Risk Management

February 1, 2023

Clean Technology Investment Solutions

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 a significant part of the transition to achieve net-zero emissions. To achieve such climate goals and targets by 2050, annual capital expenditures across renewables, electrification,… Continue reading

Alternative Investments, ESG, Portfolio Management, Risk Management, Socially Impact Investing

cleantech, Diversification, ESG, Portfolio Management

July 27, 2022

Positioning Portfolios for An Environment of High Inflation

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 for an environment of higher inflation and lower growth. TIPS protect against inflation in two ways. First, the principal value of TIPS is indexed to… Continue reading

Asset Allocation, Fixed Income, High Yield Bonds, Portfolio Management, Real Assets, Risk Management

Asset Allocation, Inflation, Portfolio Management

July 1, 2021

ESG Ratings and Methodology

The interest in ESG investing creates greater demand for ESG data, ratings, rankings, and methodologies (Abhayawansa & Tyagi, 2021). Different ESG ratings, rankings, and methodologies produce significantly different assessments of the ESG performance of companies (Abhayawansa & Tyagi, 2021). A lack of transparency about the data sources, weightings, and methodologies can also make it difficult… Continue reading

Asset Allocation, Portfolio Management, Risk Management, Socially Impact Investing

November 12, 2020

Advances in Investment Portfolio Management: November 12, 2020

Portfolio management refers to the selection of securities and their continuous shifting in the portfolio for optimizing the return and maximizing the wealth of an investor by analyzing the strengths, weaknesses, opportunities, and challenges for performing a wide range of activities related to a portfolio (Joseph & Varghese, 2017). Investing in the stock market effectively… Continue reading

Asset Allocation, Behavioral Finance, Portfolio Management, Risk Management

March 23, 2016

A Stable-Growth Environment: Value is Likely to Perform Better

For many value-oriented investors, the last five years have been a challenging period given an elevated macroeconomic risk and bouts of volatility, backdrop of the low growth and structural change in China. In the current environment characterized by more stable growth, value equities are likely to perform better. As of the February 29, 2016, U.S.… Continue reading

Due Diligence, Global Equity, Portfolio Management, Value Equity

March 15, 2016

Macro Themes and the Implications: Time to Pay Attention to Global High Yield Strategy (I)

Key Macro Themes and the Implications Low inflation: Inflation is low but it does not mean inflation is zero. The slow growth in global economy keeps inflation subdued even as CPI slowly rises. Global policy divergence: Fed continues to normalize slowly as other central banks pursue stimulus policies. Investors should expect yields to rise modestly.… Continue reading

Fixed Income, Global Macro, High Yield Bonds, Portfolio Management, Risk Management

November 25, 2015

Equity Strategies – Updated November 2015

As global economy converges to more stable rather than rapid growth, debt level and growth dynamics keep interest rates relatively low, and inflation remains muted in developed world, investors are faced with broadly fully-valued market. Macroeconomic variables are favorable for equity investing relative to other asset classes, and investors can employ simple approaches to enhance… Continue reading

Alternative Investments, Asset Allocation, Global Equity, Global Macro, Portfolio Management, Risk Management

June 9, 2014

Target-Date Funds: Find a More Secure Path to Retirement

Asset allocation determines the blend of investments in each portfolio; the process seeks to maximize value based on one’s time horizon and tolerance for risk. A target-date fund offers specific asset allocations and investment selections for specific objectives. It automatically resets the asset mix of equities and fixed income assets in its portfolio according to… Continue reading

Asset Allocation, Portfolio Management, Private Wealth, Risk Management

May 17, 2014

Choosing From Beta Strategies: Bettering Your Investments with a Smarter Exposure

Institutional investors have employed alternative weighting and factor-driven strategies for decades. In recent years, a growing variety of alternative beta strategies have come to market, as investment managers are pursuing alternative opportunities in face of the sharp fall in the share of active management relative to passive investing. These beta strategies have become a fairly… Continue reading

Global Equity, Hedge Funds, Managed Futures, Portfolio Management, Risk Management

January 4, 2014

Strategic Asset Allocation for Individual Investors

Strategic asset allocation is pivotal in executing investment plans. In developing strategic asset allocation, investors establish and specify their desired exposures systematic risk. Groups of assets of the same type are theoretically homogeneous in reflecting a certain set of systematic factors, and different groups of assets have different exposures to factors. The process integrates their financial… Continue reading

Asset Allocation, Portfolio Management, Private Wealth, Risk Management

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