2020 has proven to be a volatile year for investment managers due to COVID-19. The emergence of new biotech and healthcare companies have tested sector specialist strategies even more than before. On the 21st of October 2020, we had the privilege of hosting Dr Bianca Ogden, Virologist Portfolio Manager at Platinum Asset Management to share their approach to…
In this episode of the Investor Views series, Ryan Kalish and Jennifer Bruno discuss how institutional investors are becoming more data-driven, how Allocator’s product developments are a direct result of client requests for data technology solutions and Allocator’s new alliance with Morningstar. We also talked about the importance of communication and how…
2020 has proven to be a volatile year for investment managers due to COVID-19. The emergence of new biotech and healthcare companies have tested their strategies even more than before. Lockdowns have adversely impacted global markets, and as a result, Allocators have had to weather the storm of turbulent times. Managers have adapted their strategies in…
In our last blog, Olivier Lebleu, Senior Director of Institutional Relations, EMEA and Iain McAra, Director, Global Investment Performance Standards, EMEA at CFA Institute discussed the benefits of the updated 2020 GIPS® standards for alternatives managers and capital allocators. In this blog, they focus on the potential pitfalls of not adopting the…
Alternatives managers haven’t always been open to embracing the GIPS® standards, but that could be set to change with the 2020 update. For the first part of a two-part blog, we spoke to Iain McAra, Director, Global Investment Performance Standards, EMEA and Olivier Lebleu, CFA, Senior Director of Institutional Relations, EMEA from CFA Institute, to…
We are proud to announce that Allocator has secured a significant amount of growth capital from the leading provider of independent investment research, Morningstar, Inc. (NASDAQ: MORN), in exchange for a minority stake in our company.