Tue, Sep 2, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

EDHEC-Risk North American index survey finds investors have some concerns

Tuesday, July 03, 2012

Beverly Chandler, Opalesque London: In its first EDHEC-Risk North American Index Survey of 139 investment professionals, including institutional investors, asset managers, private wealth managers, investment banks and brokerage firms, the EDHEC-Risk Institute has analysed the current uses of and opinions on stock, bond and volatility indices in the North American region.

The key findings of the survey included:

  • Size biases associated with cap-weighted indices are perceived as a very important issue by North American investors – nearly 100% of respondents see it as important to very important, in contrast to only 71% of European investors.
  • Cap-weighted indices – despite the fact that their shortcomings are widely acknowledged by respondents – are likely to remain the reference for equity portfolios for some time to come. Only a minority of respondents (23%) see alternative indices as a means of replacing cap-weighted indices. The majority see such indices as complements to cap-weighted indices or as replacement options for active managers (58.6% and 27.6%, respectively).
  • Investors have quite different objectives when it comes to different asset classes. Investors tend to resort to government bond indices as hedging tools for risk exposure (57% for government bond indices versus only 33.7% for corporate bond indices), while corporate bond indices are seen more as tools for achieving higher returns (33.7% for corporate bond indices and 25% for government bo......................

    To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Study shows what resonates with investors: 'Unwavering', 'passionate' beats 'committed', 'dedicated' and more surprises[more]

    Komfie Manalo, Opalesque Asia: A new study by Pershing Square, a unit of BNY Mellon company, showed that an effective value proposition strengthens audience connections and fosters growth, yet many advisors have had little objective guidance in formulating such statements until now. In the

  2. Comment – Why you should avoid the hottest hedge fund hands, Swedroe attacks Hussman over risk management, relative value strategy[more]

    Why you should avoid the hottest hedge fund hands FromCNBC/Yahoo.com: Investors who don't have money with Pershing Square Capital Management are likely salivating at the hedge fund's industry-leading 26 percent return from January through July. But investing with Bill Ackman and other to

  3. Managed futures' global diversification is important in next phase of economic recovery[more]

    Komfie Manalo, Opalesque Asia: The global diversification provided by managed futures may prove to be extremely valuable as the markets enter the next phase of the economic recovery, said Campbell & Company, a pioneer in absolute return invest

  4. Ex-UBS prop trader's hedge fund Manikay Partners eyes UK launch[more]

    From eFinancialnews.com: Manikay Partners, a $1.7 billion US multi-strategy hedge fund set up in 2008 by a proprietary trader from UBS with backing from Goldman Sachs, is planning to open in the UK. New York-based Manikay's move into Europe comes after Financial News revealed on Monday that Aurelius

  5. Big hedge funds tighten grip amid consolidation[more]

    From Asianinvestor.net: The hedge fund industry consolidated last year with the number of funds falling by around a tenth from 2012 but assets under management rising $248.8 billion to $2.6 trillion, finds a new report from research firm eVestment. Firms with more than $1 billion in hedge fund A