Portfolio Optimisation at Cbus Asset Allocation & Strategy, Asset Owners, Chief Investment Officers Cbus Super is preparing to quadruple the size of its portfolio optimisation program over the next 12 months, following the appointment of Justin Pascoe Read More
Don’t Predict Crises, Prepare Asset Allocation & Strategy, Leadership & Management State Super’s defensive overlays helped the fund remain positive during the COVID turmoil, CEO John Livanas says Read More
NZ Super Scales Back Risk Budget of Tilting Program Asset Allocation & Strategy, Asset Owners NZ Super has reduced the risk budget for its strategic tilting program, but this should not be seen as a scaling back of the program Read More
Addressing Non-stationary Risk Asset Allocation & Strategy, Asset Owners, Private Wealth The relationship between risk and return is seldom static for long, but most strategic asset allocation processes pretend that it is. Tactical asset allocation can help address this issue, Sandhurst Trustees’ Thad McCrindle says Read More
Preserving Capital at the NRMA Asset Allocation & Strategy, Asset Owners, Chief Investment Officers What is the secret behind the NRMA’s 14-year streak of positive annual returns? Dynamic asset allocation has a lot to do with it, Ainsley Lee says Read More
Defining the Benefits of TPA Asset Allocation & Strategy Increasingly more funds are embracing the total portfolio approach, but can we define the real benefit of this method? Read More
Countering Cognitive Bias Asset Allocation & Strategy, Behavioural Finance, Leadership & Management The key to making good investment predictions lies in keeping unconscious tendencies in check, Standard Chartered’s Steve Brice tells Kenneth Lim Read More
Geopolitics Impacts Future Fund Allocations Asset Allocation & Strategy, Asset Owners, Economics After decades of relative calm, geopolitical tensions have started to impact investment portfolios of institutional investors again. We speak with Craig Thorburn about how the Future Fund is adjusting its allocations to deal with these influences Read More
Themes – The Case of The Missing Factors Asset Allocation & Strategy, Factors, Quant & Systematic Factors are not always broad and persistent, but they can still be highly impactful on investors’ portfolios. It’s time to bring these factors back into risk models, Allspring Global Investments says Read More
