As awareness of climate change issues increase, providers of SRI products are enjoying increased demand, with investors attracted by the impressive returns these vehicles have displayed. Ceri Jones reports.
Portfolio Management

Thai value amongst political turbulence
Despite the political turmoil, Thailand remains attractive in terms of investment potential, although foreign investors may prefer other countries in the region that appear to be more stable, writes Elliot Smither.

Guaranteed to protect and serve
Capital guaranteed products appeal to both high net worth and retail investors, writes Elisa Trovato, but it is vital that the client knows just how the funds work and the issues they are likely to encounter

Downturn boosts investors’ faith in SRI products
The European SRI market remains dominated by institutional investors, writes Elisa Trovato, but interest among private investors is growing as the fallout from the financial crisis leads people to consider investing in a more responsible way

The journey towards absolute return
As global market volatility reaches extreme levels and most asset classes suffer heavy losses, bankers are engaged in the arduous work of finding Sharia-compliant ways to offer companies and investors some protection, writes Philip Alexander

Forecasting with figures
It might seem as though fund managers are just playing a numbers game, but quantitative methods help them to spot the lucrative trends. Quantitative techniques were once reserved for a handful of players in the marketplace. But things have changed. These days, most fund managers would claim to use some form of quantitative analysis as part of their investment process. Their growing acceptance and use is no accident. Using these techniques brings many advantages, in particular when dealing with large amounts of data or when looking to exercise discipline.

Marks of a good quant manager
There’s no mystery involved: computers have not taken over the investment process, and it still takes a creative and efficient human portfolio manager to make the most of quantitative data. Many imagine quantitative investment managers as rather mysterious boffins working under the direction of an all-powerful computer model. This “black-box” stereotype has little in common with reality and offers no insight into the factors that differentiate the best “quant” managers from the mediocre.

Best of both worlds: value and growth
Style investment strategies, which revolve around the monitoring of distinct market segments, depend on quantitative analysis of the underlying stocks. The continuing recovery of European stock markets is increasing investors’ appetite for equities, but a residual uncertainty is preventing a herd-like rush back into stocks. Style investment strategies, where managers swap from “value” to “growth” companies depending on market conditions, are gaining in popularity in line with this renewed interest towards stock markets.
A disciplined, risk controlled framework
Quantitative analysis provides a powerful tool for identifying investment opportunities and for suggesting how to best structure a global portfolio: it’s all about picking the winners across countries and across industries.
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