
Client Advisory Seminars
Thematic Research
Re-examining Diversification:
20/20 Perspective

In 2020, diversification has faced two challenges: growing dissatisfaction among asset owners whose allocations to a range of alternatives haven’t translated into better performance; and the failure of many strategies that were marketed under the premise of providing “uncorrelated returns streams” to deliver protection. We examine key reasons why many popular diversifying approaches improve portfolio optics more so than economics and outline a holistic approach to multi-asset portfolio formation designed to make use of expansive information and opportunity sets in order to produce more durable diversification.
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Value Revisited

Protracted poor performance of certain value formulations has provoked intense but muddled discussion about the viability of value investing. We apply a systematic lens to clarify the fundamental and behavioral drivers of value’s performance and to offer coherent perspective on the outlook. We consider nuance that is often glossed over in prevalent narratives, including the multifaceted and evolving nature of value concepts and investing approaches.
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Impact of AI/ML on Quant

Are alternative data and machine learning the future of investment management? Will they fundamentally transform the quantitative investment process, providing revolutionary insights that allow managers to tackle previously unanswerable questions?
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Our Client Advisory team continually engages with our audience on the issues and challenges that frame the current industry landscape. From seminars to thematic research to custom content, we strive to share our latest thinking on a wide range of topics. We hope you’ll engage with us on these and other areas.Presented by the Client Advisory team:

Seth Weingram, Ph.D.
Senior Vice President, Director, Client Advisory
