Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.
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.
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.
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.
This Institutional Investor article highlights how the portfolio implementation of factors determines whether you are able to reap the benefits.
Dr. Daniel Crosby, Chief Behavioral Officer of Brinker Capital put together this client approved list of money advice.
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.
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.
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.
Barings has held hundreds of LPAC seats over the past 25+ years investing across private markets—mitigating conflicts of interests, and recommending best practices to GPs and LPs. As the landscape has evolved, we’ve seen several trends arise—and offer the following insights.
Historically, growth and value have behaved differently across varying market environments, suggesting that investors may benefit from having a strategic allocation to both styles of investing. We build a case for why there’s a place for both in a portfolio.