Scaling Thematic Equity Into a Multi|Asset Portfolio

Scaling Thematic Equity Into a Multi-Asset Portfolio - Global X ETFs

... into scaling thematic equity into multi asset portfolios. The analysis and findings are also outlined in our blog, Conversational Alpha®: Scaling Equity ...

Adding thematic equity to multi-asset portfolios

Examples of equity themes include fintech, the future of education, energy efficiency, and automation. By investing in companies within these themes, investors ...

GLOBAL X MODEL PORTFOLIOS

SCALING EQUITY THEMATIC INTO A MULTI-ASSET PORTFOLIO. IMPLEMENT THEMATIC EQUITY IN A RISK-AWARE MANNER. Thematic equity is best suited for investors with a ...

Adding thematic equity investments to a multi-asset portfolio

We believe thematic investing can add a powerful return engine to portfolios, but we also recognize that it poses unique challenges for allocators used to ...

Thematic Stocks: Carving Out a Portfolio Space for Secular Winners

All of this helps explain why Pictet Asset Management argues that allocating capital to thematic equities, characterized by their research- ...

New multi-thematic strategy provides a one-stop shop to a world of ...

Thematic portfolios, especially pure-plays, are good sources of concentrated growth, but their narrow focus also means more concentrated risks.

Thematic Investing: Tomorrow's themes, today - BlackRock

A hypothetical US thematic portfolio using a systematic approach demonstrates an average excess return correlation of -0.06 to the largest strategies in the ...

Global Multi-thematic | Robeco Global

The strategy applies a systematic yet dynamic investment process to discover, allocate and calibrate exposure to the most promising underlying themes and ...

A Roadmap to Personalizing Model Portfolios: Scaling with Purpose

In addition to the traditional equity-bond mix for model portfolios, wealth managers can turn to factor, thematic or sustainability investments ...

Thematic investing set to transform asset management? - AXA IM Core

In all, since. 2017 thematic portfolios represent almost 40% of all equity fund net sales. Asset managers have always tried to identify trends. But thematic.

The future of portfolio construction: Building effective multi-asset ...

Equity exposure is the strategic cornerstone, and the largest risk exposure, within most multi‑asset portfolios. Unfortunately, we believe many investors are ...

Multi-Asset Strategies - BlackRock

It incorporates downside risk management to help protect returns during periods of extreme risk aversion. Index Asset Allocation. BlackRock's Index Asset ...

Optimal multi-horizon portfolios with forward-looking expectations ...

The perceived advantages of such long investment horizon include sovereign wealth funds' ability to engage in contrarian or countercyclical investing, invest in ...

Capturing Structural Change: A Guide to Thematic Investing

Instead, a thematic approach to investment places these waves of structural change at the heart of an equity portfolio. As we will show,.

Multi-Asset Class Factor Models - MSCI

It is difficult to target and optimize global and systematic themes such as global credit, EM equity or EU sovereign spread in the construction of a portfolio.

Global impact multi-asset: Constructing a one-stop portfolio solution

1. Investing in underlying impact strategic components · 2. Expanding the impact opportunity set · 3. Diversifying equity risk with high‑quality environmental, ...

From indexes to insights: The rise of thematic investing - McKinsey

First, it allows investors to generate alpha at scale by focusing on investment opportunities in hot spots where a significant amount of capital can be deployed ...

Thematic Exposure Standard - MSCI

It enables investors to better understand their portfolio's economic linkage to long term structural trends, and to create products, strategies, and portfolios ...

How to Build a Thematic Equity Portfolio | AB - AllianceBernstein

From stock picking to benchmark selection, the construction of an active thematic equity portfolio will play a crucial role in its ability ...

The Red Thread | The non-linearity of diversification | UBS Colombia

Diversification is the beating heart of any multi-asset portfolio. Assets that have low or negative correlation move in different directions and ...