Marshman Concerned About Direction of Investing Asset Allocation & Strategy, Risk and Regulation After nearly 50 years in the investment industry, Ken Marshman has stepped back from direct involvement in the industry. But he does have some doubts about the direction of investing today. Read More
Year in Review – 2022 Asset Allocation & Strategy, Editorial Looking back on the year that was, we review which topics resonated most with our readers and podcast listeners Read More
Future Growth at JANA Appointment, Asset Allocation & Strategy, Leadership & Management, Women in Finance Georgina Dudley has recently taken the reins at JANA as Chief Executive Officer. In this article, we speak to Dudley about her time with the asset consultancy firm and where future growth might come fro Read More
Resolution Life Australasia Builds Multi-manager Model Asset Allocation & Strategy, Chief Investment Officers, Insurance Resolution Life’s CIO for Australasia has been given the task to build an investment function and move away from a single manager model. We speak to John Lucey about the process Read More
NZ Super Moves to Low Carbon Benchmarks Asset Allocation & Strategy, Asset Owners, Equities, ESG NZ Super has changed the benchmark for its equities allocation in the reference portfolio to a low carbon index Read More
JBWere Sees Shorter Cycles and Higher Volatility Asset Allocation & Strategy, Chief Investment Officers, Leadership & Management, Private Wealth, Women in Finance Sally Auld joined JBWere as CIO in the midst of the pandemic. We discussed how she has adjusted the asset allocation to cope with increased volatility and the turmoil that is yet to come Read More
Grattan Institute Supports Performance Test Asset Allocation & Strategy, Risk and Regulation The Grattan Institute has thrown its support behind the Your Future, Your Super performance test and although it sees room for improvement the think tank calls for the test to be retained Read More
The Art of Asset Allocation Asset Allocation & Strategy, Chief Investment Officers, Private Wealth, Women in Finance Strategic Asset allocation is at the heart of investment firm Sun Venture’s investment strategy, but before you set an SAA you need to understand the purpose, investment objectives and the drivers of the portfolio, Serene Tan says. Read More
The Endowment Model and Innovation Asset Allocation & Strategy, Innovation The endowment model is one of the most celebrated investment models among institutional investors, but if you replicated what David Swensen was doing at Yale today, would it still work? Perhaps we shouldn’t look at the strategies Swenson implemented, but at his willingness to try lesser-known, innovative investments Read More
