Buy side Archive

Jun 21, 2019
Focusing on data analysis and engagement at AllianceBernstein
Can you outline some of the key aspects of AllianceBernstein’s ESG philosophy? We think about ESG as simply good research. As analysts, we are looking at companies – but you need to look at all factors that are important to a company in a particular industry. As a signatory to the UN [Principles for Responsible Investment], we agree to integrate ESG factors into the investment process. When you think about it, shouldn’t analysts be consi...
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Jun 21, 2019
The race to the bottom in asset management
The investment industry seems to be breaking every rule in the book. For years the industry has been accused of over-charging for under-delivery. Fat fees and opaque commissions meant that asset management has long been a highly profitable endeavor, a lucrative and elite career option. Now, something is going on that may end this status. The tide is turning – violently – away from fat profits and towards the skinniest of margins. Zero or near-zero cost mutual fu...
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Jun 19, 2019
Launching an impact-investment effort
What is the history of Spouting Rock and who are its clients? Spouting Rock began as a single family office. It was founded by our current president, Blakely Page. He had been doing investments for his own family – he has a long career on Wall Street – and then the firm established a merchant bank and broker-dealer side. In 2017 it started an asset management division. We have a handful of investment products; they’re not necessarily go...
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Jun 18, 2019
Seeing worldwide investment opportunities
C WorldWide Asset Management (previously Carnegie Asset Management) was created in 1986 as part of the Carnegie Group. The company was spun out of Carnegie Investment Bank in 2009 and the name changed in 2017. C WorldWide is 80 percent-owned by private equity fund Altor Fund III and 20 percent-owned by employees. Today, C Worldwide manages around $20 bn in global equities for institutional clients in the Nordic region, the UK, Canada and Australia. Its main portfoli...
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May 31, 2019
Investors upbeat on dealing with next market crisis, reveals report
Despite the possible negative ramifications of the US-China trade talks and other threatened tariff walls, institutional investors are bullish when it comes to dealing with the next serious case of market volatility, reveals a study by Santa Monica-based investment consultancy Wilshire Associates. A whopping 95 percent of institutional investors surveyed report being at least ‘somewhat confident’ in their organization’s ability to successfully navigate market ...
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May 30, 2019
Canadian investors opt for alternatives, reveals study
An increase in allocations to alternative investment strategies – including real estate, private equity, infrastructure, private debt and hedge funds – is being seen among Canadian institutional investors, according to a new study by Toronto-based asset servicing firm CIBC Mellon. The report – The Race for Assets: Canada vs the World – finds that among different alternative sub-asset classes, real estate (42 percent) is most favored among Canadian investors,...
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May 28, 2019
Cannabis stocks luring retail investors away from other sectors
A significant percentage of retail investors are pulling their money from existing investments to buy cannabis stocks, according to new research from KCSA Strategic Communications. Exactly half of the 250 retail investors surveyed by KCSA say they have taken money out of other companies to invest in cannabis companies. Nine out of 10 investors in cannabis say that they have made money doing so. Equity research on the pharmaceutical and recreational cannabis i...
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May 21, 2019
Investors ‘well hedged’, reveals BofAML survey
Given the dominance of geopolitical events – particularly the US-China trade talks – it is not surprising that the May Bank of America Merrill Lynch (BofAML) fund manager survey indicates investors are ‘well hedged’ but, interestingly, not positioned for a breakdown in trade talks. More than one third of investors surveyed have taken out protection against a sharp fall in equity markets over the next three months, the highest level in the survey’s history....
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May 15, 2019
Investors turning to emerging markets
Institutional investors are turning to emerging markets in search of returns, according to a report by State Street Global Advisors (SSGA). Eighty-four percent of respondents say their funds would benefit from higher exposure to the asset class, which is seen as relatively cheap compared with stock markets in the US and other developed markets. The report indicates that many are already moving in this direction, with 75 percent planning to increase their allo...
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May 07, 2019
Norway SWF boasts ‘strongest quarter ever’
The world’s largest sovereign wealth fund (SWF), Norway’s Government Pension Fund Global, which is run by Norges Bank Investment Management (NBIM), says Q1 2019 was its strongest quarter ever, with global stock markets recovering and the fund seeing a return of 9.1 percent – or around NOK738 bn ($84.4 bn). While the highest returns came from NBIM’s investments in technology companies (17.6 percent), equities also performed well for the Norwegian fund, with i...
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