With investors looking to achieve alpha, reduce volatility and minimize costs, can smart beta achieve the perfect balance in today's environment?
Matching cash flows and managing liquidity in maturing pension funds
J.P. Morgan 2019 LTCMA Alternative Strategy Assumptions
A stable to improving alpha outlook offsets the beta drag
Themes from the quarterly Quantitative Beta Research Summit
Hedged equity (or options overlay) strategies can provide higher risk-adjusted returns over broad-based equity indexes, in part by using options to minimize the impact of market disruptions and downturns.
Should investors fear an erosion of the illiquidity premium?
Pension strategies: Matching cash flows and managing liquidity