Latest Allocator News

Finland’s pension investors are entering a new phase as regulatory changes allow them to increase their equity exposure and raise long-term return expectations. For Elo, Finland’s third-largest private-sector pension insurance company, that shift coincided with a particularly strong first half of 2026. Elo’s investments returned 6.4 percent in the...

Allocator Interviews

Allocator Interviews

Latest news

How CLO ETFs Are Expanding Institutional Access to Alternative Credit

ETFs have become an increasingly versatile tool in institutional portfolios, moving beyond tactical market access and liquidity management to serve as strategic building blocks....

Diversification is Easy to Buy, Hard to Get: The Liquid Alternatives Test

By Luc Dumontier, CIO Global Asset Management, iM Global Partner: Rarely have global portfolios carried such concentrated exposure to a single bet. US equities...

Unlocking a Third Active Lever

By Steven Braun at Newfound Research and Return Stacked® Portfolio Solutions: Long-only active management traditionally has two levers for generating excess returns. The first...

Active and Alternative ETFs Gain Ground as Market Splits Between Cost and Value

The ETF market is entering a new phase in which growth is increasingly concentrated at opposite ends of the cost spectrum. While ultra-low-cost passive...

Beyond Passive: How Institutional Investors Are Reshaping Europe’s ETF Market

Flows into exchange-traded funds (ETFs) continue to show little sign of slowing, but the record asset growth tells only part of the story. Beneath...

Two Allocators, One View: Liquidity, Cost and Control Behind CTA ETF Adoption

On the surface, Morten Christensen, Chief Financial Officer at Norwegian family office Aars, and Jonas Thulin, Chief Investment Officer at Sweden’s AP3, may appear...

Schroders Brings Active Strategies to Europe Through UCITS ETFs

The Exchange Traded Fund (ETF) market in the United States is far more developed than in Europe, reflecting differences in market maturity, regulatory frameworks,...

Tracking Trend: A Closer Look at Managed Futures Index Replication

By Kathryn M. Kaminski and Yingshan Zhao at AlphaSimplex Group: In recent years, there has been a new trend towards creating ETFs that use...

Active Decisions in Passive Wrappers: Othania on ETF Innovation

Founded in early 2016 by brothers Vincent Dilling-Larsen and Christian Mørup-Larsen, Danish fund boutique Othania built its foundation on a proprietary risk model, “Tiger,”...

Navigating CLOs Through ETFs: Opportunities in AAA-Rated Tranches

By UBS Asset Management: Collateralized Loan Obligations (CLOs) have long been a cornerstone of the U.S. securitized products market, evolving from a niche institutional investment...

From Core to Alternatives: The ETF-Driven Approach of a Finnish Wealth Manager

Wealth managers are tasked with designing investment portfolios that align with clients’ needs, objectives, risk tolerance, preferences, and financial circumstances. While high-net-worth clients often...

The Awkward Problem with Managed Futures ETFs

By Andrew Beer, Co-Founder of DBi and Co-Portfolio Manager: The problem with managed futures ETFs is not that they don’t work well. It’s that...