Commentary

06 Mar

Better Leverage Private Equity Performance Analytics

As the Chief Financial Officer of a private equity firm, one of your many responsibilities is facilitating the analysis and communication of your funds’ performance. The insights this data can reveal are more important than ever to your colleagues, stakeholders and investors, yet many CFOs are restricted in leveraging their data to its fullest potential [...]
14 Feb

Five Ways to Capitalize on Valuable Intelligence

eVestment’s recent acquisition of Public Plan IQ gives clients access to over 10,000 searchable documents from U.S. public pensions, including fee disclosures, board materials/videos, meeting notes and minutes, annual reports, asset manager presentations, asset allocation documents and investment policies. This wealth of information is like having a seat at the boardroom table. How can you [...]
09 Feb

The Role of Alternatives in Institutional Investor Portfolios

Institutional investors and consultants are struggling to meet historical returns figures through traditional investments such as equity and fixed income and so have increased their allocations to alternatives. According to a 2016 study from Willis Towers Watson, the percentage of the allocations in a portfolio to alternatives has nearly tripled over the last 20 years, and [...]
07 Dec

How to #THRIVE in 2017

What is the winning formula for asset managers and institutional investors in the coming year? The 2016 eVestment Institutional Investment Intelligence (EI3) client conference set out to answer exactly this question. With over 200 attendees, the conference provided institutional investment professionals with the latest trends and actionable items from a great line of speakers. Here [...]
01 Dec

Global Emerging Markets – Light at the End of the Tunnel?

In a previous blog post, we cast a spotlight on the challenges facing active equity managers in the U.S. Large Cap universe. Now we’ll look specifically at Global Emerging Markets (GEM) equity as new, positive trends are coming forth. According to eVestment data, GEM active managers have experienced $38B in outflows over the period from [...]
29 Nov

Asking Deeper Questions About Complex Investments

Institutional investors have access to such a wide variety of investments that it can be a struggle to find the time to properly vet and evaluate all the options, especially on the private markets side. No matter which asset class or strategy you are considering, it’s important to know the right questions to ask that [...]
15 Nov
Differentiation

Making the Case for Your Active Equity Strategy

Active equity managers are facing a rough operating environment on many fronts. Institutional investors are seriously looking to allocate from active to passive solutions in many of the efficient markets, such as the U.S. In a recent article, Investment Pensions Europe (IPE) stated that, “Given the increasing competition from passive, smart beta and quantitative approaches, fundamental [...]
08 Oct

Changes to ESG Data Collection

eVestment has worked with consultants to update our ESG input questions, providing an opportunity for managers to tell their responsible investing story more thoroughly on the firm and strategy level to potential investors. With these changes in data collection, investors and consultants will now not only be able to vet specific products, but also entire [...]
03 Oct

Hawaii Selling Puts, RI Cutting Hedge Funds Adding Crisis Risk Offset, NM SIC $1B From Equity to Alts, Adding Smart Beta

Busy week for the public funds, among documents added to Public Plan IQ last week were materials for Alaska Permanent, Alaska Retirement, Austin, Chicago Teachers, Fort Worth, Hawaii, Illinois Teachers, Iowa PERS, Maryland, Massachusetts, Montana, New Jersey, New Mexico SIC, Ohio PERS, Orange County, Rhode Island, and Sacramento. At their September meeting Hawaii ERS announced that they will be implementing a [...]
26 Sep

Contra Costa Looking For Emerging Markets & Low Vol, Texas Muni & Connecticut Hold High Yield Searches, San Jose Increasing Private Equity

Very busy week for the public funds, among documents added to Public Plan IQ last week were materials for Arizona, Chicago Police, Connecticut, Contra Costa, Fresno City, IL SURS, Marin County, North Carolina, Ohio Workers Comp, OK Teachers, San Joaquin, San Jose, San Mateo, Texas County, Texas Muni, Tulare, and Virginia. This week Verus will present to Contra Costa the asset allocation [...]