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.

Register for Verus 1st Quarter 2020 Investment Landscape Webinar

The Verus quarterly Investment Landscape webinar will be held on Wednesday, January 29th at 10:00am (PST). Register for the call by clicking the following link: Register for Webinar

January 2020

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Risk in Manager Selection

In our latest Topics of Interest paper, we provide a framework for assessing the candidacy of a manager for portfolio inclusion and consider the implications of one manager versus alternatives. It addresses the following questions: Does the manager add a desired exposure? Does the manager exhibit skill? What does the manager add to the broader… More

December 2019

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Pension Cashflow Matching

In our latest Topics of Interest paper, we take a deep dive into cashflow matching strategy. We examine the justification for its time horizon, the reasons for its projected strength in a relevant drawdown/rebound economic scenario, and it comments on the impact of cashflow negativity on plan outcomes. Download the Topic… More

December 2019

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2019 November Capital Markets Update

Click the link below for the 2019 November Capital Markets Update. Download the Capital Markets Update

December 2019

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Why Benchmarks Matter

In our latest Topics of Interest paper, we seek to outline the importance of benchmark selection within the investment process. The white paper addresses the following points: Benchmarks which appear similar can behave very differently, even over long periods of time Unconsidered benchmark selection can introduce uncompensated tracking error Tools available to investors to assist… More

November 2019

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2019 October Capital Markets Update

Click the link below for the 2019 October Capital Markets Update. Download the Capital Markets Update

November 2019

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Verus 2020 Capital Market Assumptions

Some important developments occurred in the last year. During our 2020 Capital Market Assumptions webinar, we discussed: Market movements of 2019 and how these shifts have affected our long-term outlook The impact of falling interest rates on fixed income expectations Why it is important to differentiate between shorter-term and longer-term forecasting exercises We invite you… More

November 2019

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Verus 2020 Capital Market Assumptions Webinar

The Verus 2020 Capital Market Assumptions webinar was held on Wednesday, November 6th from 10:30am – 11:15am (PST). During our call this year, we discussed: Market movements of 2019 and how these shifts have affected our long-term outlook The impact of falling interest rates on fixed income expectations Why it is important to differentiate between… More

November 2019

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