Ontario Teachers’ Starts to Flip the ESG Risk Lens Asset Owners, ESG, Women in Finance Ontario Teachers’ Deborah Ng talks about the flip side of ESG risk and the opportunities from the transition to a low-carbon economy Read More
VFMC Shifts Internal Equities to Benchmark Unaware Asset Owners, Chief Investment Officers, Equities, Innovation VFMC has changed the way its internal equity invests, shifting towards a benchmark unaware strategy, away from the previous Top 50 stocks approach, CIO Russell Clarke says. Read More
ABP lifts Hood on Sustainability Policy Asset Owners, ESG Dutch pension fund ABP has set itself some ambitious targets in its sustainable investment policy for 2030, but how they got there is equally interesting. Read More
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
