When the Market Moves the Market

Equities Edition

This publication examines the changes - some obvious, others more subtle - to the structure of the equity market over the past 10 years. It explores how much has changed across the who, where, why, what and how – and what some of the implications of these shifts have been.

Construction Zone

Asset Allocation for the Next Decade

This publication explores why a diverse and sophisticated group of allocators are collectively aiming their scalpels at their portfolios and rethinking the most foundational part of their jobs: portfolio construction and strategic asset allocation.

Reinventing Value

An Advanced ESG Primer

After years of interest in the sustainability space, 2018 was an inflection year for exponential ESG asset growth. ESG managed assets in the U.S. are more than $11 trillion, and globally account for 1 in 4 invested dollars. Why? Read Reinventing ‘Value’: An Advanced ESG Primer for insight to the driving forces behind this explosive growth.

20,000 Leagues Under the Sea

20,000 Leagues Under the Sea explores the efforts by cloud providers to leverage the ocean and rethink the logistics of one of the future’s foundational technologies. Real estate availability, cost of cooling and proximity to users are all challenges to the growth of cloud computing.

2019 State of Our Union: Turning Point

With an acceleration of specialists, a considerable shift in the research process, and the first wave of millennials assuming senior decision making roles – the State of Our Union dives into the invisible forces shaping the alternatives industry’s next chapter.

Momentum Economies for the Digital Age: The Case of Israel

Israel has reached a new level of maturity and dynamism, with considerable opportunities for public, private and alternative investors. Just as global manufacturing growth powered numerous economies forward in recent decades, the global supply chain’s increasing reliance on innovation and intellectual property will continue to fuel Israel’s momentum in the years ahead.

Tech-tonic Shifts

A Deep Dive on ‘Technology’ Sector Funds

The very definition of “technology” is shifting, with profound implications for investors and hedge fund managers alike. In this sector deep dive, we survey over 50 leading allocators about their views, motivations and outlook for Tech specialist funds - understanding what “technology” means for these allocators and laying out what may lie ahead.

Next-Generation First Responders

The Evolution of Investor Relations and Marketing

The roles of Investor Relations and Marketing professionals have drastically evolved from sole focus on investment fundraising, communication and reporting – they are now first responders, leading the frontlines of managing fundraising, investor onboarding, maintenance and developing thought leadership.

Quantifying Process

Preparing for the Age of Data Ubiquity

In an era of data ubiquity, the wealth of information can create a poverty of attention – and with it, the need to allocate attention more efficiently. Organizations are feverishly working to exploit the “internet level” shift that’s emerging from the data explosion – squarely turning their focus to the processes that will give them a competitive advantage in the long term. Quantifying Process is at the heart of how to turn the data deluge into a strength.

Checking the Pulse:

A Deep Dive on Healthcare Specialist Funds

Healthcare has become too large a sector for many allocators to ignore – and given the industry’s complexity, potential volatility, and technical nature, many report seeking exposure via active management. Checking the Pulse: A Deep Dive on Healthcare Specialist Funds explores the backdrop for these investments and digs into the broad and diverse levers that can drive conversion of interest into allocation.

The New ODD – Operational & Data Diligence

Considerations for Allocators and Managers

The New ODD explores some of the implications for the due diligence process given the considerable rise in developing data strategies in recent years – and the related regulation and governance issues.

The State of Our Union 2018: Too Much Information, Not Enough Intelligence

We’ve shifted from a landscape of scarcity and first-mover advantage to one of data ubiquity, where the winners emerge on the back of better navigating the data deluge. State of Our Union 2018 argues three forces will shape the next decade of hedge fund success: i) Capital intelligence, ii) Resource intelligence and iii) Organizational intelligence and we investigate the critical importance all three will play in a firm’s success.