[i3] Insights - Investment Innovation Institute

Marrying Data Science with Fundamentals

Achieving Net Zero Targets

Governments and institutions are now formally committing to do more by legislating or setting “Net Zero” targets in the near future. This will have a major impact on economies and markets.

Sunsuper Takes Over Aus Post Super

Asset Allocation & Strategy

Another corporate plan is likely to be wound up as Australia Post Super and Sunsuper sign agreement to explore a merger.

New APRA Member to Oversee Superannuation

Risk and Regulation, Women in Finance

Former FSA executive director Margaret Cole will join APRA as the new member responsible for the superannuation sector in Australia in July this year.

Jo Cornwell, Head of Research, Evidentia Group

Aware Super Still Sees Opportunities in China

Asset Owners, Emerging Markets, Equities, Women in Finance

Aware Super still sees plenty of opportunities in the domestic share market in China but acknowledges that current developments have given the fund pause to think about its approach to expanding its allocation, according to Jo Cornwell, Portfolio Manager, Growth Assets at the fund.

Antonio Ferrer, Head of Multi-asset Asia and Portfolio Manager at LGT Capital Partners

Evolving Liquid Alternatives

Factors, Quant & Systematic, Financial Crisis, Private & Alternative Markets

Not all systematic strategies are created equal. LGT Capital Partners’ Antonio Ferrer discusses how to adjust these instruments to help protect against equity drawdowns over the long term, while also establishing a framework to ensure investors don’t miss out on opportunities in times of stress.

Laura Ryan, Head of Research at Ardea Investment

Designing Default Retirement Plans

Innovation, Opinion, Retirement

Academics, practitioners, consultants and fund managers have come together to develop a new framework for designing default retirement plans. In this article, they give an insight into how to implement such a framework and what the implications for members are.

The End of Growth

Economics, Editorial

Former banker and author Satyajit Das speaks about the new edition of his book ‘A Banquet of Consequences’ and warns for the current levels of overconsumption and financial mismanagement. The coronavirus pandemic has only helped to lay bare the weaknesses in today’s economic structures, he says.

[i3] Webinar with Capital Group's Karen Choi - Investment Innovation Institute

Idiosyncrasies of Credit Risk in US Utilities

Fixed Income & Credit, Webinars

In partnership with Capital Group, [i3] hosted a webinar to discuss US utilities within the global corporate bond sector.

Jujhar Toki, Senior Investment Manager at CH Warman Group

The Importance of Asset Allocation

Asset Allocation & Strategy, Asset Owners

In the current volatile environment, institutional investors might want to be more hands on in their asset allocation. We talk to CFS’s Jujhar Toki about the dynamic asset allocation process he developed while at CommInsure and his current focus on strategic asset allocation at CFS.