PKA raises Questions about Factors Asset Allocation & Strategy, Asset Owners, Factors, Quant & SystematicDanish pension fund PKA was one of the first institutional investors to implement a factor-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 FinanceDiversity 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, Risk and RegulationTCorp’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, RetirementThis 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 FinanceLouise 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
Tech Catches Up to Current Investment Thinking Asset Allocation & StrategyAs 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
What Would Benjamin Graham Do Today? Asset Allocation & StrategyIf Benjamin Graham was still alive today, what would he make of today’s markets? Jason Zweig, who revised the latest edition of ‘The Intelligent Investor’, takes up the challenge. Read More
AustralianSuper Revamps Risk Framework Asset Allocation & Strategy, Asset OwnersAustralianSuper has unveiled its new risk framework, shifting to a total portfolio approach and flexibility to participate swiftly in direct markets. Read More
The Competitive Advantage of Investment Governance Asset Allocation & Strategy, Women in FinancePension funds should step up their game in investment governance and best practice if they are to remain relevant in the changing investment industry. As asset owners, consultants and fund managers are increasingly encroaching on each other’s territory, only those with superior decision making processes in place will survive, according to Sue Brake, Senior Investment […] Read More
