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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Andreas Utermann
Neil Dwane

Why active?

Integrating ESG into fixed-income investing

ESG factors have historically been more commonly associated with equity investments, but the past year has seen a significant change with fixed-income investors pushing for ESG factors to be appropriately and demonstrably integrated into investment analysis and risk decisions.

Why active?

Preparing for impact

Impact investing’s recent growth looks set to continue, coupling social and environmental benefits with financial returns to help meet investors’ evolving demands.

Why active?

Measuring how active managers are

How “active” is active asset management? There are a number of variables that investors can use to assess how active their portfolio is – including so-called active share – but what ultimately matters is the quality of a manager’s decisions and the alpha they generate.

Why active?

Active is: Investing to enable the next wave of innovation

Disruption is impacting all industries as societal shifts drive innovation. We believe active managers are best equipped to help clients navigate this changing landscape, but to do so, it is imperative that they stay ahead of disruptive trends in all sectors.

Why investors should get active in a late cycle economy

Why active?

Winning hearts and minds with thematic investing

Thematic investing is gaining popularity as investors look to invest in a way that aligns with their interests and values. Without typically being restricted to a certain sector, region, market cap size or any benchmark, these strategies offer an attractive opportunity for active asset managers to show what they can deliver.

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.

Active is: Telling a strong story

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

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Making the case for active asset management

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Select your location and role

Active is:
Making the case for active asset management

Integrating ESG into fixed-income investing

Preparing for impact

Measuring how active managers are

Active is: Investing to enable the next wave of innovation

Winning hearts and minds with thematic investing

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

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