Risk and Regulation – Investment Innovation Institute

Insights: Risk and Regulation

YFYS Raises Importance of Asset Allocation

Wouter Klijn, Director of Content at the Investment Innovation Institute [i3]

Elevating Liquidity Risk

Should liquidity be a risk that is managed at the executive level? [i3] Insights Editor Wouter Klijn explores the benefits of creating a Chief Liquidity Officer role.

Matthew Griffith, Principal Consultant at JANA

Performance Test Needs Risk Focus: JANA

Risk and Regulation

JANA’s Matthew Griffith argues for a risk-adjusted metric to be included in the YFYS performance test, rather than a mere focus on implementation

Marshman Concerned About Direction of Investing

Asset Allocation & Strategy, Risk and Regulation

After nearly 50 years in the investment industry, Ken Marshman has stepped back from direct involvement in the industry. But he does have some doubts about the direction of investing today.

Shehriyar Antia, Head of Thematic Research, PGIM

Private Market Growth Shifts Investment Landscape

Private & Alternative Markets, Risk and Regulation

Private markets have become a larger share of institutional portfolios, but as they have grown the nature of investment risks and opportunities have shifted too, PGIM says.

Joey Moloney, Senior Associate, The Grattan Institute

Grattan Institute Supports Performance Test

Asset Allocation & Strategy, Risk and Regulation

The Grattan Institute has thrown its support behind the Your Future, Your Super performance test and although it sees room for improvement the think tank calls for the test to be retained

Kirsten Temple, General Manager of Investment Strategy at JANA

YFYS Sharpens Sequencing Risk Focus

Risk and Regulation, Women in Finance

The Your Future, Your Super performance test has given a new dimension to investment risk, where the sequencing of returns will play a more prominent role than ever before, JANA says.

Scott Bennett, Head of Quantitative Investment Solutions, Australasia, Northern Trust Asset Management

Active Risk Levels Slashed

Equities, Factors, Quant & Systematic, Risk and Regulation

Super funds have slashed their active risk budgets in response to the YFYS performance test and the challenging market environment. This means funds have to be smarter about their remaining budget and avoid uncompensated risks, Northern Trust Asset Management says.

Performance Test under Review

Editorial, Risk and Regulation

Only a year after the YFYS performance test came into effect, the measure has been called into question by the new government.

Towards a Better View on Risk

Asset Owners, Private & Alternative Markets, Risk and Regulation

VFMC has developed a Private Credit risk model that provides better and more timely investment insights. Already, VFMC is starting to see the benefits both at an asset class and total portfolio level.