Artifacts Exposed

Don’t Judge an Asset Class by Its Cover

September 2015

The investment industry has traditionally relied on a set of standard methodologies to classify, measure and document investment choices. But some of these metrics may have become overused and ineffective. We call these "artifacts."

Asset classes are the building blocks of most investment strategies. But are they becoming obstacles to successful investment outcomes? The assumptions and generalizations we commonly use to define asset classes work in theory. But in reality, they often fall short — particularly in times of crisis. The third in our series of Artifacts Exposed, our latest research explores new ways to look at asset classes.

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