Client Advisory Seminars

Current Focus Areas

ESG: The Imperative of a Systematic Approach

ESG is one of the most compelling themes in contemporary investing, but a lack of common definitions and an increasingly cluttered product landscape cloud the discussion. In this talk, we explore why a systematic approach is not only advantageous but essential given the nature of ESG data, forecasting, and portfolio formation. We highlight hidden risks of simple implementations, and we present a case-study demonstrating the benefits of a well-conceived, systematic approach.

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What to do about Fixed Income? Fresh Perspective

Investors face vexing questions about their fixed income allocations. Prospects for sovereign bonds look bleak, and the reliable equity risk offset that investors have come to rely on may degrade. Here we reconsider what asset owners should do about fixed income allocations given current market context. We examine why many alternatives have met with disappointment and discuss a better-conceived approach to filling the roles that investors have sought from bonds.

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Volatility Investing: Characteristics of a Well-Conceived Approach

The COVID crisis has provided painful reminders of mistakes that managers have repeatedly made in volatility investing. Yet dismissing the viability of volatility investing would be premature; well-conceived approaches provide meaningful opportunities to source returns premia and protection. Seth Weingram discusses manager mistakes in vol investing, the complexity of the options market, and better-conceived approaches.

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Re-examining Diversification: 20/20 Perspective

Diversification has faced both dissatisfaction among asset owners whose allocations to a range of alternatives didn’t translate into better performance, and the failure of “uncorrelated returns streams” to deliver protection. We examine why many popular diversifying approaches improve portfolio optics more than economics and outline a holistic approach designed to make use of expansive information and opportunity sets in order to produce more durable diversification.

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Other Topics

Presented by the Client Advisory team:

Seth Weingram, Ph.D.

Senior Vice President, Director, Client Advisory

Seth heads Acadian’s Client Advisory function, which is closely aligned with both the Investment and the Global Client teams. Prior to joining Acadian in 2014, Seth was a managing director in Equity Derivatives Trading at UBS. Seth holds a Ph.D. in economics from Stanford University and a B.A. in economics from the University of Chicago.

Ram Thirukkonda, CFA

Senior Investment Strategist, Client Advisory

Ram joined Acadian in 2018 and is a senior investment strategist on the Client Advisory team. Prior to joining Acadian, Ram was a quantitative research analyst on the Asset Allocation team at GMO LLC. Ram holds an M.S. in financial engineering from MIT; an M.S. in transportation engineering/operations research from MIT; and a B.Tech. in civil engineering from Indian Institute of Technology, India. He is a CFA charterholder and a member of CFA Society Boston.

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