Extended-lister
Showing 61 - 70 of 201 entries
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MSCI Blog
Bringing Value to the 21st CenturyIn the second post in our series, we further probe value’s underperformance over the past decade and ask if the historic definition of value remains relevant. We specifically look at whether a company’s valuation can be enhanced by reflecting R&D investments.
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MSCI Blog
Modern Slavery: The Unseen RisksModern slavery occurs all over the world and can impact virtually all industries. Meanwhile, regulations requiring more detailed reporting on potential supply-chain exposure is increasing. How can investors identify portfolio holdings most at risk?
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MSCI Blog
Some ESG Funds Are Not Like the OthersESG funds’ holdings can vary significantly, depending on their objectives, methodologies and geographic exposures. We examined the 20 largest equity funds in our coverage universe.
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MSCI Blog
Innovation Remix: Adding Thematics to Equity ProgramsHow can investors incorporate transformative, but volatile thematic investments while seeking to control for valuation and total and active risk? We examine three approaches that improved a portfolio’s “innovation profile” with modest changes to risk.
Factor Indexes MSCI Thematic Indexes
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MSCI Blog
Including Microcaps in Benchmark Indexes: Japan vs. USSelecting an equity benchmark may mean balancing market coverage and investability. For example, exhaustive coverage may include microcap stocks, with lower liquidity and investment capacity. But excluding them may reduce low-size-premium exposure.
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MSCI Blog
Reopening Economies and the Resurgence in ValueAfter 15 years of challenging performance, many have asked if value is still a valid investment strategy. But the reopening of the global economy following vaccination rollouts has reignited interest across stocks, sectors, countries and regions.
All Country Indexes MSCI Sector Indexes
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MSCI Blog
Value-Performance AnxietyDespite a recent performance lift, many still ask whether the value factor is broken. We analyze the reasons behind its underperformance and start exploring the potential of updates to value definitions and approaches to value-portfolio construction.
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MSCI Blog
Considerations for Dedicated China Equity AllocationsChina provides global equity investors a unique set of opportunities and challenges as they evaluate a potential dedicated investment program and how to approach asset allocation from policy configuration to portfolio implementation.
Emerging Markets Indexes All Country Indexes
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MSCI Blog
中国专业股票配置的要点鉴于中国进一步开放金融市场,一些投资者指定了一个专门计划来负责处理与中国相关的一系列投资机会。
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MSCI Blog
Managing the Risks of LIBOR ReplacementInvestors now have clarity on the process of transitioning away from LIBOR and falling back on replacement benchmark rates. We used stress tests to show that fallback modeling may be necessary to measure and manage the risks of LIBOR instruments.