September 04, 2012
--- An alpha-generating investment
process that draws on the global dividend-paying universe was developed by
Acadian Asset Management LLC. ---
The Global Dividend Yield and
Growth Strategy seeks to provide income that increases while still expanding real capital value over time.
After closely analyzing the
characteristics of this universe for the past two years, Acadian said it
constructed models to identify those companies best able to sustain and raise
their dividends, and to eliminate those most likely to cut their payout. Using
these models, the firm carried out portfolio simulations for the strategy for
the period 1995 to 2011, which showed a total return ahead of traditional cap-weighted
The fund will have particular appeal
to institutional investors that have historically required regular cash from
their portfolio, according to Ross Dowd, senior vice president and head of
global marketing at Acadian. “We also understand that investors have different
preferences regarding the balance between capital and income, and we are able
to manage portfolios tailored to particular investor requirements in that
respect,” Dowd said.
Acadian Asset Management, in
Boston, is an investment management firm specializing in active global and
international equity strategies.