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White Papers

White Papers

In-depth, expert analysis on the changing landscape of investments around the world. Leading asset managers reports uncover trends, highlight changes and consider future strategic impact.

Macquarie - US taxable municipal bonds: Still an opportunity

The municipal asset class continues to represent an opportunity for global investors focused on long-term liabilities. The asset class offers the potential to obtain diversification with good-yielding, high-quality, long-duration assets, and in the case of the EU investors may also receive preferential capital treatment based on current regulation.

Company: Macquarie
Date added: 03-09-2018
Sector: Asset Allocation

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Jacobi - Multi-Asset Class Modeling: Time to box up your traditional asset classes?

It seems like investment managers everywhere are rushing to put a risk factor spin on their investment processes. But what exactly are the advantages of using risk factors rather than asset classes? Is it time to box up your traditional asset classes and put them in the attic so one day you can show future generations how we used to manage money? This paper discusses the importance of having tools and models that give you useful and actionable ways to understand, manage and communicate the risks in your portfolio.

Company: Jacobi
Date added: 20-07-2018
Sector: Asset Allocation

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Jacobi - Step Optimisation and Portfolio Design

Traditional portfolio optimisation processes have several well-known shortcomings. Consequently, investors often significantly constrain the optimisation, resulting in little new information. One solution to overcome these limitations is a Step Optimisation routine. In this paper, we will discuss how visualising changes to asset allocations in incremental steps can be an improvement upon existing approaches.

Company: Jacobi
Date added: 20-07-2018
Sector: Asset Allocation

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Deloitte - How can Fintech facilitate fund distribution?

Fintech is proving to be an asset management industry game changer. This report seeks to describe the impact this recent phenomenon is having on the distribution model of the industry and the strategies to be adopted by incumbent players.

Company: Deloitte
Date added: 14-03-2016
Sector: Asset Allocation

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Vanguard - A framework for institutional portfolio construction

Typically, institutional investors around the world pursue one of four investment goals: absolute return, liability-driven investment, total return or principal protection. Generally, they choose from four different investment approaches: static tilts, traditional active management, market-capitalization exposures and alternative investments. Given the aforementioned potential goals and approaches, this paper considers which are the best for investors building their portfolio

Company: Vanguard
Date added: 14-03-2016
Sector: Asset Allocation

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Principle Financial Group - Asset Allocation: Survival of the Fleetest

The quantitative easing (QE) programs in America, Europe and Japan have driven investors up the risk curve via ultra-low yields. These have not only distorted asset valuations, they have also marginalized the navigation tools that investors have long relied on, such as risk-free rate, fair valuation and equity risk premium. As a result, investors are on a journey into the unknown where value traps are just as likely as value opportunities.

Company: Principle Financial Group
Date added: 01-09-2015
Sector: Asset Allocation

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Carnegie - Man VS. Machine

Having a short-term investment horizon is an inherent human

bias and will likely be increased by a constant flow of news and

data. Machines in fund management may also to an increasing

extent be designed to focus on and identify the short-term opportunities.

Company: Carnegie
Date added: 01-04-2015
Sector: Asset Allocation

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