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
REST CIO on Investment Review Asset Allocation & Strategy, Asset Owners, Chief Investment Officers Rest has overhauled its investment and governance model, moving to a model with a single investment function. We speak with CIO Andrew Lill about the implications for the portfolio and the investment team. Read More
ART Portfolio Construction post Merger Asset Allocation & Strategy, Asset Owners, Chief Investment Officers In this interview, [i3] Insights speaks with Ian Patrick, Chief Investment Officer of Australian Retirement Trust, about the implications of the recent merger for the fund’s investments and the way it constructs portfolios going forward. Read More
When Risk Parity No Longer Works Asset Allocation & Strategy, Asset Owners While risk parity is a great concept, it doesn’t work in the current environment of low rates, rising inflation and macroeconomic turbulence, PFA CIO says. Read More
The Return of Inflation Volatility Asset Allocation & Strategy, Webinars The return of inflation volatility represents the most challenging and significant paradigm shift in decades. Asset owners are going to have to look harder to find protection, as the last 20 years of optimisation will have to give way to resilience. Read More
