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Thought Leadership Report: Enforcement and Litigation Risks
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Impact Investing
ESG shopping? Do your homework
A scarcity of disclosures is creating an information vacuum for ESG investors who rely only on off-the-shelf ratings.
Alternative Investments
Streaming Income - European Real Estate: Late-Cycle Value from Manchester to Munich
This piece is approved to use with clients.
Can value still be found (or created) ten years into the European property market cycle? And if so, which sectors, geographies and risk profiles look most compelling? Barings’ Charles Weeks weighs in.
Impact Investing
3 Key Trends in Sustainable Investing
Increasing interest in sustainable and ESG (environmental, social and governance) investing means more opportunity for investors to find the best fit for their portfolios. Here are some of the key trends we’re seeing.
Impact Investing
Community Investing: How To Invest In The Underserved
Community investing presents a strong opportunity for direct, meaningful, and measurable impact for an investor – and can often serve as a low-risk, high-impact component of an investment portfolio – delivering social benefit alongside financial return.
Portfolio Construction Insights
Where Factors Come From
A select group of equity factors — value, small size, momentum, low volatility, dividend yield, and quality — has been the primary source of equity outperformance over the broad equity market for five decades. That should be exciting for investors, but the natural questions that follow are how and why? In fact, equity factors developed as a way to question the cornerstone beliefs behind passive investing.
Impact Investing
Bringing Sustainable Investing to the Bottom Line
Sustainable companies know how to manage their financials along with their environmental, social, and governance risks and opportunities. Here’s how to identify those companies.
Portfolio Construction Insights
Foundations In Factors
Historically, style factors have been shown to deliver superior risk-adjusted returns to passive capitalization weighted indexes and more persistent performance than traditional active management, making them a compelling alternative for investors.
Portfolio Construction Insights
Why Isn't CAPM Being Retired?
This Institutional Investor article highlights how the portfolio implementation of factors determines whether you are able to reap the benefits.
Portfolio Construction Insights
Why Factor Investing Isn't Working
This Institutional Investor article highlights how factor investors face an increasing disparity between the risks they take and the premium they get, the result of taking unintended risks.
Alternative Investments
Streaming Income - Private Equity: Where LPs Need to Do Their Homework Now
This piece is approved to use with clients.
From fund-life extensions to ESG and diversity efforts, limited partners (LPs) have no shortage of factors to consider when evaluating PE investments. Barings’ Elizabeth Weindruch provides first-hand insight into the latest challenges facing PE investors today.
Portfolio Construction Insights
Asset Allocation Viewpoints
Access the latest thinking from T. Rowe Price's Asset Allocation Committee, comprised of some of our most senior investment professionals, so you have more actionable conversations with clients and gain insight into what’s resonating with other intermediaries.
Active/Passive Management
The Active Risk Storm
Most active managers underperformed their benchmarks in the first half of 2019. The media has chalked this underperformance up to shoddy sources of alpha and overbought investment strategies. We feel this view is shortsighted. Head of Quantitative Strategies Michael Hunstad, Ph.D., explains.