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Insights articles by Wouter Klijn Insights

Wouter Klijn, Director of Content at the Investment Innovation Institute [i3]

Editorial – Unsolvable Problems

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Commodity Tilting

NZ Super adds Commodity Tilting

Asset Allocation & Strategy, Asset Owners, Innovation

New Zealand Super’s strategic tilting program has added significant value to its portfolio and now it is ready to add a new asset class to its framework.

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Buying into Disruption with Data Centres

Buying into Disruption with Data Centres

Real Estate

Digital disruption is not just a challenge, but also an opportunity. Real estate firm Actis is playing into this dynamic with the development of large data centres in China, South Korea and potentially India.

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Investment

TCorp Revises Investment Strategy

Asset Allocation & Strategy, Asset Owners

TCorp has been on a merger journey that has seen it become a $107 billion juggernaut. In this exclusive interview, TCorp Chief Executive David Deverall talks about how this has changed not only the company’s ambitions, but also its investment strategy.

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Daniel McHugh, Managing Director Real Estate Investment, Aviva Investors

E-commerce is Polarising Real Estate

Real Estate

It’s no secret online shopping is having a significant impact on the retail sector. But as more shops close down, the real estate sector is increasingly changing face as well, Aviva Investors Head of Real Estate says.

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Machine Learning at AustralianSuper

AustralianSuper Scales up Machine Learning

Asset Owners, Equities, Factors, Quant & Systematic, Innovation

AustralianSuper started its first machine-learning strategy only two years ago, but already it has become a near core strategy and has a substantial amount of money running in it.

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Professor Carsten Murawski, Brain, Mind & Markets Lab, University of Melbourne

The Illusion of Rationality

Behavioural Finance, Factors, Quant & Systematic

Not all problems are computable and there is good reasons to believe that many investment problems fall into this category, Professor Carsten Murawski of the Brain, Mind & Markets Lab says.

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Fiona Trafford-Walker, Director, Frontier Advisors

Trafford-Walker to leave Frontier Advisors

Women in Finance

Fiona Trafford-Walker will depart Frontier Advisors on 6 December 2019, after 25 years with the asset consultant.

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Fiona Reynolds, CEO of the UN-backed Principles for Responsible Investment

Roadmap seeks to end Modern Slavery

ESG

A commission against modern slavery has called upon the finance sector to end slavery and provides a blueprint of how to achieve this in a report launched at the United Nations.

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No Retirement Solution Fits All

Retirement, Women in Finance

Jacki Ellis has been given the task to spearhead First State Super’s retirement strategy from an investment perspective. We speak to Ellis about the complexity of the problem, the challenges of CIPRs and the need for customisation.

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The Investment Innovation Institute [i3] is committed to better investment outcomes through education. [i3] seeks to challenge traditional paradigms, instigate change as well as inspire new thinking . It will provide an independent platform for institutional investors and asset owners to be kept abreast of global thought leadership, latest ideas, academic research and best practices. By fostering interactive dialogues, encouraging debates and peer-to-peer sharing, [i3] creates an environment for investors to re-visit fundamental beliefs, challenge existing norms as well as embrace new ideas.

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