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
Theory Behind Crisis Risk Offset Makes Sense: CAIA Asset Allocation & Strategy, Financial Crisis Keith Black, who leads a team that develops the curriculum for CAIA, discusses the merits of the increasingly popular crisis risk offset strategy. Read More
APG – Pushing the Limits of Factor Investing Asset Allocation & Strategy, Asset Owners Dutch pension fund APG has been running factor-based strategies for more than two decades, but the fund’s Head of Quantitative Equity suspects it’s on the eve of a very big change. Read More
Looking for Liquidity in PNG Asset Allocation & Strategy, Asset Owners, Chief Investment Officers, Pacific Region, Private & Alternative Markets Running a pension fund in Papua New Guinea comes with its own unique challenges. Managing liquidity in a mostly illiquid market is one of them, NASFund CIO David Brown says. Read More
Introducing the [i3] Podcast Asset Allocation & Strategy This year we kick off with a brand new service: The [i3] Insights Podcast. Learn more about how you can access our podcasts conveniently. Read More
Infrastructure: Opportunities in a Crowded Market Asset Allocation & Strategy, Infrastructure Cyril Cabanes, Head of Infrastructure investments, Asia-Pacific, CDPQ, shares his views on the Australian and Indian markets, his take on disruption and the Canadian pension fund manager’s new in-house expertise in infrastructure development and operation. With all the debate surrounding driverless cars and the future of transportation, you could almost forget driverless trains have been […] Read More
Fee Disclosure Regime will Accelerate Move to Passive Asset Allocation & Strategy, Risk and Regulation The new fee disclosure regime for pension funds in Australia, described in the Australian Securities and Investments Commission’s (ASIC) Regulatory Guide (RG) 97, is likely to accelerate the move to passive investment strategies as many pension funds will seek to reduce their fee level, according to asset consultant JANA. John Coombe, Executive Director at JANA, […] Read More
Seeking Alpha in Crisis Asset Allocation & Strategy, Factors, Quant & Systematic, Private & Alternative Markets Crisis risk offset sleeves have drawn increasingly more attention from institutional investors, but what do these portfolios actually contain? With bond yields at historic low levels and interest rates rising many institutional investors are questioning whether the negative correlation between equities and bonds – the very foundation of the widely used ‘balance portfolio’ in the […] Read More
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