Extended-lister
Showing 81 - 90 of 327 entries
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MSCI Blog
Small cap allocations may not be that straightforwardThe low size factor, or the premium that has been historically realized by investing in smaller sized companies over longer time periods, forms an integral component of many institutional portfolios. However, investors can choose different ways to making a low size allocation.
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MSCI Blog
How Pure is your Value?Among the reasons that value firms sell at a discount to their intrinsic worth is that they tend to be more sensitive to shocks in gross domestic product compared with their growth counterparts. That may occur because of leverage, deployments of capital, risk-taking or something else that constrains value firms' abiliity to adapt to macroeconomic stresses.
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MSCI Blog
Integrating ESG into Factor PortfoliosOver the past decade, many long-term institutional investors have incorporated Environmental, Social and Governance (ESG) considerations into their portfolios, by creating segregated ESG mandates or by incorporating ESG criteria across the entire portfolio.
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MSCI Blog
Return of the CyclicalsU.S. equity investors in 2016 experienced a roller coaster ride. The U.K.’s vote to leave the European Union and the U.S. presidential election each resulted in sharp market moves. Together, the two events contributed to a shift in the underlying fabric of equity markets starting in the second half of the year.
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MSCI Blog
A smoother ride? Looking at factor-based asset allocationOn the surface, holding-based asset allocation appears to produce stability. But is what you see always what you get? We investigate the pros and cons of a factor-based approach.
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MSCI Blog
Can Alpha be Captured by Risk Premia?Traditional investment thinking posits that alpha depends on the active decisions of portfolio managers. The search for alpha is daunting, however, because even the best analysis can be upended if the market draws a different conclusion. In addition, geopolitical and macroeconomic events can change the market environment without warning.
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MSCI Blog
The Value Factor Marks A Decade of DisappointmentCall it a lost decade. The value factor recently marked 10 years of decline in the U.S.
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MSCI Blog
What Matters for Investors in the Long RunInvestors who aim to understand what drives returns over the long run might look to the Land of the Midnight Sun.
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Case Study
Innovation delivers product differentiationOne of the largest mutual fund organizations in the world based in the U.S. sought a solution to educate financial advisors about factor exposures. They required a robust infrastructure to power an easy-to-understand front-end advisor tool.
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Case Study
Elevating client communicationsThe Canadian subsidiary of one of the world’s largest multinational investment companies was seeking to elevate their conversations with clients above the usual fact sheets and style box reports. They wanted a tool that was easy to use and could help their sales teams differentiate themselves and their products with their financial advisor clients.