Investment and Risk Management

How Does Your OCIO Measure Up?

paola_erb — Tue, 08 Jul 2025 18:26:12 +0000

How Does Your OCIO Measure Up? paola_erb Tue, 07/08/2025 - 23:26

How Does Your OCIO Measure Up?

This edition analyzes why current approaches to OCIO performance comparisons are flawed and proposes an alternative approach to OCIO evaluation.

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Taxonomy

Fiduciary Insights

Investment and Risk Management

Attachment

Strategic's How Does Your OCIO Measure Up.pdf

Climbing to the Top: Approaches and Outlook for Active Management in Institutional Portfolios

aimee_ramsperger — Thu, 12 Oct 2023 20:46:22 +0000

Climbing to the Top: Approaches and Outlook for Active Management in Institutional Portfolios aimee_ramsperger Fri, 10/13/2023 - 01:46

Climbing to the Top: Approaches and Outlook for Active Management in Institutional Portfolios

This edition addresses active management and how careful manager selection has the potential to generate meaningful alpha.

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Taxonomy

Investment and Risk Management

Attachment

Strategic's Climbing to the Top_0.pdf

How Many Eggs? How Many Baskets?

paola_erb — Wed, 09 Aug 2023 21:24:00 +0000

How Many Eggs? How Many Baskets? paola_erb Thu, 08/10/2023 - 02:24

How Many Eggs? How Many Baskets?

This edition analyzes the topic of diversification of active risk within a multi-manager portfolio.

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Taxonomy

Fiduciary Insights

Investment and Risk Management

Attachment

Strategic's How Many Eggs How Many Baskets.pdf

Using Portable Alpha to Enhance Return Efficiency

paola_erb — Wed, 27 Apr 2022 20:09:30 +0000

Using Portable Alpha to Enhance Return Efficiency paola_erb Thu, 04/28/2022 - 01:09

Using Portable Alpha to Enhance Return Efficiency

Portable alpha strategies transfer alpha from one asset class to another by combining hedge funds with futures. This edition looks at how this feature enables such strategies to exploit opportunities in all asset classes.

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Taxonomy

Fiduciary Insights

Investment and Risk Management

Attachment

USING PORTABLE ALPHA TO ENHANCE RETURN EFFICIENCY_1.pdf

How Smart is Smart Beta

paola_erb — Thu, 04 Nov 2021 13:33:34 +0000

How Smart is Smart Beta paola_erb Thu, 11/04/2021 - 18:33

How Smart is Smart Beta

In this issue, we examine the virtues and limitations of smart beta strategies, quasi-passive portfolios with a built-in bias, promoted for their potential to add value over ordinary benchmarks by exploiting market inefficiencies

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Taxonomy

Fiduciary Insights

Investment and Risk Management

Attachment

How Smart is Smart Beta.pdf

Socially Responsible Investing with Hedge Funds

admin — Sat, 28 Nov 2020 09:22:10 +0000

Socially Responsible Investing with Hedge Funds admin Sat, 11/28/2020 - 14:22

Socially Responsible Investing with Hedge Funds

Some institutional investors seek to align their investment decisions with their social mission and core values by pursuing what has been labeled 鈥淪ocially Responsible Investing鈥?(SRI).

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Taxonomy

Investment and Risk Management

Attachment

SOCIALLY RESPONSIBLE INVESTING WITH HEDGE FUNDS_0.pdf

Are Hedge Funds an Asset Class?

admin — Sat, 28 Nov 2020 06:24:37 +0000

Are Hedge Funds an Asset Class? admin Sat, 11/28/2020 - 11:24

Are Hedge Funds an Asset Class?

Although hedge funds do not satisfy the traditional criteria for an asset class, fiduciaries may need to segregate them in policy to reflect their special characteristics.

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Taxonomy

Investment and Risk Management

Attachment

ARE-HEDGE-FUNDS-AN-ASSET-CLASS.pdf

Nature and Drivers of Volatility

admin — Fri, 27 Nov 2020 06:09:34 +0000

Nature and Drivers of Volatility admin Fri, 11/27/2020 - 11:09

Nature and Drivers of Volatility

This edition analyzes the main drivers of market volatility and assess the performance of long and short volatility strategies.

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Taxonomy

Investment and Risk Management

Attachment

Strategic's Fiduciary Insights - Nature and Drives of Volatility.pdf

A Framework For Managing Active Risk

admin — Fri, 06 Dec 2019 20:22:40 +0000

A Framework For Managing Active Risk admin Sat, 12/07/2019 - 01:22

A Framework For Managing Active Risk

Accurately identifying and managing active risk exposures is essential to fiduciaries鈥?efforts to add value over policy benchmarks while limiting the impact of unintended shocks to the portfolio returns.

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Taxonomy

Investment and Risk Management

Attachment

A-FRAMEWORK-FOR-MANAGING-ACTIVE-RISK.pdf

Optimizing Your Bond Portfolio Through Risk Factor Modeling

admin — Thu, 28 Nov 2019 06:29:29 +0000

Optimizing Your Bond Portfolio Through Risk Factor Modeling admin Thu, 11/28/2019 - 11:29

Optimizing Your Bond Portfolio Through Risk Factor Modeling

Fixed income investments span a broad range of sensitivities to changes in yields and credit spreads.

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Taxonomy

Investment and Risk Management

Attachment

Optimizing-Your-Bond-Portfolio-Through-Risk-Factor-Modeling.pdf