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A holistic approach to avoiding the hidden risks of factor investing

Published by : Allianz Global Investors GmbH

For many, factor-based smart beta investing strategies have emerged as an attractive solution, however factor-based portfolios also contain hidden risks that may cause results to fall short of investors’ needs and expectations.

Published: 14 June 2017

Business Area: Portfolio Management

Type: Portable Document Format (.pdf)

The ‘information advantage’ that is helping to drive Allianz Global Insight fund’s outperformance

Published by : Allianz Global Investors GmbH

Steven Berexa, global CIO equities at Allianz Global Investors and lead manager on the Allianz Global Equity Insights fund, explains how numerous 'layers' of research and original analysis is used to identify key mispriced stocks for inclusion in his portfolio and deliver long-term outperformance.

Published: 13 June 2017

Business Area: Portfolio Management

Type: Portable Document Format (.pdf)

Ben Whitmore: Striving for Improvement

Published by : Jupiter

Ben Whitmore explains why he believes identifying an edge, organising the investment process around that edge, finding antidotes to behavioural biases and putting the profession of investing ahead of the business side are key elements to long-term survival and success in the field.

Published: 05 June 2017

Business Area: Portfolio Management

Type: Other

Rating: 1 people found this useful

Why should I invest in the MyFolio Market Funds?

Published by : Standard Life Investments

MyFolio Market Funds is designed to make investing quick and easy. You simply decide how much risk you are comfortable taking to select the appropriate fund. We then do the rest to manage it in line with your chosen level of risk.

Published: 28 April 2017

Business Area: Portfolio Management

Type: Portable Document Format (.pdf)

MyFolio: an illustration of risk and reward

Published by : Standard Life Investments

MyFolio is a flexible, all-encompassing solution that provides you with an investment based on your attitude to risk and preferred style. To achieve this, we have carefully constructed a family of 25 portfolios.

Published: 28 April 2017

Business Area: Portfolio Management

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Preparing your portfolio for the Fiscal Push

Published by : Lyxor

Trump’s New Year revolution could finally stir the global economy from its post-crisis lethargy of low growth, low inflation and low rates. This will have an effect on your portfolio, and it's best to be prepared.

Published: 28 March 2017

Business Area: Portfolio Management

Type: Portable Document Format (.pdf)

Managing the MyFolio funds

Published by : Standard Life Investments

This two minute video takes a look at how fund manager Bambos Hambi's Myfolio team uses a four step process to ensure a robust, repeatable investment process

Published: 07 March 2017

Business Area: Portfolio Management

Type: Audio/Video (.mp3, mp4, mpg)

Fund guide: MyFolio fund range

Published by : Standard Life Investments

Demand for cost-effective, risk-targeted solutions has grown substantially. Anticipating this change, Standard Life Investments launched the MyFolio fund range in 2010, giving advisers an extensive fund choice to help achieve their clients’ investment goals.

Published: 07 March 2017

Business Area: Portfolio Management

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

MyFolio due diligence report

Published by : Standard Life Investments

This report includes a quarterly update on the Strategic and Tactical Asset allocation, underlying fund changes, a market review and outlook, and details of manager meetings. It covers all 25 of the MyFolio risk-based fund-of-funds.

Published: 07 March 2017

Business Area: Portfolio Management

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Attractions of an unrestricted approach - Strategic Bond Funds

Published by : Aberdeen Asset Management

Strategic bonds funds have quickly become an important feature of many portfolios. Not all strategic bond funds are quite as 'strategic' as their title may suggest. Watch the video.

Published: 20 October 2015

Business Area: Portfolio Management

Type: Portable Document Format (.pdf)