Why investors may have an 'uneasy' feeling about markets right now. Are technical dynamics rather than fundamentals driving certain equity pullbacks? The rise of the 'anti-AI' trade and what it means ...

VictoryShares US Large Cap High Div Volatility Wtd ETF offers a rules-based approach that bridges active and passive management. The ETF's investment process may result in betting on both good and bad ...

Semiliquid funds offer investors greater access to private markets than mutual funds and exchange-traded funds, but we assess these funds’ investment processes in much the same way. There are a few ...

Global macro hedge funds employ a top-down investment approach, focusing on macroeconomic factors and political events to make investment decisions. This approach involves analyzing economic ...

[AI applications have been embedded across all areas of the financial services industry, including investment research. The need is clearly there as the investment markets offer a large quantity of ...

New York, London, Copenhagen, January 14, 2025 – Buy-side organizations worldwide require more information on how to integrate AI into the investment processes, reveals the InvestOps Report, ...

For any organization, the Investment Policy Statement ("IPS") is essential for overseeing the management of its investment portfolio and governing the entire investment process. The IPS is vital for ...

In previous discussions, we have highlighted several aspects of governance within family offices, particularly in relation to investment management. At the heart of investment governance is a vital ...

Since 1995, we’ve had three major bull markets, two major bear markets and experienced the near-collapse of the world financial system in 2008. Not surprisingly, many advisors are scratching their ...

As an asset manager, understanding how institutional asset owners and investment consultants evaluate you is crucial to your success. In this article, we break down the key factors they consider ...