Reflections on Governance at NZ Super Asset Owners, ESG, Women in Finance Catherine Savage retired as Chair of New Zealand Super at the end of March this year, after 12 years on the board, five of which as chair and almost a decade as Deputy Chair. [i3] Insights spoke to Savage about the essential ingredients of good governance. Read More
Beyond the Liquidity Waterfall Asset Allocation & Strategy, Risk and Regulation Liquidity can become a stresspoint in times of crisis, as was demonstrated last year. CIOs would do well to assess not only their liquidity waterfall, but also see how both their top-down asset allocation and individual private market decisions affect their liquidity profile, PGIM’s Bruce Phelps says. Read More
Risking Retirement Income Uncertainty Retirement Retirement products should be designed with the aim of creating income sufficiency, rather than wealth maximisation, Michael Drew and Jason West argue in a new paper. Read More
The Future of Chinese Private Equity Emerging Markets, Private & Alternative Markets The Chinese private equity (PE) market is at an inflection point after more than a decade of rapid growth. Dan Purves speaks to Cambridge Associates’ Vish Ramaswami about what the next 10 years might look like. From an asset owner’s perspective, 10 years ago, there were relatively few managers available and most employed a generalist […] Read More
IOOF Eyes More Alt Co-investments Asset Owners, Private & Alternative Markets IOOF wants to expand the number of co-investments it makes in the alternative asset space, as the fund is looking to gain greater control over its investments at a more efficient price point, IOOF’s Head of Alternatives says. Read More
The Durability of Tech Growth Trends Equities The resurgence of value stocks in the third quarter of 2020 does not mean technology companies have had their time in the limelight. SSGA’s Paul Nestro says many investors underestimate the durability of technological growth trends. Read More
Many Opportunities in Alt Credit Fixed Income & Credit, Private & Alternative Markets Despite the pandemic, distressed debt is not the main opportunity in the alternative credit sector, Willis Towers Watson argues. Read More
Behind QSuper’s Retirement Design Asset Owners, Retirement [i3] Insights speaks with Brnic Van Wyk and Ben Hillier about the design behind QSuper’s newly launched retirement option. Read More
Investing in Chinese Health Tech Emerging Markets, Equities, Women in Finance China’s healthcare and biotechnology industries have seen rapid growth in recent years. We speak with Jennison’s Sara Moreno about the opportunities and the impact of the pandemic. Read More
