CEAM research

Evidence-based research on long-horizon asset management

How can we ensure asset owners with a focus on long-horizon investing have access to high quality research to guide best practice?

Our mission is to provide support for high quality academic research that explores this area of asset management and that facilitates decision making amongst investment practitioners.

Through funding and supervision, promoting research excellence awards and providing research training and mentoring, we ensure early career researchers get the crucial support they need.

By promoting knowledge exchange between academics and practitioners, we host a variety of events to foster practitioner engagement and outreach. These take the form of live events featuring talks and presentations from global experts.

Our published work is recognised world-wide as our associated faculty, post-doctoral staff and researchers see their work published in academic journals, books and monographs, teaching cases, reports and statements.

Research themes

Our goals are to add value to the research community and to extend the research developed by this community, beyond academia into policy and practise. We aim to support our network of researchers by enhancing the resources available to them, providing forums through which to formalise and strengthen these networks and to facilitate engagement with the investment practitioners making key decisions on long-horizon investing in asset management.

Investing over the long term

This area explores traditional investment themes like asset allocation, governance, risk and return, but with a research focus on how these relate to investors with a long investment horizon.

Projects

Subadvisor turnover and mutual fund performance
Corporate credit ratings
US endowment funds
Global investment returns
The investment experience of long-horizon investors.

Alternative assets over the long term

This area explores the long-term performance and behaviour of alternative asset classes like real estate and commodities as well as collectable assets like art, wine and coins.

Projects

Financial history

This covers 18th century ‘structured finance’ and currency speculation in the Middle Ages, to stock market performance in the 20th and 21st centuries as well as an overview of Economist and investor John Maynard Keynes.

Projects

The beginnings of corporate credit rating agencies: how much did they disagree
Indian equity returns since 1900
History of financial markets
Keynes

Sustainability and responsible ownership

Our academic research in this area develops understanding and knowledge of how environmental, social and governmental (ESG) factors influence investment decision-making, portfolio construction and company performance.

Projects

Materiality
Active ownership

Biodiversity & natural resource finance

This area explores how capital markets, financial innovation, and investor engagement can be harnessed to protect ecosystems, value nature, and close the investment gap needed to sustain biodiversity.