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
Real Estate Profile – HESTA Asset Owners, Real Estate HESTA’s real estate portfolio plays an important role in executing the fund’s impact investment strategy, Florence Chong writes. Read More
TCorp Revises Investment Strategy Asset Allocation & Strategy, Asset Owners TCorp has been on a merger journey that has seen it become a $107 billion juggernaut. In this exclusive interview, TCorp Chief Executive David Deverall talks about how this has changed not only the company’s ambitions, but also its investment strategy. Read More
Real Estate Profile: Hostplus – Part II Asset Owners, Real Estate In part II of the interview with Spiros Deftereos, he gives the lie to a perception that superannuation funds do not or will not invest in Australia’s residential sector. Read More
AustralianSuper Scales up Machine Learning Asset Owners, Equities, Factors, Quant & Systematic, Innovation AustralianSuper started its first machine-learning strategy only two years ago, but already it has become a near core strategy and has a substantial amount of money running in it. Read More
