Institutional investors revisit securities lending with a stronger awareness of the risks, returns.
Signs of normalcy return to the market after recent upheaval.
Moving bond portfolios presents different challenges for investors.
Plan sponsors are more comfortable using external resources to meet new challenges.
Investing focus shifts toward best-in-class companies and away from geography.
Institutional investors have new opportunities to broaden international exposures.
Evidence indicates smaller stocks have outperformed large-caps during economic recoveries.
Overseas opportunities could provide enhanced returns, reduced risk.
Liquidity crunch, economic concerns don’t dampen investor interest.
Local debt markets provide buffer for developing economies.
Investment product innovation helps U.S. plan sponsors tackle an evolving set of challenges.
Demand for commodities from emerging and developed economies continues.
Assessing the risks and growth potential for China’s evolving stock market.
Pension fund sponsors examine the merits of liability driven investing.
Approach helps U.S. plan sponsors balance short- and long-term funding considerations.
Popular academic theory meets real-world pension plan investment strategy.
As investors take a more active approach to their short-term portfolios, they must balance the potential for enhanced returns against risk and liquidity considerations.
Multiple factors converge to keep the city at the crossroads of the burgeoning global currency marketplace.
Institutional investors continue to shift their focus toward foreign markets.
Investors adopt outcome-oriented strategies for their investment programs.
Stock repurchases are replacing dividends for a new generation of companies.
Investors evaluate the opportunities and risks resulting from global climate change.
Institutional investors adopt a global perspective in pursuit of investment opportunities.
Use increases as plans sponsors look to manage risk and boost returns.
The common denominator in some of the most innovative investment strategies is leverage.
Managers seek to add value by separating true alpha from hedge fund beta.
Large foundations and endowments reap the benefits of alternative investing.
Pension sponsors embrace alternatives to address underfunded liabilities.
A combination of events has put short-term fixed-income strategies in the spotlight.
Defined contribution plan sponsors look to select target date strategies that benefit their plans.
Investors looking to hedge risk are fueling growth in the derivatives markets.
Total investment program management can allow investors to focus on core competencies.
Plan sponsors are increasingly turning to outsourcing to gain simplicity in plan management.
Portable alpha provides the building blocks to engineer more risk-efficient LDI strategies than traditional investment approaches.
As investors look beyond traditional hedging opportunities, currency trading grows into a stand-alone asset class.
With an increasingly crowded marketplace, the challenge in hedge fund investing will be identifying new market inefficiencies.
Next-generation socially responsible investment strategies allow investors to evaluate the impact of social and environmental factors on financial performance.
Often found on an organization’s balance sheet, taxable asset pools are being invested in innovative ways.
Active extension strategies are a natural next step for institutional investors seeking a risk-efficient method of capturing alpha while maintaining beta exposure.
Tougher funding and disclosure requirements are spurring pension plan sponsors around the globe to reconsider the context of how they view their assets and liabilities.
Emerging market equities have demonstrated why they should be a core element in a long-term international portfolio.
Pension plans around the globe are adopting new investing mindsets and changing behaviors as they grapple with aging populations, funding issues and new regulations.
From private pension systems to cross-border investing, China’s emergence in the global economy presents risks and rewards.
Successfully navigating the private equity waters takes persistence, perseverance and patience.
Maximize excess returns and manage liabilities.
Private equity funds are coming off of a banner year. Institutional investors are taking a look at how they can safeguard their private equity portfolios.
Emerging markets are finding a home in institutional investors’ portfolios, where achieving an effective policy allocation can still be a challenge.
Broadening the opportunity set of investment strategies is a critical first step to meeting an institutional investor’s performance objectives.
Sudan-free investing exemplifies efforts to achieve more than investment goals.
The restructuring of the insolvent Whistlejacket SIV made significant progress in April and early May. Listen to this podcast to learn about what we believe will be final resolution of this restructuring.
Listen now to Whistlejacket Restructuring Update (To download, right click on the link and select "Save As.")
What global trends are transforming the asset servicing industry? Four key mega-trends are affecting institutional investors and investment managers. In this podcast, we examine all four trends and the environments in the United States and Europe that helped incubate each.
Listen now to Megatrends in Institutional Investing (To download, right click on the link and select "Save As".
Real estate investment trusts, or REITs for short, are one of the most talked about and long-awaited investment vehicles on the United Kingdom investment scene. Find out what their arrival in 2007 really means for property companies and investors in the United Kingdom.
Listen now to U.K. REITS (To download, right click on the link and select "Save As.")
Why have some investments been divested from companies that do business in Sudan or distribute products made in Sudan? This timely and comprehensive podcast provides some answers.
Listen now to Sudan-Free Investing (To download, right click on the link and select "Save As.")
While target date funds have been in existence for several years, the recent surge in interest is a result of the Pension Protection Act which was signed into law in 2006. Many plan sponsors are adopting target date strategies as their new default investment option. Listen to this podcast to find out more about Target Date Strategies.
Listen now to Target Date Funds (To download, right click on the link and select "Save As.")
Considering alternatives to traditional portfolio management? There has been considerable interest by Institutional Investors around portable alpha. Several factors have contributed to this interest; listen to find out more.
Listen now to Portable Alpha (To download, right click on the link and select "Save As.")
There is no question that China is booming. The country boasts the world’s fastest growing economy, one of the fastest growing middle classes and a manufacturing and industrial base set to rapidly expand for the foreseeable future. So what should an investor know before contemplating an investment in China?
Listen now to Investing in China (To download, right click on the link and select "Save As.")
For the past 5 years, the small cap equity asset class has been one of the leading contributors to investors’ overall performance. Fueled by today’s low equity return environment, the demand for small cap products continues at a rapid pace – despite many top-quartile managers closing their doors to new investors.
Listen now to A Structured Approach for Small-Cap Investing (To download, right click on the link and select "Save As.")
Pension plans around the globe are adopting new investing mindsets and changing behaviors as they grapple with aging populations, funding issues and new regulations. This podcast is intended for institutional investors who want to learn more about how pension plans around the globe are responding to new pension funding laws and regulations, and the strategies - such as liability driven investing - that are being developed to deal with these issues.
Listen now to Global Pension Shift (To download, right click on the link and select "Save As".
Each year, institutional investors shuffle between $2 trillion and $2.5 trillion dollars among portfolios. Given the continued search for alpha and new funding and reporting requirements, most industry analysts expect the number of portfolio restructurings to increase. As the pace of fund restructurings continues to accelerate (due to these changes), it’s important to separate truth from the transition management myths.
Listen now to The Top Five Myths of Transition Management (To download, right click on the link and select "Save As.")
With hedge fund stories constantly in the press, this podcast will be of interest to anyone who wants to find out more about the impact of inflows of institutional money on the hedge fund industry. Northern Trust seeks to explore the consequences that institutionalisation is having on investors and managers alike.
Listen now to The “Forced” Institutionalisation of the Hedge Fund Industry (To download, right click on the link and select "Save As.")