Tag Archive 'Markowitz'

Institutional investors, sometimes referred to as first-tier buy-side institutions, are significant agents in mature capital markets.Their role and place has dramatically increased over the past 40 years with the advent of the mutual fund investment model, the rise in self-funded pension liabilities globally and, more recently, the strong growth in passive investment models: ie Beta-tracker funds (also known as Exchange Traded Funds). This radical growth of institutional ownership in capital markets has significantly affected one of the traditional tenets of the equity investment: the ownership role.

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