A Reflection on Diversity on Wall Street Asset Allocation & Strategy, Women in Finance Portfolio Manager Denise Selden has had a tremendous career on Wall Street, which spans almost 60 years. But working as one of the few women on Wall Street in her early days certainly provided some challenges. Read More
The Changing Face of Active Management Asset Allocation & Strategy Big technology platforms, such as Amazon, not only disrupt the retail industry, they also affect the nature of active management, David Eiswert says. Read More
Combining Best Ideas in Search for Alpha Asset Allocation & Strategy Good ideas take time. In fact, one of the best ways to kill creativity is to act swiftly and decisively. In a lecture delivered in 1991, British comedian John Cleese gave an insight into why some people are more creative than others and come up with better ideas. Despite what you might think, talent was […] Read More
The Biggest Risk in Investing is Trying to Avoid It: Grantham Equities, MarketFox, Risk and Regulation Asset managers don’t take enough risk when implementing their best ideas, according to veteran investor and GMO co-founder Jeremy Grantham. “By far the biggest risk in the long run is to try and avoid risk, to try and hedge everything out,” Grantham says. “Forget it. You’ve got to learn to take some risk and hit […] Read More
Australia Needs to Export Technology, Not Talent: Farquhar Private & Alternative Markets, Risk and Regulation If Australia is to maintain its standard of living, it needs to make a greater effort to build a domestic technology industry, rather than allowing its well-educated professionals to be poached by overseas companies. Scott Farquhar, co-founder and co-CEO of Atlassian, told an audience of venture capital and institutional investors in early March that Australian […] Read More
Too Many Investment Advisers Don’t Get Portfolio Construction Asset Allocation & Strategy, Women in Finance Portfolio construction is a specialised skill and there are too many professionals in the investment industry who manage people’s money without the right knowledge to build portfolios, according to the new chair of the CIMA Society of Australia. “I took the chair role because there are a lot of people who make decisions about investments […] Read More
Mobile Platforms Help Open Up Rural African Markets Emerging Markets, Private & Alternative Markets LGT Impact Ventures sees more companies using mobile applications to create distribution networks in remote African areas, creating new opportunities to services lower and middle income people. Read More
Knowledge Management: Keeping Track of What We Know Asset Allocation & Strategy Institutional investors sit on treasure troves of knowledge about financial transactions, industry networks and due diligence reports. Ashby Monk says the management of this knowledge should be a top priority. Read More
True Equity Diversification is Hard Asset Allocation & Strategy, Asset Owners, Chief Investment Officers, Equities Diversification is good, but what assets will truly diversify you from equity risk, Michael Block, CIO of the Australian Catholic Superannuation & Retirement Fund, asks. Read More
