AlphaNotes’ Post

Michael Korber isn’t deterred by a little volatility. Here’s how he’s harnessing volatility and tapping into an expansive investment universe to generate returns – read more: https://lnkd.in/gR_qDBvh #perpetual #assetmanagement #fixedincome

From 60/40 to risk factors! Investors are turning to Ares Management Corporation and others leading the shift toward risk-based diversification. With a 50% allocation to private markets, including private equity and credit, the ‘New Moderate Model’ seeks resilience and returns. Discover how diversified risk is reshaping portfolios. https://hubs.la/Q02XG0_z0 #AssetAllocation #PrivateMarkets #ModernPortfolioTheory

From 60/40 to risk factors! Investors are turning to Ares Management Corporation and others leading the shift toward risk-based diversification. With a 50% allocation to private markets, including private equity and credit, the ‘New Moderate Model’ seeks resilience and returns. Discover how diversified risk is reshaping portfolios. https://hubs.la/Q02YG-x_0 #AssetAllocation #PrivateMarkets #ModernPortfolioTheory

From 60/40 to risk factors! Investors are turning to Ares Management Corporation and others leading the shift toward risk-based diversification. With a 50% allocation to private markets, including private equity and credit, the ‘New Moderate Model’ seeks resilience and returns. Discover how diversified risk is reshaping portfolios. https://hubs.la/Q02WyYBL0 #AssetAllocation #PrivateMarkets #ModernPortfolioTheory

Delivering benchmark level performance in an indexed bond portfolio requires far more than a ‘passive’ approach. Learn how we add value and achieve ‘implementation alpha’ for institutional investors. http://ms.spr.ly/6040YdEj0 #shareworthy

Almost everyone thinks of a 60/40 split between equities and fixed income securities when they imagine a 𝘉𝘢𝘭𝘢𝘯𝘤𝘦𝘥 𝘗𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰. The underlying concept of diversification between negatively correlated assets has performed well for decades, but as of late, it has become apparent that the methodology needs updating. Welcome to the (𝘳𝘦)𝘉𝘢𝘭𝘢𝘯𝘤𝘦𝘥 𝘗𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰. https://lnkd.in/e3xq9vvM

Vanguard’s fixed income experts discuss policy divergence between the Fed and the ECB and other key themes for global bond investors in the current market. Read more: https://vgi.vg/3yMKpOB #VanguardInsights Capital at Risk.

🔍 Unlock Insights into the ABS Market We recently completed a search for an Asset-Backed Securities (ABS) Manager delivering SONIA +1% returns on behalf of a large pension scheme aiming to enhance its collateral waterfall capabilities. The search provided the investor with structured, in-depth responses and performance data, giving them a comprehensive view of the ABS market’s ability to address institutional demands for stability, liquidity, and responsible investment, while navigating challenges in higher return targets. While the detailed manager responses and performance data remain confidential, we’ve extracted key themes and approaches into an anonymous summary report that explores: ✅ Strategies for achieving stable, high-credit-quality returns at SONIA +1%. ✅ The trade-offs required to target SONIA +2% and SONIA +3%. ✅ How managers balance liquidity with yield optimisation. ✅ Progress—and gaps—in ESG integration across ABS portfolios. ✅ Customisation opportunities and challenges for smaller managers. ✅ Risk management approaches in a volatile credit environment. The Global Fund Search platform delivers timely, customised, structured data for investors researching or allocating across public and private markets. By operating exclusively at the top of the funnel, we preserve investors’ research philosophies while saving hundreds of hours of work—at zero cost. 📩 Connect or DM me here on LinkedIn to learn how these findings can support your investment process or to request a copy of the summary report. ------------------------------------------------------------- 🔔 Click on the bell on my profile to follow me here for more thoughts on how technology is changing asset management search and research. #AssetManagement #InstitutionalInvestors #ABS #ESG #Liquidity #InvestmentStrategy #FundSelectors

After a strong start to the year, April saw a significant shift in capital markets. Here’s a breakdown of the key themes: https://lnkd.in/eBXPmJQ6 #wealthmanagement #CIC #CapitalMarkets

We are proud to have our Coherence Long/Short Credit fund included as a constituent in the HFRX Fixed Income Index. This index is a widely-recognized benchmark for the Alternative Investment universe. It includes a broad continuum of strategies employing an investment process that realizes attractive opportunities and value dislocations among a variety of fixed income instruments. Since our fund’s inception, we have consistently ranked in the top quartile of constituents as measured by HFR for annualized return, Sharpe ratio, and alpha generation versus our HFR index benchmark – a testament to our focus on dynamic portfolio management and preservation of capital. We are especially excited to score in the top quartile in HFR’s Advanced Diversification. This metric reflects a strategy’s high risk adjusted returns (Sharpe ratio) while also being uncorrelated to the HFR peer universe, an indicator of the ability to deliver diversified value to a portfolio. We believe tools like this will be crucial to investors and allocators as they continue to expand their portfolios to include differentiated alternative strategies like Coherence. We are proud to be working with the team at HFR. HFR Barry Higgins S. Aneeqa Aqeel https://lnkd.in/gdsXpnkb