“Institutions are struggling with different investment policies that don’t meet their needs,” said Lori Heinel, chief portfolio strategist at State Street Global Advisors. Increasing adoption to approaches including objective- and factor-based models such as smart beta strategies may offer better risk weighted returns, SSGA says.
State Street sees institutions warming to factor-based models in low return environment
May 9, 2016 by
JP Morgan AM takes minority stake in ETF provider Global X
May 2, 2016 by
"Investing in Global X augments our ETF strategy by expanding and deepening our participation in this fast-growing industry," said Jed Laskowitz, co-head of global investment management solutions for JP Morgan Asset Management.
Itaú loses Latam bond specialist
May 2, 2016 by
Alejandro Schuma was responsible for Latin American corporate credit and local markets and ran the Itaú Latam Corporate Bond fund.
BlackRock: Institutional investors increasingly embrace factor investing
April 15, 2016 by
Factor investing holds that the risks and returns of all investments, no matter how nominally diverse, can be mapped to a set of common factors. BlackRock's Mark McCombe says investors increasingly believe that factor strategies can drive enhanced performance.
Compass Group to distribute AQR Capital funds in the region
April 8, 2016 by
AQR planted stakes in Chile in the second half of 2015, when it successfully registered two funds with the Risk Rating Commission.
Miami office of Morgan Stanley hooks trio from UBS
April 8, 2016 by
A Coral Gables-based UBS team that oversaw about USD 1 billion in client assets left to join Morgan Stanley in Miami, according to market sources.
Panama’s checkered past revived in face of document leak
April 8, 2016 by
The leak of 11 million documents from the Panamanian law firm Mossack Fonseca, spanning over 40 years, has unfortunately and perhaps unjustifiably put Panama back in the spotlight as a haven for money laundering and tax avoidance.
State Street buys GE Asset Management to push into alternatives
March 30, 2016 by
The USD 485 million deal “will bring new alternatives capabilities in direct private equity and real estate,” said Ron O’Hanley, who heads State Street’s asset management unit.
Mobius steps aside as head of Templeton Emerging Markets Group
March 30, 2016 by
Mark Mobius is to hand over the day-to-day management of Templeton Emerging Markets Group, as the company’s US-based parent, Franklin Templeton, brings under one umbrella its emerging markets divisions.
Report: Wealthy Latin Americans could use a lot more help on the advice side
March 30, 2016 by
Advisors could do much more to help wealthy Latin Americans understand more about cross-border funds and foreign exchange risk, according to a Morgan Stanley study. The report sees an opportunity for entrepreneurial advisors willing to service this market.
