Allocation Spotlight
Commentary, insights and strategic perspectives for today's institutional investors
In a low return environment, institutional investors are facing a myriad of challenges. The Allocation Spotlight aims to shed light on asset allocation themes that can help investors achieve their portfolio objectives.
Combining disciplined call-writing with an active low volatility equity portfolio can provide institutional investors with a new and diversifying source of income.
Capital structure is an underutilized mechanism for generating income and the benefits real estate mezzanine debt offers investors, including attractively priced assets and superior risk diversification.
Developing and implementing an ETF program may seem daunting, but the process—which makes use of common investment mechanisms—is relatively straightforward.
The combination of using a highly liquid ETF vehicle alongside a traditional separate account may allow for both optimal liquidity management and active alpha generation.
The ABCs of capital-efficient investing: Alpha, beta and collateral
A key question for investors today is how they should position their private equity portfolios for the next decade, given some tailwinds may soon turn into headwinds.
In seeking to protect hedge portfolios from credit downgrades and defaults, adding high quality long duration and an active high yield strategy may help make LDI programs more resilient.
