Managing the Cycle with VFMC Asset Allocation & Strategy, Asset Owners, Chief Investment Officers, Financial Crisis VFMC has developed a new asset allocation model, in addition to its DAA model, that will help de-risk the portfolio when the likelihood of a crisis occurring rises and re-risk it in calmer weather, CIO Russell Clarke says. Read More
Crescent Wealth Set to Become First Sukuk Investor Asset Owners, Chief Investment Officers, Fixed Income & Credit Crescent Wealth is set to become Australia’s first investor into the rising asset class of Sukuk, a form of Islamic fixed income. Sukuk will help CIO Jason Hazell to further to increase the fund’s diversification. Read More
NZ Super stands by Strategic Tilting Asset Allocation & Strategy, Asset Owners, Chief Investment Officers, Pacific Region In a five-year review of NZ Super, Willis Towers Watson asked the board to confirm whether they are still comfortable with the portion of active risk allocated to tilting. We speak to CEO Matt Whineray about the future of this program. Read More
Real Estate Profile – TelstraSuper Part II Asset Owners, Real Estate TelstraSuper’s Miriam Patterson talks about the impact of e-commerce on real estate and how the fund has been repositioning its portfolio. “Our focus is on retail that takes up the first dollar of your household budget, not your last,” she says. Read More
M Cargill Philanthropies Expands Risk Premia Portfolio Asset Owners, Chief Investment Officers, Factors, Quant & Systematic US-based charity fund Margaret A. Cargill Philanthropies has expanded its risk premia strategies with the volatility risk premium and addresses concerns over these factor investing. “We can’t expect absolute positive returns year in year out,” CIO Michael Ruetz says. Read More
CalSTRS Evolves Risk Mitigation Strategy Asset Owners, Factors, Quant & Systematic, Financial Crisis, Innovation CalSTRS portfolio manager Carrie Lo looks back on how markets tested the risk mitigation model. But the US pension fund stuck with it and has now expanded the strategy, adding systematic risk premia strategies to the portfolio. Read More
Real Estate Profile – TelstraSuper Asset Owners, Real Estate, Women in Finance With an older member base, TelstraSuper can’t rely on inflows to fund new real estate purchases. “I have to sell something to buy something, so I need to be very disciplined,” says Head of Real Assets Miriam Patterson. Read More
Life-cycle, Annuities Less Relevant For Cbus Asset Owners, Retirement The unique characteristics of Cbus members make life-cycle and annuity strategies less attractive to them, the pension fund’s chief executive said at the inaugural [i3] Pensions Portfolio Forum. Read More
NZ Super adds Commodity Tilting Asset Allocation & Strategy, Asset Owners, Innovation New Zealand Super’s strategic tilting program has added significant value to its portfolio and now it is ready to add a new asset class to its framework. Read More
