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Even passive investing is an active decision. Check out this recent article based on our discussions with Institutional Investor on factors that should be considered in the index selection process. https://lnkd.in/eT6p87XM

New commentary reports are now available. The new reports offer a clean and easy-to-follow structure so you can learn about what’s driving performance, how the portfolio managers are positioning the portfolio and where they see opportunities and risks in the asset category. They’re available on the Fund pages and in the Commentary section on our website. Check them out today! #Investing #StockMarket

The 2023-4 period has brought new challenges for institutional investors, affecting both strategy and investment manager selection and, in our latest article, Olivier Cassin explores three key themes associated with the latter: https://okt.to/2zc53O #assetmanagement #managerselection #onyourside

As we look ahead to a year which will likely remain a challenging investing environment, a number of themes are apparent. Here is Katie Hudson's take on three of them and the implications for our small cap portfolios. #investmentoutlook #smallcaps  

Measures of risk are imperfect, but their ease of use makes them ubiquitous in the investment industry. However, this presents a number of pitfalls investors should be aware of – including potentially focusing too much on each fund on a stand-alone basis. Read the latest #PSGAnglesAndPerspectives here: https://bit.ly/3VlmIUY

Does a new year signal new investment themes? Stay informed and wisely invested in the new year with this roundup of the 2023 investing trends continuing into 2024, as well as potential market-altering events to watch out for.

INVESTOR LETTER DECEMBER 2023 | MARKET UPDATE - We are delighted to share with you a copy of the latest AAN Asset Management Quarterly Investor letter as well as a review of the performance of our AAN investment models. We hope you enjoy the read and get value out of this. This issue includes: 🔵Investor letter & update 🔵AAN Core Model 🔵AAN Growth Model 🔵AAN Australian Model 🔵AAN Index Core Model 🔵AAN Index Growth Model 🔵AAN Sustainable Growth Model Simply click the link below to view the Quarterly Investment Update: https://lnkd.in/gEbjQNBg #investmentupdate #portfolios #investing

Fitz Partners' research showed a decline in asset managers’ margins for equity and bond funds in 2023. Check out the Funds Europe article below to learn more about Fitz Partners’ research, Sub-advisory fees and fund margins in Europe.   https://lnkd.in/eW4uhvNW

Investing in asset-backed securities can be challenging. But as the asset class has expanded in recent years, so has the opportunity to access credit exposure to specific pools of capital and invest with environmental and social impact. Find out more in our latest Insight piece. For professional investors only. https://ow.ly/TFME50RY7rY

Despite the eye catching headlines in financial media, Strategic funds tend to outperform flexible funds in terms or risk adjusted returns A great article to help your clients understand the differing approaches to multi asset investing and why Vanguards LifeStrategy funds continue to deliver value even when markets are difficult https://lnkd.in/dExepfZp