FIAX aims to outperform the Bloomberg US Aggregate Bond Index by holding U.S. treasuries and using options strategies to enhance returns. The ETF's strategy involves equity risk factors, with capped ...

Does overlay make sense for your investment program? The answer likely depends on a few factors: your type of plan, the size of your fund and the problems you’re trying to solve. It's probably harder ...

Northwater Capital Management has developed a platform that enables institutional clients to enhance returns on an indexed portion of their portfolios by linking the underlying investment to returns ...

Based on QMA's 2020 2Q Capital Market Assumptions, expected returns on traditional public market investments are likely to be considerably lower over the next 10 years than in the last decade, ...

Bridgewater Associates will soon be launching its latest strategy, focused on ready-made combinations of alpha that start with equity and later add other market betas. Bridgewater's most recent ...

Deutsche Asset Management has announced the launch of the Canadian Fixed Income Alpha strategy. This innovative fixed income strategy is part of DeAM’s iGAP platform, a leading alpha-generating ...

After launching the actively managed Pimco Total Return ETF (BOND | B)—an ETF version of Pimco’s flagship Total Return Fund (PTTRX)—in February 2012, Pimco is looking to strike it big again in ETFs.

New Mexico’s Public Employees’ Retirement Association is redoing its portable alpha program — again. The $16 billion retirement fund decided in October to end its old portable alpha program, which was ...

The INVESCO GTAA Alpha Overlay -International Equity strategy, initially funded with $500 million inDecember 2006, is designed to outperform the MSCI EAFE Index with a lowcorrelation to traditional ...