Future Fund Sells Illiquids Ahead of Volatility Asset Allocation & Strategy, Asset Owners, Chief Investment Officers, Financial Crisis The Future Fund sells $5 billion in illiquid assets as it prepares for more volatility ahead. Read More
Don’t Underestimate Investment Beliefs: Urwin Asset Allocation & Strategy Establishing a set of investment beliefs can sometimes feel as stating the obvious, but we should not underestimate the effect this has on an organisation’s efficiency and discipline, Roger Urwin says. Read More
Outlook Grim for First DC Retirees Asset Allocation & Strategy, Retirement The first cohort of DC members is nearing retirement and already the initial figures show that their pension savings are falling short, says David Buckle, Head of Investment Solution Design, Fidelity International. Read More
PKA raises Questions about Factors Asset Allocation & Strategy, Asset Owners, Chief Investment Officers, Factors, Quant & Systematic Danish pension fund PKA was one of the first institutional investors to implement a factors-based investment approach. But the recent dismal performance of these strategies is testing the faith of the fund, Deputy CIO Michael Flycht says. Read More
Diversity Pays Off: AXA IM Asset Allocation & Strategy, Women in Finance Diversity might actually be an investment signal. Companies with gender-diverse boards are likely to not only have higher profits than companies with less diversified boards, but are also better able to protect future profits, AXA IM says. Read More
TCorp Overhaul Permeates Foundations Asset Allocation & Strategy, Asset Owners, Chief Investment Officers, Risk and Regulation TCorp’s new structure places portfolio construction at the heart of its investment process, focusing on a whole-of-fund approach, CIO Stewart Brentnall says. Read More
HK Shows Careful Optimism on Annuities Asset Allocation & Strategy, Retirement This month the Hong Kong Mortgage Corporation will launch lifetime annuities for retirees. Schroders took the pulse of Hong Kong’s residents to see how enthusiastic they are about these products. Read More
It is Time to Move Beyond ESG Asset Allocation & Strategy, ESG, Women in Finance Louise Lew from Willis Towers Watson and Ken Liow from Obsidian Capital argue that looking at ESG risks in isolation might make your portfolio vulnerable to unintended risks. Read More
Technology Catches Up to Current Investment Thinking Asset Allocation & Strategy As more institutional investors move towards a whole-of-portfolio approach, they run into a problem: most of the technology platforms they use to keep track of their assets have not been built with that approach in mind. Instead, most systems available today were initially designed to compare the performance of a single asset class against a […] Read More
