Investor Case Studies

Jaime Martinez, global head of asset allocation at BBVA Asset Management, authored this presentation on alternative risk premia in asset allocation, taking a look at the lessons BBVA has learned and the path ahead.

In this exclusive case study, Danish pension fund ATP shows how investors might apply ESG principles within an equity portfolio.

In this presentation, HOOPP's Jacky Lee and Marco Salerno look at a reverse optimization approach to factor-targeted asset allocation.

In this investor case study, Finnish pension insurance company Veritas looks at asset allocation in the current regime and why tactical allocation is required with alternatives and systematic strategies.