White Papers

White Papers

New investment world, meet new thinking. We proactively, yet prudently, help clients find the hidden opportunities in ever-evolving markets by looking to the future -- not just the past -- from pioneering tactical asset allocation funds to being the second-ever firm in the United States to offer a publicly traded infrastructure fund.

Use the following in-depth analyses to help you address changing markets:


Infrastructure and Strategic Asset Allocation:
Is Infrastructure an Asset Class?

Learn about the role that global infrastructure plays in portfolios with this brochure, which draws on research highlights from Ibbotson Associates. The brochure examines whether infrastructure is an asset class and, if so, what an appropriate asset-allocation range might be.

  PDF Executive Summary of Evolving Asset Allocation Strategies for Changing Times
PDF of Evolving Asset Allocation Strategies for Changing Times

Redefining Global Infrastructure

Read how our experienced global-infrastructure team offers a distinctive approach to infrastructure investing that may help you capture opportunities and reduce portfolio risk in this rapidly expanding category. Previously available only to select institutional investors, this asset class can now be accessed by individual investors through the First American Global Infrastructure Fund, one of the first publicly available mutual funds of its kind in the United States.

PDF of FAF Global Infrastructure White Paper

The Power of Process: Equity White Paper

Read how First American's equity investment process combines quantitative and qualitative analysis with stock selection to achieve data-driven results.

PDF of FAF Equity White Paper

The Power of Process: Fixed Income White Paper

Read how three strategies -- sector rotation, security selection, and yield-curve positioning -- help to fuel results and manage risk when they're combined and applied to the fixed-income markets.

PDF OF FAF Fixed Income White Paper

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