Fresh insights from our industry
A recently published study by Complementa shows that large parts of the returns achieved by institutional investors and the corresponding portfolio volatility can be explained by the investment strategy. However, an investment strategy should not only be defined within an→
In 2023, the Magnificent Seven (shares of Apple, Amazon, Alphabet, Nvidia, Meta, Microsoft and Tesla) stood out due to their high performance and increasing weighting in various equity benchmarks. Index concentration has not only risen in the S&P 500 but→
Nowadays, it is hard to imagine the investment process of institutional investors without considering sustainability. In particular, the decarbonisation of portfolios is a central point of discussion. In this brief overview, we show examples of how sustainability can be taken→