Archive | Sponsor Content

Avoiding the Pitfalls: Invest in Skills for Deal Evaluation

This article is sponsored by The Wharton School. Venture and private equity investment are important components of the portfolios of sovereign wealth funds (SWFs). However, access to these asset classes has come with hefty management fees. For SWFs, there are several advantages to direct investment in venture and private equity deals. Direct investment allows more […]


Sovereign Wealth Funds: Investing Directly and Creating Value

This article is sponsored by The Wharton School. Today, when sovereign wealth funds (SWFs) put assets into alternative investments, they are more likely to be direct, rather than passive, investors. One of Canada’s largest pension funds recently bought a significant minority stake in Allflex Group, the global leader in animal monitoring technology, joining Allflex’s leading […]


Understanding Private Equity: The Asset Class You Can No Longer Ignore

This article is sponsored by The Wharton School. With market uncertainties growing, many investors and their advisors are taking a closer look at private equity. In fact, this asset class is now attracting a sizeable segment of the economy, and it has an ecosystem that includes not only private equity firms, but banks that cover […]


First Quarter 2016 Real Estate Update: Marcus and Millichap

This article is sponsored by Marcus & Millichap. Across the country and across all sectors, there was a decrease in “activity” and transaction velocity in the first two months of 2016 from the strong pace of 2015. There does not seem to be a consensus on the reasons why, but industry professionals cite severe-stock market […]


Is Your Purchase or Sale of Securities Covered Under U.S. Law?

This article is sponsored by Goal Group. Written by Michele Carino and Noah Wortman As world financial markets become increasingly complex and intertwined, the question of whether your investment is protected by law and by which country is oftentimes challenging to answer. However, due to the rise of the global investment portfolio and the fact […]


Delegate Breakout – Institute Fund Summit 2016 Asia

The 4th Institute Fund Summit Asia 2016 – Capella Singapore – April 25-26 SUMMIT DETAILS Date: April 25-26, 2016 Venue: Capella Singapore Sentosa Island Event Site Register NOW | Public Fund Registration (SWF, Pension, etc.) To view agenda and speakers, please email events@swfinstitute(dot)org We have over US$ 2.5 trillion worth of public investor capital signed […]


Why Institutional Investors are Bullish on U.S. Real Estate

This article is sponsored by Marcus & Millichap. Written by Mark Taylor, Senior Vice President Investments, Senior Director, National Retail Group 2016 OUTLOOK Most commercial brokerage firms had their best year ever in 2015 in terms of transactions closed, dollar volume closed, and revenue. (At Marcus & Millichap, we closed 7,667 transactions totaling $33,139,000,000). We […]


How Investors Are Leaving Billions on the Table

This article is sponsored by Goal Group. Written by Noah Wortman The degree to which fund managers and custodians have a fiduciary responsibility to ensure that their clients have the opportunity to participate in securities class and collective redress actions is a hotly debated subject. Securities class actions have been moving away from the relatively […]


Do Diverse Pension Plans Hire Diverse Investment Managers: The Answer May Surprise You

This article is sponsored by National Association of Investment Companies. Written by Alan Hughes of the National Association of Investment Companies (NAIC) As America’s population continues to become more diverse, the number of careers and economic opportunities in which members of these communities were historically shut out has gradually declined. In the corporate arena, management, […]


Make Diversification your Beta

This article is sponsored by TOBAM. Yves Choueifaty, President and Founder of TOBAM, explains why concepts such as “smart beta” or “neutral portfolio” require clear definitions and how the Maximum Diversification® approach answers the need for beta. What is your definition of Smart Beta? What makes a beta smart? TOBAM is one of the founders […]


Outsized Performance is Met With Outsized Demand

This article is sponsored by National Association of Investment Companies. Written by Alan Hughes of the National Association of Investment Companies (NAIC) Achieving oversubscribed status is often a positive accomplishment for private equity firms. It generally shows that investors have confidence in the firm’s management team and that its investment strategy will lead to healthy […]


Build, Buy or Outsource: Tax Reclaims and Class Action Recovery

This article is sponsored by Goal Group. Written by Bill Salva and Noah Wortman The arguments in favor of outsourcing or buying a commercial enterprise solution from a qualified Tax Reclaim and Securities Class Action Recovery provider are compelling. One common guideline applied by many for this decision is to buy or outsource when you […]


Introduction to Factor-Based Investing

This article is sponsored by S&P Dow Jones Indices. For decades investment portfolios have been constructed from a combination of cap-weighted index funds and active funds. Cap-weighted index funds allow investors to acquire the market portfolio in a simple, transparent, and cost effective manner. By contrast, active funds promise higher returns at the cost of […]


The Landscape of Risk

This article is sponsored by S&P Dow Jones Indices. Risk is a complicated thing, and S&P Dow Jones Indices’ experience supporting the VIX® series of volatility measures, its continued work in the arena of low-volatility indices and its conversations with clients regarding risk reduction techniques continue to reveal new things about the way markets and […]


SPIVA Europe Scorecard Mid-Year 2014: How Have Active Managers Fared in Europe?

This article is sponsored by S&P Dow Jones Indices. The active-versus-passive debate has been raging for years and, with strong opinions on both sides, this issue is likely to remain contentious. As a scorekeeper in this debate, S&P Dow Jones Indices (S&P DJI) has been publishing the S&P Indices Versus Active (SPIVA®) Scorecard since 2002. […]


SPIVA Europe Scorecard: Measuring the Effectiveness of Passive Investing in Europe

This article is sponsored by S&P Dow Jones Indices. By Aye M. Soe, CFA Senior Director, Index Research & Design At the heart of the active versus passive management debate lies the theoretical underpinning that the average return of both actively and passively managed assets must equal the aggregate market, thereby making it a zero-sum […]


Kessler Topaz – Halliburton Supreme Court Case Decision Could Affect Institutional Investors

This article is sponsored by Kessler Topaz Meltzer & Check, LLP. In our previous article concerning legal developments affecting shareholder litigation, we mentioned the Halliburton v. Erica P. John Fund, a case which could potentially upend 25 years of jurisprudence and make it much more difficult for shareholders to recover investment losses that occur as […]


Kessler Topaz – Is the U.S. Closing the Courtroom Doors to Shareholder Litigation?

This article is sponsored by Kessler Topaz Meltzer & Check, LLP. Since the passage of the Private Securities Litigation Reform Act of 1995, in which the U.S. Congress provided incentives for institutional investors to lead securities class actions, institutional investors have had a remarkable impact on the shareholder litigation landscape. Large institutional investors have successfully […]