Publications 2015

 

December 2015 The Frontier Line, “The Global Shift Disrupting Investment”

Frontier Director of Consulting Fiona Trafford-Walker discusses some of the factors affecting investing for superannuation funds. Read the entire publication.

 

December 2015 LCP Vista, “Our Investment View”

Some description The latest issue of LCP Vista examines the slowdown in China and its effects on markets and pension funding. Also covered in this issue are “swaptions,” absolute return funds, and opportunities in distressed debt. Read the entire publication.

 

December 2015 Investment Insight, “Higher Interest Rates and the Implications for Bond Investors”

Some description With the imminent tightening of monetary policy, investors have expressed concern about whether bonds should continue to have a role in their portfolio, given the unattractive outlook for returns. This paper sheds light on whether the concern has merit.  Read the entire publication.

 

November 2015 White Paper, “Sustainability and Your Pension Scheme”

Some description Factoring sustainability into investment decisions makes sound financial sense. Not only that, but doing so is part of pension trustees' fiduciary duties, according to this paper based on a discussion from LCP's Global Pensions Forum 2015. Read the entire publication.

 

November 2015 The Frontier Line, “Opportunistic Investing in U.S. Energy”

Some description Investment opportunities in the U.S. stemming from the fall in oil prices — one of the largest asset-price moves in recent memory — is the topic of this issue Read the entire publication.

 

November 2015 Research Trip Notes on Pan-European Property Investing

The Frontier Advisors Real Assets Research Team examines pan-European property fund managers in this issue. Read the entire publication.

 

Third Quarter 2015 Investment Outlook Update: “Down, Set, Hut One, Don't Hike”

Some description This update to Segal Rogerscasey's 2015 Investment Outlook summarizes the firm's outlook for the global economy and investment markets based on observations and data after the third quarter of 2015. Read the entire publication.

 

October 2015 Research Trip Notes, “Investing in the Emerging Consumers”

In this issue, the Frontier Advisors Equities Research Team presents its observations from numerous meetings with emerging-market and global-equity managers during its recent travels to Singapore, Edinburgh, London and Paris. Read the entire publication.

 

October 2015 Investment Brief, “Investment Jargon: Just What Does That Mean?”

Some description We are all guilty at times of using words that confuse meaning, but lately the investment industry has reached a new high (or is that low?) in the magnitude and frequency of this art. This Investment Brief explains some of the most common investment jargon. Read the entire publication.

 

October 2015 Research Trip Notes, “Slowing China and an Inactive Fed: View from the U.S.”

The Frontier Advisors Debt, Alternatives and Innovation Team met with fund managers in the multi-sector debt, bank loans, private equity, currency and insurance linked securities sectors in a range of U.S. markets, to learn more about how they have been effected by the slowdown in China and the Fed’s monetary-policy moves. Read the entire publication.

 

September 2015 White Paper, “Alternatives & Innovations Quarterly”

This white paper presents Frontier Advisors' latest thinking on the catastrophe bond market and opportunistic investing in the exploration and production sector of the U.S. oil industry. Read the entire publication.

 

September 2015 The Frontier Line, “The Hidden Factor Exposure”

This issue of The Frontier Line discusses capturing the risk impact of regular portfolio rebalancing, particularly in prolonged periods of equity-market stress. Read the entire publication.

 

September 2015 Investment Insight, “What is the Probability of a Stock Market Crash?”

This issue of Investment Insight explains why it can be more fruitful to assess the probability of a market crash than to simply ask whether one will occur. Read the entire publication.

 

September 2015 GIRA Global Governance Survey

The results from the first GIRA Global Governance Survey — completed by the alliance’s three partner firms — highlight similarities and differences in investment governance between Australia, the U.K. and North America. Read the entire publication.

 

September 2015 Guest Blog, “An Overview of the Market for Investors”

After a tumultuous August, the question is whether the market shocks and adjustments are largely over. The view of Odey Asset Management’s Crispin Odey: We are nearer the beginning than the end. Read the entire publication.

 

September 2015 White Paper, “Government Bonds Versus Cash”

This analysis includes a look at when bonds are more likely to outperform or underperform cash. Read the entire publication.

 

August 2015 White Paper, “Market turbulence and its implications”

Frontier Advisors examines how fears of a “hard landing” for China’s economic growth have driven the latest bout of extreme market turbulence. Read the entire publication.

 

August 2015 Investment Brief, “Examining Cash-Balance Plans’ Investment Risk”

This issue of Investment Brief discusses the risk and return tradeoffs of cash-balance plans and some innovative approaches to hedging pension liability. Read the entire publication.

 

LCP 2015 “Accounting for Pensions” Report

The UK’s largest employers have continued to reduce their defined benefit contributions, according to LCP’s latest annual review of FTSE 100 company pension disclosures. Read the entire publication.

 

August 2015 White Paper, “Changes to China’s Renminbi Exchange Rate”

Weakness in the Renminbi is a global disinflationary shock and will serve to tighten monetary conditions, especially for economies like the U.S. and Australia, writes Frontier Advisors. Read the entire publication.

 

LCP 2015 FTSE 100 Executive Pensions Survey

What does the future hold for executive pensions in the UK? LCP addresses this and other concerns in its latest annual report on FTSE 100 executives’ pensions. Read the entire publication.

 

Second Quarter 2015 Investment Outlook Update: “Greeks Seeking Gifts and a Bear in the China Shop”

This update to Segal Rogerscasey’s 2015 Investment Outlook summarizes the firm’s outlook for the world’s economies and investment markets based on observations and data after the second quarter of 2015. Read the entire publication.

 

July 2015 Corporate Pensions Focus, “Investment considerations of the potential Greece exit from the Eurozone”

How the continued uncertainty in Greece could affect pension scheme investment strategies and how the risks can be mitigated are the topics of this edition of LCP’s Corporate Pensions Focus. Read the entire publication.

 

July 2015 Research Trip Notes, “Creating value from asset management”

The Frontier Advisors Real Assets Team traveled to London, Paris, New York, San Francisco and Sacramento to review global best practices in infrastructure asset management. A key takeaway from discussions with investors and investment professionals was: financial strategy and analysis is only half the requirement — relevant experience, credibility and social skills complete the profile of an ideal infrastructure asset manager. Read the entire publication.

 

LCP Ireland 2015 Investment Fees Survey

In its second survey of investment manager fees for Irish pension funds, LCP Ireland looks back at how costs have evolved since the first survey in 2012. The 2015 survey provides a comprehensive analysis of the fees charged by 27 managers across 20 asset classes used by Irish pension schemes. Read the entire publication.

 

July 2015 Investment Brief, “‘Grexit’ to Eden?”

Segal Rogerscasey discusses the implications of a Greek exit from the eurozone. Read the entire publication.

 

June 2015 LCP Vista, “Our Investment View”

The global economy’s slow recovery and asset-return protection strategies are among the topics covered in this issue of LCP Vista, a periodic selection of articles by LCP experts. This latest issue also covers price trends and investment opportunities in various annuities markets, the pace of innovation in the defined-contribution marketplace, and how traditional consulting compares with fiduciary solutions. Read the entire publication.

 

June 2015 White Paper, “Alternatives & Innovation Quarterly”

This white paper presents Frontier Advisors’ latest thinking on three timely topics: alternative beta, the drop in oil prices, and bond market volatility and declining liquidity. Read the entire publication.

 

June 2015 Investment Focus, “Genius Beta: Why Settle for Just ‘Smart’ Beta?”

This publication reviews “smart beta” strategies in detail, examining their academic origins, their recent popularity, the common forms today, and their pros and cons for investors. Read the entire publication.

 

June 2015 Research Trip Notes, “Mind the gap”

The Frontier Advisors Debt, Alternatives and Innovation Team travelled to Europe to meet with global managers. Topics of discussion included liquidity, regulations, market volatility, central bank activity and risk models. Read the entire publication.

 

June 2015 Research Trip Notes, “Under the global umbrella”

Frontier Advisors’ Real Assets Team met with high-quality commercial property managers in the U.S. to inspect assets and discuss key themes in real estate investment. Read the entire publication.

 

May 2015 LCP International Update, “Current pension developments across the world”

Retirement systems around the world are going through major changes in 2015. LCP’s international update is designed to keep decision makers briefed and provide guidance on the latest pension developments in more than 25 countries in six continents. Read the entire publication.

 

May 2015 The Frontier Line, “Equity factor investing”

Though practiced for many years, the concept of factor investing has recently drawn renewed interest from institutional investors focused on driving down fees without compromising excess return potential. Read the entire publication.

 

First Quarter 2015 Investment Outlook Update: “I’m a Fed Watcher, I’m a Fed Watcher…”

This update to Segal Rogerscasey’s 2015 Investment Outlook summarizes the firm’s outlook for the world’s economies and investment markets based on observations and data after the first quarter (Q1) of 2015. Read the entire publication.

 

May 2015 The Frontier Line, “Risk management practices”

This issue of The Frontier Line discusses the lessons institutional investors can learn from the risk management practices of banks and fund managers. Read the entire publication.

 

April 2015 Research Trip Notes, “Observations on equities (North America)”

Frontier Advisors traveled to Canada and the U.S., meeting with about 40 fund managers to discuss a variety of themes in global equity. One subject that routinely came up: performance and sales-oriented cultures. Read the entire publication.

 

April 2015 The Frontier Line, “Strategic partnerships”

This issue of The Frontier Line examines a growing trend of Australian institutional investors launching (or at least discussing) strategic partnerships with their fund managers. Read the entire publication.

 

LCP Investment Management Fees Survey 2015

LCP’s fifth survey on investment management fees finds that asset managers are earning more fees than ever before. The report also highlights areas where LCP believes greater transparency is needed, as managers face increasing pressure to disclose the cost of investing. Read the entire publication.

 

March 2015 The Frontier Line, “GLI Benchmarks”

With UBS set to retire a closely-watched suite of infrastructure indices May 29, many investors are preparing to transition to a new benchmark. This issue considers the implications of this change and evaluates key alternative global listed infrastructure benchmarks. Read the entire publication.

 

March 2015 Investment Focus, “Crude Oil’s Low Price — Q&A on the Causes, Consequences and Implications for Investors”

This issue of Investment Focus presents Segal Rogerscasey’s most detailed published analysis yet of the steep decline in the price of crude oil, examining its possible causes, its impact on the U.S. shale industry and its implications for investors. Read the entire publication.

 

March 2015 White Paper, “Alternatives & Innovation Quarterly”

This white paper presents Frontier Advisors’ latest thinking on three timely topics: absolute return strategies; tail-risk hedging and long volatility hedge fund strategies; and the recent removal of the Swiss franc’s peg to the euro. Read the entire publication.

 

2014 Outlook: A Scorecard

With 2014 returns in the books for most asset classes, Segal Rogerscasey has prepared a brief analysis, or “scorecard,” to assess how the predictions the firm made in its 2014 Investment Outlook compare to actual investment experience. Read the entire publication.

 

Investment Outlook, “2015 Outlook: Cheap Oil to Keep the U.S. Economic Gears Running Smoothly”

The latest issue of Segal Rogerscasey’s annual Investment Outlook reports the firm’s outlook for the next 12-18 months on the global macroeconomic environment and opportunities within three broad investment classes — equities, fixed income and alternatives. Read the entire publication.

 

February 2015 The Frontier Line, “ESG and Fees in Property”

This issue of The Frontier Line examines how environmental, social and governance (ESG) issues continue to evolve in the property landscape. Read the entire publication.

 

February 2015 Investment Insight, “Q&A about the Low Price of Crude Oil”

This issue of Investment Insight discusses the possible reasons behind the dramatic decline in oil prices and the implications for investors. Read the entire publication.

 

February 2015 report, “Current Pension Developments Across the World”

Retirement systems around the world are going through major changes this year. This report discusses the latest pension developments in more than 25 countries in six continents. Read the entire publication.

 

January 2015 Consultant Spotlight, “Investment Performance: A Perspective on What Matters”

What does the evaluator of investment manager ability look for in the quest for future return success? Segal Rogerscasey Chief Investment Officer Tim Barron discusses some key considerations in this Money Management Intelligence article. Read the entire publication.

 

January 2015 White Paper, “European Central Bank (ECB) policy update and portfolio Strategy Implications”

Soon after European Central Bank (ECB) President Mario Draghi announced an aggressive bond-buying program Jan. 22, Frontier Advisors issued this white paper to clients explaining the reasons for the stimulus, how markets have reacted and the relevant strategy implications for investors. Read the entire publication.

 

 

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