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The shift to ‘outcome-focused’ investing

Published by : Legal & General Investment Management

In today’s challenging markets, investors need to work hard to optimise their level of return in line with their risk tolerances. It is little wonder, then, that asset managers have been responding accordingly with more outcome-focused, multi-asset investment solutions.

Published: 24 May 2018

Business Area: Multi Asset

Type: Portable Document Format (.pdf)

When currency hedging makes sense

Published by : Aviva Investors

Given the global nature of the Aviva Investors Multi-asset Fund range, some wonder how we manage our exposure to foreign currencies. The answer is we fully hedge our defensive assets against currency risk but do not hedge our equity assets, which means that exposure to currency risk varies

Published: 26 March 2018

Business Area: Multi Asset

Type: Other

Rating: 2 people found this useful

Science and art: A framework to unlock multi-asset opportunities

Published by : AllianceBernstein

Strategic allocation poses big challenges today - and multiple-asset portfolios can help. But simply combining off-the-shelf strategies can create unwanted risk/return exposures and make it harder to manage drawdowns. To expand opportunities while effectively managing risks, a multi-asset solution

Published: 21 March 2018

Business Area: Multi Asset

Type: Portable Document Format (.pdf)

How flexible is flexible?

Published by : First State Investments

A number of multi‑asset and diversified growth funds have not performed as they said they would. They have proved neither as active, flexible or consistent as they claimed. It is clear from their positioning that when they say they are ‘go anywhere’, they are instead managed to relatively tight

Published: 16 March 2018

Business Area: Multi Asset

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Making flexibility your friend

Published by : First State Investments

Flexibility has become a popular mantra in the world of multi‑asset investment yet it has also proved an elastic concept. Too often, ‘flexible’ can mean ‘within the limits of volatility targeting’ or ‘as long as our fund can remain in a certain IA sector’. The First State Diversified Growth Fund

Published: 16 March 2018

Business Area: Multi Asset

Type: Portable Document Format (.pdf)

Positioning multi asset for changing market environments

Published by : Fidelity International

In this Spotlight eBook focusing on Multi Asset, Fidelity International explore how investors can ensure their portfolios reflect the ongoing evolution of the economic and confusing market cycle we continue to see today.

Published: 15 March 2018

Business Area: Multi Asset

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Today’s interconnected world

Published by : Aviva Investors

The UK has become a far less insular country over the past forty years or so. Indeed, many Britons have come to appreciate chicken tikka masala as much as a traditional roast dinner. We believe that investors should also now adopt a more adventurous approach in terms of their investing habits.

Published: 28 February 2018

Business Area: Multi Asset

Type: Other

Keeping the lid on risk

Published by : Aviva Investors

The financial services industry is fixated with using volatility as a measure of risk to the extent that the terms volatility and risk are used interchangeably. However, at Aviva Investors we believe there are pitfalls to blindly targeting the volatility of returns.

Published: 21 February 2018

Business Area: Risk

Type: Portable Document Format (.pdf)

Video: Normalisation is coming – keep calm and carry on

Published by : Unigestion

Olivier Marciot, Multi Asset Portfolio Manager at Unigestion, provides his team’s macroeconomic views for the coming months. He reveals why they believe the overlooked inflation story is set to make a comeback this year and central bank accommodation will shrink globally.

Published: 19 February 2018

Business Area: Multi Asset

Type: Windows Media Audio/Visual (.wma, .wmv)

Normalisation is coming – keep calm and carry on

Published by : Unigestion

Unigestion’s Multi Asset team provide their macroeconomic views for coming months. They believe the overlooked inflation story is set to make a comeback this year, central bank accommodation will shrink globally and monetary normalisation will accelerate more quickly than expected.

Published: 16 February 2018

Business Area: Multi Asset

Type: Portable Document Format (.pdf)