Portfolio Management Archives - Page 2 of 6 - Fundopedia

Asset Allocation…

CMBS Special Servicing

The special servicing sector of commercial mortgage-backed securities (CMBS) is a critical component of the CMBS market. It consists of specialized entities, known as special servicers, responsible for managing and…

Capital Market…

Options-Based ETFs: Strategies & Benefits

Options-based exchange-traded funds (ETFs) utilize options strategies to enhance returns, reduce volatility, or generate income. They have gained popularity among investors seeking customized risk-return profiles . Types of Options-Based Strategies…

Alternative Investments…

Post-COD Renewable Energy Assets M&A

12 Aug 2024September 19, 2024

The Commercial Operation Date (COD) is a significant milestone in the lifecycle of renewable energy projects. It marks when a project transitions from the construction phase to becoming operational. On…

Asset Allocation…

Indian Education Market

21 Jun 2024September 19, 2024

The Indian education market offers significant investment opportunities, particularly in the K12 and higher education segments. These segments are considered high-growth areas with substantial long-term potential. K12 Education The K12…

How to Analyze Private Auto Insurance Carriers?

20 May 2024September 19, 2024

Analyzing private auto insurance carriers involves a comprehensive assessment of various financial, operational, and market-related factors. Financial Performance Examine trends in premiums written, revenue growth, and profitability. Analyze the net…

Capital Market…

T+1 Settlement in the US and Canada

8 May 2024September 19, 2024

The SEC has adopted rule amendments and new rules to move the standard settlement cycle to T+1, which takes effect on May 28, 2024, in the US and May 27,…

Alternative Investments…

Tokenization Opportunity for Repos

11 Apr 2024September 19, 2024

Repos, short for repurchase agreements, are a form of short-term borrowing mainly used in the money markets. In repo, one party sells a security to another and agrees to repurchase…

Capital Market…

Banks’ Involvement in Private Credit

29 Mar 2024September 19, 2024

Banks' involvement in private credit has become increasingly significant in recent years as the private credit market has expanded. Some banks have established direct lending platforms, offering loans to private…

Alternative Investments…

Alternative Credit Strategies

6 Mar 2024September 19, 2024

Alternative credit strategies refer to non-traditional lending and credit investment forms that go beyond standard market instruments like public corporate bonds or government securities. These strategies often aim to generate…

Capital Market…

501(c)(3) Organizations and Investment Implications

16 Feb 2024September 19, 2024

A 501(c)(3) is a portion of the US Internal Revenue Code that allows nonprofit organizations to be federally tax-exempt. Organizations that are organized and operated for certain purposes and meet…

Alternative Investments…

SEC’s Approval of Bitcoin ETF: Impacts and Opportunities for Asset Managers

7 Feb 2024September 19, 2024

The US Securities and Exchange Commission (SEC) recently approved listing and trading bitcoin exchange-traded product shares. The approval of bitcoin ETFs is considered historic due to the long-standing pursuit by…

Alternative Investments…

Current Trends in the Private Credit Market

28 Nov 2023September 19, 2024

The private credit market refers to non-bank lenders providing loans or credit to companies. Unlike traditional bank loans or publicly traded bonds, these credit instruments are not traded on public…

Alternative Investments…

Industrial Properties and Logistics Real Estate

6 Nov 2023September 19, 2024

The industrial properties and logistics real estate sectors are critical components of the global real estate market. Industrial properties include manufacturing plants, research and development (R&D) facilities, multi-use industrial parks,…

Patient Engagement in the Pharmaceutical Industry and Investor Perception

13 Oct 2023September 19, 2024

Patient engagement has become an increasingly important factor in the pharmaceutical industry, influencing various aspects of drug development, marketing, post-market surveillance, risk management, investor perception, cost savings, and regulatory and…

Asset Allocation…

Healthcare Investments in Asia

9 Oct 2023September 19, 2024

The key macro drivers for healthcare investments in various countries in Asia include demographics, economic growth, healthcare infrastructure, government policies and regulations, technological advancements, disease prevalence, insurance penetration, cultural factors,…

Alternative Investments…

Securities Lending

5 Sep 2023September 19, 2024

Securities lending is a common practice in the financial markets where securities, typically stocks or bonds, are temporarily transferred from one party (the lender) to another (the borrower). At Fundopedia,…

Asset Allocation…

Fixed-Income Strategy: Implications from Recent Events

16 Aug 2023September 19, 2024

In the US, rates markets continue to take center stage with the Treasury curve bear steepening in recent weeks. Yields on the 10-year and 30-year Treasuries reached new year-to-date highs…

Artificial Intelligence…

Generative AI Applications and Solutions: A View from Asset Management

17 Jul 2023September 19, 2024

Generative AI, a branch of AI that involves generating new data, content, or media, has found applications in the asset management industry. At Fundopedia, we started building different generative AI…

Portfolio Management…

ESG Assessment of Cement Companies

11 Jul 2023September 19, 2024

When evaluating cement companies, the weighting of financial performance and ESG factors can vary depending on the specific investment strategy, goals and priorities of the asset manager. There is no…

Energy Transition Funds

19 Jun 2023September 19, 2024

Early-stage energy transition funds are investment vehicles that focus on financing and supporting early-stage projects in the energy transition sector. These funds aim to drive innovation, accelerate the deployment of…

Portfolio Management…

Transition Finance and Transition Bonds

19 Apr 2023September 19, 2024

Transition finance refers to any form of financial support that helps high-carbon companies start to implement long-term changes to become greener. Transition finance bridges the gap between traditional and sustainable…

Alternative Investments…

Digital Assets for Portfolio Allocation

18 Apr 2023September 19, 2024

Digital assets, also known as cryptocurrencies or virtual currencies, have become an increasingly popular investment option for portfolio allocation due to their potential for high returns and diversification benefits. When…

Portfolio Management

Software-Defined Vehicles: The Impacts Across the Automotive Ecosystem

17 Apr 2023September 19, 2024

A software-defined vehicle (SDV) refers to any vehicle that manages its operations, adds functionality and enables new features primarily or entirely through software. In the electric vehicle (EV) market, with…

Alternative Investments…

Investment Portfolios in Pursuit of 1.5-Degree Climate Goal

5 Feb 2023June 27, 2024

Climate issues are among the world’s biggest challenges. Fossil fuel emissions accumulating in the atmosphere and trapping more of the sun's energy are expected to drive global temperatures above 1.5…

Alternative Investments…

Clean Technology Investment Solutions

1 Feb 2023June 27, 2024

Energy consumption is the largest source of greenhouse gas (GHG) emissions globally. This includes fuel combustion for transportation and the generation of heat and electricity. Therefore, carbon capture has become…

Alternative Investments…

Investment in Carbon Capture and Storage

10 Aug 2022August 5, 2024

Although carbon emissions occupy a relatively small space on the spectrum of environmental, social and governance issues, as more and more countries and companies commit to Net Zero, they are…

Asset Allocation…

Positioning Portfolios for An Environment of High Inflation

27 Jul 2022August 5, 2024

Investors should adopt inflation protection as inflation shows few signs of moderating anytime soon and central banks are tightening monetary policy aggressively. Treasury Inflation-Protected Securities (TIPS) can help position portfolios…

Asset Allocation…

What You Need to Know About Inflation

22 Jul 2022August 5, 2024

High inflation and the consequences of attempts to curb it are a top concern for investors nowadays. By hiking rates, policymakers can eventually slow demand to subdue price pressures, even…

Portfolio Management…

Climate-Focused Portfolio Approaches

28 Apr 2022September 18, 2024

Investors gain confidence that an equity or corporate bond portfolio is invested in companies that are helping to address climate risk. To support a transition to a net-zero carbon economy,…

Uncertainty Clouds the Outlook

24 Mar 2022September 18, 2024

An anti-goldilocks economy refers to the global economy where policymakers are confronted with a stagflationary supply shock, which is negative for growth and will tend to push up inflation further.…