Private Wealth with an Insto Flavour Asset Owners, Chief Investment Officers, Private Wealth Walsh Bay Partners is a private wealth group providing personalised service to its clients with an institutional flavour to its investment advice. [i3] Insights speaks with CIO Tim Peters about what this means in practice. Read More
Creating Affordable Communities ESG, Real Estate, Women in Finance Creating affordable housing is not just about building low-cost homes, but also about creating a space where people want to live, PATRIZIA says. Read More
The Endowment Model and Innovation Asset Allocation & Strategy, Innovation The endowment model is one of the most celebrated investment models among institutional investors, but if you replicated what David Swensen was doing at Yale today, would it still work? Perhaps we shouldn’t look at the strategies Swenson implemented, but at his willingness to try lesser-known, innovative investments Read More
YFYS Sharpens Sequencing Risk Focus Risk and Regulation, Women in Finance The Your Future, Your Super performance test has given a new dimension to investment risk, where the sequencing of returns will play a more prominent role than ever before, JANA says. Read More
Decarbonisation Could Produce Unexpected Risks ESG, Fixed Income & Credit True decarbonisation is a complex process and involves many different drivers that can introduce unintended risks to the portfolio. Abrdn’s Sam Grantham gives a few insights into what can go wrong in a fixed income portfolio. Read More
China is Leading the Energy Transition Emerging Markets, ESG, Innovation China is the clear world leader when it comes to technology, production and installation of zero emissions sectors of the future like renewable energy and EVs, says Tim Buckley. Read More
Inflation Resilience at the Future Fund Asset Owners, Chief Investment Officers, Leadership & Management, Private & Alternative Markets, Women in Finance Inflation has reached its highest point since the 1990s in Australia. We speak with the Future Fund’s Wendy Norris about how it is building inflation resilience into the portfolio. Read More
Active Risk Levels Slashed Equities, Factors, Quant & Systematic, Risk and Regulation Super funds have slashed their active risk budgets in response to the YFYS performance test and the challenging market environment. This means funds have to be smarter about their remaining budget and avoid uncompensated risks, Northern Trust Asset Management says. Read More
Bonds are Back Asset Owners, Chief Investment Officers, Fixed Income & Credit, Private Wealth Crestone Wealth Management’s Scott Haslem says it is time to rebalance fixed income allocations back to their long-term strategic weights, as bonds have a role to play again in protecting against a potential recession. Read More
