INSIGHTS

Insights

Insights from our investment professionals span a variety of topics and time horizons. Our Investment Landscape, published quarterly, reviews the global economy and capital markets with an intermediate to long-term perspective. Our Topics of Interest are white papers covering a variety of topics from a strategic standpoint. Viewpoints are more opinionated, editorial pieces on current issues or trends. And finally, our Annual Outlooks provide a strategic review of key asset classes, such as Real Assets, Hedge Funds and Private Equity, as well as the aggregate active management environment.

Broadening diversity consideration

The gender and racial diversity of an investment firm is often viewed from the lens of its ownership composition which, while useful, does not reflect the full value that diversity may add to the investment process. Investment management, at its heart, is about decision making, and diversity among investment team members brings a wider set… More

July 2020

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Sound Thinking: Knowing Where You’re Going Matters

Knowing Where You’re Going Matters What you believe matters – it drives your behavior, which drives the outcomes you get. This is true in investment portfolios, just as it is in life. In our latest Sound Thinking, our Chief Investment Officer Ian Toner reiterates the five key things underlying our investment beliefs, and describes why… More

June 2020

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Ted Hermann joins Verus

Verus is pleased to welcome Ted Hermann to the newly-established Pittsburgh office team as a managing director. For more information, download the full press release below. Download the press release

June 2020

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Verus opens Pittsburgh, PA, office; consultant Mark Brubaker joins firm

Verus announced the opening of a new office in Pittsburgh, PA, marking its expansion to the mid-west and the east coast. The new office will be staffed by key industry professionals including seasoned consultant Mark Brubaker. For more information, download the full press release below. Download the press release

May 2020

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2020 Real Assets Outlook

We are pleased to release the Verus 2020 Real Assets Outlook, which can be accessed with the link below. The ongoing impact of COVID-19 on the global economy has dramatically altered our outlook on inflation, risk and asset class returns. Going into 2020, valuations for many risk assets were rich and expected returns were low.… More

May 2020

More Annual Outlooks

4/20/20 – 5/1/20 Capital Markets Snapshot

Click the link below for the Verus 4/20/20 – 5/1/20 Capital Markets Snapshot. Download the Verus Capital Markets Snapshot

May 2020

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2nd Quarter 2020 Investment Landscape

Some important developments occurred in the first quarter of 2020. During the Verus 2nd Quarter 2020 Investment Landscape webinar, we discussed: Extreme volatility experienced in March amidst one of the most sudden market corrections on record Ongoing economic impacts of the COVID-19 crisis, and the swift government response aimed at mitigating these effects The ways… More

May 2020

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2nd Quarter 2020 Investment Landscape Webinar

The Verus quarterly Investment Landscape webinar was held on Thursday, April 30th at 10:00am (PDT). On our call this quarter, we discussed: Extreme volatility experienced in March amidst one of the most sudden market corrections on record Ongoing economic impacts of the COVID-19 crisis, and the swift government response aimed at mitigating these effects The… More

April 2020

More Coronavirus COVID-19 Updates

Strategic liquidity

An analysis of illiquid allocations across a universe of portfolios suggests that institution type and size may be the determining factors in how much capital is allocated to illiquid assets. We believe illiquid allocations should be based on the financial situation of the institution. Verus has developed a framework to analyze the impact illiquid asset… More

April 2020

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Verus P&I OCIO Roundtable

The choice to use the services of an Outsourced Chief Investment Officer (OCIO) provider is one of the most significant decisions that a board is likely to make. Ian Toner, CFA – Chief Investment Officer, represented Verus in a sponsored Pension & Investments OCIO Roundtable to discuss how a board’s key governance responsibilities shift under… More

April 2020

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