Analysis & Research

Is it time for pension plans to do away with absolute return benchmarks in infrastructure?

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For years, institutional investors have used absolute return or cash-plus benchmarks to measure infrastructure performance, but it’s time to put these in the past and ...

Should institutional investors be concerned over surge in U.S. corporate bond supply?

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The increase in U.S. corporate debt issued in the wake of the coronavirus outbreak could be a warning signal to credit investors, according to a ...

Are activist investors strategically leaking plans to institutional investors?

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It appears some institutional investors are aware of activist campaigns before they become public, according to new research. A working paper by three assistant professors of ...

Are hormones impacting investment biases?

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New research suggests that hormones play a role in financial decision-making. Specifically, cortisol, a hormone that marks stress, is positively related to the disposition effect, meaning ...

Rebalancing rules bolster long-term performance in market stress

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While it may seem counter intuitive to add higher-risk securities to a portfolio during times of severe market stress, doing so can be part of ...

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