The Road to 2030
A Decade Defined by Data
This piece reflects on what investors, allocators, data buyers and data vendors are focused on to prepare them for the coming decade. We explore why the old and new “consensus” are different, why the best data is increasingly “boring” data, why identifying the right combination of data is more important than the right set of data, how data is redefining how investors channel check entire supply chains, and why privacy, policy, and regulation matter now.
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.