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
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
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
In Defence of Life-cycle Strategies Asset Owners, Chief Investment Officers, Innovation, Retirement Australian Catholic Super CIO Michael Block addresses some of the criticism of life-cycle strategies and argues that we should take a closer look at the concept behind it. “To always place a member who is 20 years old with a 60-year old member in the same strategy is clearly ridiculous,” he says. Read More
Mind The Gap Asset Allocation & Strategy, Chief Investment Officers, Fixed Income & Credit, Private & Alternative Markets China Pacific Insurance Group CIO Ben Deng speaks to [i3] Insights about the challenges of closing the asset/liability gap in today’s low-yielding environment and shares his excitement about opportunities in Chinese private equity. Read More
HESTA Eyes Fundamental Aus Equities Asset Allocation & Strategy, Asset Owners, Chief Investment Officers, Equities, Women in Finance Australian pension fund HESTA is considering creating an internal fundamental Australian equities capability in an effort to address capacity constraints and drive company engagement. Read More
Asset Allocation is Key at VicSuper Asset Allocation & Strategy, Asset Owners, Chief Investment Officers VicSuper CIO Andrew Howard has positioned the fund’s portfolio to deal with low growth and higher volatility. “I’ll happily accept a lower return than what we might have received from real assets over the last 10 years to ensure we have enough ballast in our portfolio to deliver a smoother pattern of returns.” Read More
