An increased focus on overseas equites and human rights, particularly in the Thai fishing industry, has helped Thailand’s second largest pension fund to deliver strong returns while better managing risk, Dan Purves writes.
Recognising that traditional asset classes were insufficient to meet Korean pensions fund POBA’s objectives, CIO Dong-Hun Jang turned to alternatives. These assets now make up two thirds of the fund and he has plans for a further increase, Jang tells Dan Purves.
Allianz Australia has been on a diversification journey over the last three years. In this interview, we speak with CIO Anthony Michael about the challenges an insurance company faces in achieving better diversification.
Mega-trends are at the front and centre of the National Employment Savings Trust’s (Nest’s) thinking when it comes to how it runs its money, with plans to increase tilts to climate aware equities and expand these to other asset classes.
Electrical engineering might have little in common with investing, but the CIO of Singapore’s SAVER-Premium Fund finds there are synergies in being versed in both.
Embracing data science does not mean you have to abandon fundamental analysis. Quite the contrary, Neuberger Berman’s Hari Ramanan says. It’ll make you a better fundamental investor.
A rise in inflation might be around the corner and institutional investors would do well to prepare for this risk, MLC’s Jonathan Armitage says.
State Super appoints former Deputy Chief Investment Officer Charles Wu as its new CIO, after the departure of Gary Gabriel at the end of last year.
Christian Super CIO Mark Rider, who spent a previous life at the RBA, says we are entering a period not unlike the first few decades after the World War II.