The transformation of asset managers over the past decade has often focused on headline-grabbing trends like the rise of private and illiquid assets, active ETFs, passive and systematic strategies, and...

Artificial Intelligence (AI) is set to reshape portfolio construction and asset management in the years to come. As investment firms look to adopt AI tools, a critical question emerges: How...

Incorporating alternative assets into multi-asset portfolios presents investment managers with the dual challenge of determining how much to allocate and deciding which alternative investments to choose. In this second paper...

Most investment firms have distinct teams, systems and analytical approaches for conducting manager research and asset allocation. In this paper we consider how manager research and asset allocation can better...