In the first of a three-part series on principles of the low-return imperative, we go under the covers and explain why infrastructure investment may help investors improve the probability of achieving their objectives.
Harvard University’s endowment has transitioned from a portfolio of asset class sleeves to a generalist investment model—an approach we see clearly as multi-asset. At Russell Investments, we made the same move eight years ago—and are proud of the single, globally integrated investment team we have today.
It’s no secret that Russell Investments expects active managers with relatively low assets under management to have better average performance. But as Investment Strategist Leola Ross explains, increasing assets under management is not necessarily the kiss of death.
Environmental, social and governance (ESG) investing has led to a spike in reduced-carbon portfolios. But the standard approach may actually be lowering exposure to carbon alternatives like renewable energy.