Allianz Global Investors

Active is:
Making the case for active asset management

Explore our vision for active asset management – as an evolving partnership between investors and asset managers – as we answer the question: why active?

Why active?

Changing the narrative on active management

The asset management industry is used to saying that past performance is no indicator of future success. Never has that statement been truer. As investor needs – and the market environment – change profoundly, we argue that active asset management will be key to success.

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Why active?

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Neil Dwane
Andreas Utermann

Why active?

Why investors should get active in a late cycle economy

In a late-cycle economy, asset-class returns tend to be modest, suggesting a difficult environment for passive portfolios that merely track an index. Moreover, as central-bank stimulus is withdrawn, passive investors could be further hurt by rising volatility and falling correlations. It all adds up to an environment that could provide attractive opportunities for active investors.

Why active?

Asset managers disrupting from within

In all areas of our lives, disruptive forces and technologies are delivering efficiency, transparency and value by reinventing established models. Asset management is no exception, and the industry’s future success will be shaped by how it embraces and applies disruptive thinking – to place the client at the centre of the business and build trust.

Why active?

ESG investing: deciphering the labels

Adoption of ESG investing is growing as investors recognise these strategies’ potential for managing risk and driving performance. But as ESG labels proliferate, an understanding of the terminology involved is essential to finding the most appropriate approach.

Why active?

Navigating markets with multi-asset strategies

Multi-asset strategies have grown to dominate European retail investment over the past decade, and new product innovation should ensure this trend continues. Indeed, testing market conditions can provide a platform for multi-asset portfolios to stand out: their diversified approach can give investors more flexibility to hunt down opportunities.

Why active?

Maintaining momentum during times of volatility

Investors have enjoyed following the bull market of recent years, but a return to volatility would mean an active approach is essential to navigating opportunities while mitigating external risks.

by Neil Dwane | 24/10/2018

Why active?

Embracing opportunities in volatility

The expected return to market volatility could unsettle some investors, who have grown used to the steadily rising markets of the past decade. While markets will likely continue to offer opportunities, investors will need to navigate the overall environment more carefully, and active asset management can play a critical role.

Why active?

Why active management now?

Investors have benefited from an extended bull market in equities and bonds, but lower real returns are expected in coming years. CEO Andreas Utermann says the alpha that active managers could generate will be vital in protecting against inflation and delivering returns.

by Andreas Utermann | 06/09/2018

Why active?

How do you define active management?

There’s more to active asset management than beating an index benchmark. Working with clients to understand their liabilities and build an appropriate solution is key, says CEO Andreas Utermann. A benchmark may play a part, but more often a broader set of tools and strategies is involved.

by Andreas Utermann | 06/09/2018

Why active?

What role does ESG play in active management?

Short termism has had an increasing influence over investment decisions. Here, CEO Andreas Utermann argues that ESG gives managers an opportunity to refocus on the longer term – which can also increase the chance of outperformance.

by Andreas Utermann | 06/09/2018

Active is: Telling a strong story

Investing is a journey. Here’s how active asset management can get you ahead.

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Select your location and role

Active is:
Making the case for active asset management

Why investors should get active in a late cycle economy

Asset managers disrupting from within

ESG investing: deciphering the labels

Navigating markets with multi-asset strategies

Maintaining momentum during times of volatility

Embracing opportunities in volatility

Why active management now?

How do you define active management?

What role does ESG play in active management?

Disclaimer

Select your location and role

Active is:Making the case for active asset management

Why active?

Active is:
Making the case for active asset management