White papers

ETFs: Dynamic Tools for Institutional Portfolios

BlackRock | May 15, 2017

In a recently released study, results show European institutions have adopted ETFs for a diverse range of portfolio applications. Results reveal institutional investors view ETFs as effective use for managing liquidity, inflation and concentration risk.

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Northern Trust | Mar 31, 2017

Strategies to balance security, liquidity, efficiency, yield and cost in a challenging market environment.

Funds Europe | Mar 17, 2017

Technology and changing consumer tastes are revolutionising the way funds are bought and sold. A survey by Funds Europe and Clearstream gauged the sentiments of the asset management industry.

Confluence | Feb 20, 2017

This white paper explores the impact of RegTech on long-sought after automation in the asset management back office.

BNY Mellon | Jan 20, 2017

In this report, BNY Mellon looks at the challenges and opportunities for investors and managers, focusing in particular on the operational requirements that underpin successful business models.

BNY Mellon | Dec 7, 2016

This white paper explores a range of innovative solutions that can help financial institutions and institutional investors meet today’s collateral challenges.

Pioneer Investments | Dec 2, 2016

How our multi-asset investment process seeks effective diversification by diversifying risk across several low correlated strategies.

Confluence | Nov 10, 2016

This white paper explores how RegTech and the Cloud can support a compliance team to create a more efficient way of working.

Eaton Vance | Oct 26, 2016

■ Yield curve changes are being driven by unconventional policies and technical factors, which make the moves harder to interpret.
■ Curve flattening in 2016 has resulted from changes to money market rules at the short end and central bank purchases at the long end.
■ Banks, municipalities and other borrowers are beginning to feel the pinch from rising Libor rates.
■ Fundamentals remain the most important consideration for bond investors and the most valuable guide for pursuing medium- to longer-term goals.

Eaton Vance | Sep 15, 2016

Leveraged credit markets continue to offer pockets of opportunity for selective investors at this juncture. On a longer term view, these markets retain a strategic appeal for asset allocators. Read more in this white paper.

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