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Webcast

The last smart beta webcast

Join Adam Berger and Conor McCarthy for a short, provocative discussion drawing on their recent paper, “The last smart beta paper you’ll ever (have to) read.” In 30 minutes, we’ll... 更多

1月 2017
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Portfolio policy

Narrowing the return gap: 10 steps in the right direction

Many institutional investors, from public and private pensions to endowments and foundations, are stuck between a rock and a hard place. Their return targets remain relatively high, while capital market return... 更多

11月 2016
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Webcast

Addressing today's return challenge head-on

Return targets are high. Capital market expectations are low.‎ Can investors bridge this gap? Should they even try? Strategist Adam Berger takes stock of today's market environment and offers a framework... 更多