Analysis & Research

Do analysts say ‘buy’ to the public while whispering ‘sell’?


When sell-side stock analysts tell the public to buy, they may in fact be whispering sell to their institutional investor clients, according to a new ...

Why zero-fee funds may not be the best option for investors


In a world where zero-fee funds are rising, how are fund managers making money? And while zero fees sound beneficial for investors, is it ...

Do foreign institutional investors deter insider trading?


In countries with weak law enforcement, what other market forces can help curb insider trading? A new working paper found the presence of foreign institutional investors ...

How do institutional investors handle risk in a shifting global paradigm?


While institutional investors generally take for granted the overall global system in which they operate, these days they simply don’t have that luxury, said Jonathan Hausman, ...

Interest rising in active/passive hybrid strategies for TDFs


Fee compression is putting pressure on those seeking to launch new target-date funds to be more innovative, prompting managers to consider more customization techniques, according to research ...

Contex Group Inc.