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.

Private markets commitment pacing and cash flow modeling

Private markets investors are faced with the difficultly of estimating future exposures within their portfolios over a longer time horizon. An effective pacing model designed to manage investor target allocations is a key process for managing exposures accurately. In our current topic of interest, “Private markets commitment pacing and cash flow modeling”, we provide an… More

January 2019

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2018 December Capital Markets Update

Click the link below for the 2018 December Capital Markets Update. Download the Capital Markets Update

January 2019

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Register for Verus 1st Quarter 2019 Investment Landscape Webinar

The Verus quarterly Investment Landscape webinar will be held on Thursday, January 24th at 10:00am (PST). Register for the call by clicking the following link: Register for Webinar

January 2019

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Priorities for 2019

Priorities for 2019 The start of the year is a good time to consider some of the likely key issues that investors may have to deal with over the next 12 months. In our latest Sound Thinking, our CIO, Ian Toner, CFA identifies the following eight topics that are likely to be important during 2019:… More

January 2019

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2018 November Capital Markets Update

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December 2018

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Building effective private market portfolios

Institutional sponsors often invest in private asset classes to boost the return profile of their overall plan portfolios. Yet, many fall short of achieving the desired returns. We believe that effective portfolio construction is an important component of achieving attractive return targets in private markets. Drawing on our experience over the last 20 years, we… More

December 2018

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2018 October Capital Markets Update

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November 2018

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2018 September Capital Markets Update

Click the link below for the 2018 September Capital Markets Update. Download the Capital Markets Update

October 2018

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