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• Asset Class Research Note: U.S. Equity By Size, February 2012
-Altura Capital, http://www.alturacap.com
• The Best of Both Worlds: Combining Momentum and Value Strategies, February 2012
-Logan Capital Management, http://www.logancapital.com
• When Not To Fire A Money Manager: A Consultant’s Perspective, February 2012
-Rogerscasey, http://www.rogerscasey.com
• Hedged Equity: What Happened To The Alpha?, February 2012
-Marquette Associates, http://www.marquetteassociates.com
• Understanding Investor Due Diligence, February 2012
-Merlin Securities, http://www.merlinsecurities.com
• The State of a New Cycle In Real Estate, February 2012
-Forward Management, http://www.forwardfunds.com
• US Small Cap versus Large Cap: An Update, January 2012
-Hewitt EnnisKnupp, http://www.ennisknupp.com
• Emerging Market Bonds, January 2012
-Dimeo Schneider & Associates, http://www.dimeoschneider.com
• Top Investment Trends and Issues For 2012, January 2012
-Arnerich Massena, http://www.am-a.com
• 2012 Global Outlook on Emerging Markets, January 2012
-Mirae Asset Management, http://investments.miraeasset.us
• Fixed-Income Outlook: The Search For Yield, January 2012
-Credit Suisse, http://www.credit-suisse.com
• Asset Class Research Note: U.S. Mid-Cap Equity, December 2011
-Altura Capital, http://www.alturacap.com
• Asset Grower: The Ideal Blend of Asset Gatherer and Investor, December 2011
-Margolis Advisory Group, http://www.margolisadvisory.com
• A Dynamic Approach To Asset Allocation, December 2011
-NEPC, http://www.nepc.com
• Best Practices In Alternative Investing: Managing Complexity, December 2011
-Greenwich Roundtable, http://www.greenwichroundtable.org
• Taking The Bite Out of Your Equity Beta, December 2011
-Rocaton Investment Advisors, http://www.rocaton.com
• Pension Risk Management, December 2011
-Cambridge Associates, http://www.cambridgeassociates.com
• Real Return Assets, November 2011
-Strategic Investment Solutions, http://www.sis-sf.com
• Emerging Market Currency, November 2011
-Rogerscasey, http://www.rogerscasey.com
• Preferred Stocks, November 2011
-Meketa Investment Group, http://www.meketagroup.com
• Sustainability Trends in Alternative Investments In The United States, November 2011
-US SIF, http://www.ussif.org
• Third Quarter Investment Manager Outlook, November 2011
-Russell Investments, http://www.russell.com
• Retirement Plan Choices for Public Employees and Employers, October 2011
-National Institute on Retirement Security, http://www.nirsonline.org
• First-Time Managers Face Uphill Struggle in Private Real Estate Market: Preqin Study, October 2011
-Preqin, http://www.preqin.com
• CRM Systems and Deal Sourcing, October 2011
-Preqin, http://www.preqin.com
• US Private Core Real Estate Investing, October 2011
-NEPC, http://www.nepc.com
• Asset Class Research Note: U.S. Core Fixed-Income, September 2011
-Altura Capital, http://www.alturacap.com
• The Message Is Not The Medium, September 2011
-Wickware Communications, http://www.wickware.com
• The Importance of Business Process Maturity and Automation in Running a Hedge Fund, September 2011
-Merlin Securities, http://www.merlinsecurities.com
• Uncover 5 Hidden Risks That Could Impact Your Portfolio, September 2011
-Franklin Templeton, http://www.franklintempleton.com
• Peer Group Summary For Q2 2011, September 2011
-Investment Metrics, http://www.invmetrics.com
• A Case For Sustainable Fixed-Income Investments, September 2011
-Community Capital Management, http://www.ccmfixedincome.com
• Global Asset Management 2011: Building On Success, August 2011
-Boston Consulting Group, http://www.bcg.com
• Asset Class Research Note: Domestic Equity, August 2011
-Altura Capital, http://www.alturacap.com
• Hedge Fund Governance and Oversight, August 2011
-Moody’s Investor Service, http://www.moodys.com
• Exchange-Traded Funds: A Look at the Shifting Landscape, August 2011
-Callan Associates, http://www.callan.com
• Nimble Strategies For Changing Times, August 2011
-Quotient Investors, http://www.quotientinvestors.com
• The Role of Investment Philosophy In Evaluating Investment Managers, July 2011
-NEPC, http://www.nepc.com
• Manager Due Diligence: The Rest of the Story, July 2011
-DiMeo Schneider & Associates, http://www.dimeoschneider.com
• Insurance Asset Management: To Enter The Market or Not?, July 2011
-Margolis Advisory Group, http://www.margolisadvisory.com
• 2011 NCPERS National Study, July 2011
-National Conference on Public Employee Retirement Systems, http://www.ncpers.org
• Asset Class Research Note: Mid-Cap Equity, July 2011
-Altura Capital, http://www.alturacap.com
• Asset Class Research Note: Mid-Cap Growth, June 2011
-Altura Capital, http://www.alturacap.com
• New Fund Investment: Diligence For A New Era, June 2011
-Duff and Phelps, http://www.duffandphelps.com
• Debating the Merits of ‘Growth’ and ‘Value’, June 2011
-Yanni Partners, http://www.yannipartners.com
• Manager Search Trends, June 2011
-Mercer, http://www.mercer.com
• Pension Risk 2011, June 2011
-Aon Hewitt, http://www.aon.com
• Institutional Real Asset Strategies Part I: Commodities vs. Natural Resource Equities, May 2011
-RS Investments, http://www.rsinvestments.com
• Survival of the Nimble, May 2011
-FIS Group, http://www.fisgroup.com
• Asset Class Research Note: Mid-Cap Core, May 2011
-Altura Capital, http://www.alturacap.com
• Case For Leveraged Loans, May 2011
-Shenkman Capital Management, http://www.shenkmancapital.com
• Asset Class Research Note: International Core Equity” , April 2011
-Altura Capital Group, http://www.alturacap.com
• Keys To Marketing Your Business, April 2011
-Bell Investment Advisors, http://www.bellinvest.com
• An ESG Research Perspective, April 2011
-MSCI, http://www.msci.com
• The Case for Disaggregating Core Fixed Income, April 2011
-NEPC, http://www.nepc.com
• The Business of Running a Hedge Fund, April 2011
-Merlin Securities, http://www.merlinsecurities.com
• Emerging From Developed Profit Pools, April 2011
-HS Management Partners, http://www.hsmanage.com
• Managed Accounts Executive Outlook: Trends in Distribution, Operations and Technology, April 2011
-Peridrome Corporation, http://www.peridrome.com
• Asset Class Research Note: Large-Cap Value, March 2011
-Altura Capital, http://www.alturacap.com
• Trends In Pension Management: Reactions To A Recession, March 2011
-Mercer, http://www.mercer.com
• Dividend Growth: The Key To ‘Real’ Investment Success, March 2011
-Kleinwort Benson Investors, http://www.kbinvestors.com
• US Equities: 2020 - A Decade of Pain, March 2011
-Seven Two Partners, http://www.72partners.com
• The Private Equity ‘Hangover’ May Trigger Headaches For Investors, March 2011
-Segal Advisors, http://www.segaladvisors.com
• Active Investment Management and Time-Varying Investor Risk Premium, March 2011
-Good Harbor Financial, http://www.goodharborfinancial.com
• 20/20 Vision: Firms With Perfect - Or Corrected Vision - Can See Their Way to Success, March 2011
-Margolis Advisory Group, http://www.margolisadvisory.com
• Are Emerging Managers Better?, January 2011
-Quotient Investors, http://www.quotientinvestors.com
• Emerging Market Debt: Improving Credit Quality, January 2011
-Evaluation Associates, http://www.evaluationassociates.com
• Asset Class Research Note: Large-Cap Core, January 2011
-Altura Capital, http://www.alturacap.com
• The Relation Between Hedge Fund Size and Risk, January 2011
-Spring Mountain Capital, http://www.springmountaincapital.com
• Asset Class Research Note: Small-Cap Core, December 2010
-Altura Capital, http://www.alturacap.com
• Does Client Service Matter, December 2010
-Chatham Partners & Investment Metrics, http://www.invmetrics.com
• Barriers To Procurement, December 2010
-Progress Investment Management Company, http://www.progressinvestment.com
• 2010 Hedge Fund Industry Survey Report, December 2010
-McGladrey and Greenwich Associates, http://www.mcgladrey.com
• The Art of Selecting Investment Managers, December 2010
-Meketa Investment Group, http://www.meketagroup.com
• The Case For Long/Short Equity, December 2010
-NEPC, http://www.nepc.com
• Summary on Challenges Faced By Public Pensions, December 2010
-SEI Investments, http://www.seic.com
• Insight a Successful Management Firm, Part 3, December 2010
-Margolis Advisory Group, http://www.margolisadvisory.com
• No Contest: Emerging Managers Lap Investment Elephants, November 2010
-Northern Trust Global Investments, http://www.northerntrust.com
• Due Diligence for Alternative Investments, November 2010
-The Greenwich Roundtable, http://www.greenwichroundtable.org
• An Examination of the Impact of Fund Size and Age on Hedge Fund Performance, November 2010
-PerTrac Financial, http://www.pertrac.com
• Investment Committees: More than the sum of the parts, November 2010
-Arnerich Massena & Associates, http://www.am-a.com
• America’s Seabiscuit Economy, November 2010
-Robinson Value Management, http://www.robinsonvalue.com
• Bottom Quintile ESG Companies - A Risky Proposition, November 2010
-Advanced Investment Partners, http://www.aipllc.com
• Passive Plus The ‘Investors Index, November 2010
-Sector Capital Management, http://www.sectorplus.com
• Healthcare Investment Portfolios, Governance and Staffing, October 2010
-NEPC, http://www.nepc.com
• A Blueprint for Improving Institutional Equity Portfolios, October 2010
-Mercer, http://www.mercer.com
• Asset Class Research Note: Small-Cap Growth, October 2010
-Altura Capital Group, http://www.alturacap.com
• Smid-Cap Stocks: The Goldilocks Asset Class, October 2010
-Turner Investment Partners, http://www.turnerinvestments.com
• Carpe Diem: Successful Managers Identify Opportunities–in All Market Conditions–then Seize, October 2010
-Margolis Advisory Group, http://www.margolisadvisory.com
• Emerging Manager Survey & White Paper , September 2010
-Emerging Manager Monthly & Team of MBA Students from Tuck School of Business at Dartmouth, http://www.emergingmanagermonthly.com
• From Dusty Old Brochure To Dynamic Online Marketing Tool, September 2010
-Wickware Communications, http://www.wickware.com
• Assuming the Best… and the Worst: Why do investors need capital market assumptions?, September 2010
-Yanni Partners, http://www.yannipartners.com
• Active Versus Passive Investment Management, September 2010 -Arnerich Massena & Associates, http://www.am-a.com
• Private Capital Overview: Is It True?, September 2010 -Fund Evaluation Group, http://www.feg.com
• http://www.merlinsecurities.com
• Is Bigger Better? Looking into Large versus Emerging Manager Performance, September 2010
-Attain Capital, http://www.attaincapital.com
• Private Equity Emerging From The Crisis, September 2010
-Towers Watson, http://www.towerswatson.com
• Case For Growth, August 2010
-Chilton Capital Management, http://www.chiltoncapital.com
• Sound Practices For Hedge Fund Managers, August 2010
-Fund Associates, http://www.fundassociates.com
• Outsourcing as a Profitability Driver in the Asset Management Industry, August 2010
-AMBA Research, http://www.ambaresearch.com
• A Comparative Analysis: Taxable Municipal Bonds and Corporate Bonds, August 2010
-Community Capital Management, http://www.ccmfixedincome.com
• Commodities: An Inflation Defense, August 2010
-Evaluation Associates, http://www.evaluationassociates.com
• Is Fundamental Analysis and Long-Term Investing Dead?, August 2010
-AMBS Investment Counsel, http://www.ambsinvestment.com
• Risk Parity, August 2010
-Meketa Investment Group, http://www.meketagroup.com
• 2010 Consultant Search Forecast, February 2010
-Casey Quirk and eVestment Alliance, http://caseyquirk.com, http://www.evestmentalliance.com
• REIT Recapitalization and Recovery, November 2009
-Mercer, http://www.mercer.com
• The Odyssey of Risk, November 2009
-James McKee, http://www.callan.com
• Inside a Successful Investment Management Firm, October 2009
-Jeffrey Margolis, http://www.margolisadvisory.com
• In Defense of Active Management, October 2009
-Rogerscasey, http://www.rogerscasey.com
• The Solidarity Challenge, October 2009
-David Tittsworth, http://www.investmentadviser.org
• Winds of Change: First Half 2009 M&A Activity, September 2009
-Jefferies Putnam Lovell, http://www.jefferies.com
• Recovering From the Storm: The New Economic Reality for U.S. Asset Managers, September 2009
-McKinsey & Company, http://www.mckinsey.com
• Institutional Investment Manager Compensation Survey, September 2009
-Preston & Company, http://www.preston-company.com
• Should The Fed Tighten Part II, September 2009
-Veritas Partners, http://www.veritas-partnersllc.com
• The Lack of A Fed Exit Strategy, August 2009
-Veritas Partners, http://www.veritas-partnersllc.com
• Recovery Tentative For Insurers and Asset Managers, August 2009
-Moody’s Investors Services, www.moodys.com
• Navigating Your Portfolio Through Turbulent Waters, August 2009
-Grant Thornton & the Association for Corporate Growth, www.grantthornton.com
• Why We’re Paying Attention To Inflationary Pressures, July 2009
-Arnerich Massena & Associates, www.am-a.com
• Green Fixed-Income Investing, July 2009
-Community Capital Management, www.ccmfixedincome.com
• Consumption-Based Fundamental Asset Allocation, July 2009
-The Willis Group, www.thewillisgroup.net
• Is Age Just a Number: The Performance of Emerging Fixed-Income Managers, July 2009
-Xavier Capital Management, www.xaviercapital.com
• The Case For Mid Cap Stocks, July 2009
-Arete Asset Management, www.areteam.com
• View From The Grand, July 2009
-AMBS Investment Counsel, www.ambsinvestment.com
• ETFs and New Investing: Our Approach, July 2009
-Miracle Mile Advisors, www.miraclemileadvisors.com
• The Problem with Buy and Hope Investing, June 2009
-by Dan Ripoll and Kwame Jackson, co-founders of Aeon Funds, www.AeonFunds.com
• The Next Asset Managers Consumption-based Fundamental Asset Allocation, June 2009
-Michael Willis, president of The Willis Group, www.thewillisgroup.net
• 3PM Position Paper, May 2009
-Third Party Marketers Association, www.3pm.org