Allocation

Unigestion, an institutional asset manager that focuses on providing its clients with a tailor-made range of risk-managed investment solutions, announces the launch of its Private Debt Allocator tool, which identifies private debt opportunities to exactly match clients’ investment objectives.

NET NEW ASSETS (NNA) during this month amounted to EUR  6.4 billion, nearly 20% above one-year average flows. Total Assets under Management are up 20% vs. the end of 2014, reaching EUR  436  billion, and include a significant market impact (+13.7%).

In fixed income, Malik Haddouk, Head of Balanced Management at CPR Asset Management and his team are focusing in the short term on exposure to long maturities (> 10 years), which are likely to get a boost from quantitative easing and weak inflation...

Performance drivers and risk factors are unstable parameters, at least in the short to mid-term. As a result, delivering returns over a relatively long horizon whilst avoiding transitory market shocks is no easy task for portfolio managers. While asset allocation is the main performance driver over long periods, it is also the hardest to achieve.

Global investors have significantly pared back U.S. equity allocations as belief grows that the U.S. Federal Reserve will raise rates in the second quarter, according to the BofA Merrill Lynch Fund Manager Survey for March.