What consultants and investors want from managers right nowGlobal markets continue to be volatile as the coronavirus pandemic is expected to cause a sharp downturn in the global economy. For asset managers, business continuity plans are being stressed like never before. How do institutional investors and investment consultants react to a global situation like this? What is the best thing an asset manager can do to reassure their clients? We recently sat down with a few industry experts to find out.
Handling public & private market volatility in good times and bad: Part IThere is clearly a massive amount of volatility in both the public and private markets right now. While information is readily available in the public markets, the volatility of private markets is also open to question, and not just because of COVID-19.
Public equity opportunities for managersBy plotting the current allocations of large public plans in the U.S. against their target allocations, it’s possible to compute implied future flows and gauge the magnitude of potential opportunities in the pension space. The data indicates significant opportunities for public equity strategies, despite overall net outflows.