Don’t Underestimate Investment Beliefs: Urwin Asset Allocation & StrategyEstablishing a set of investment beliefs can sometimes feel as stating the obvious, but we should not underestimate the effect this has on an organisation’s efficiency and discipline, Roger Urwin says. Read More
Outlook Grim for First DC Retirees Asset Allocation & StrategyThe first cohort of DC members is nearing retirement and already the initial figures show that their pension savings are falling short, says David Buckle, Head of Investment Solution Design, Fidelity International. Read More
In Search of Temperament MarketFoxIf you ask some of the most well-regarded investors what it takes to become a good investor, then they often tell you it is more about temperament than any technical proficiency. In this new series, MarketFox columnist Daniel Grioli tries to demystify this illusive concept and narrow it down to a few quantifiable attributes. Read More
PKA raises Questions about Factors Asset Allocation & Strategy, Asset Owners, Factors, Quant & SystematicDanish pension fund PKA was one of the first institutional investors to implement a factor-based investment approach. But the recent dismal performance of these strategies is testing the faith of the fund, Deputy CIO Michael Flycht says. Read More
February Didn’t Kill Crisis Alpha Private & Alternative Markets, Women in FinanceThe Crisis Risk Offset approach to constructing portfolios has gained some popularity in the US in recent years, but the surprising performance of trend-following strategies in February this year led some people to question the approach. Kathryn Kaminski, who coined the term crisis alpha, examines the evidence. Read More
PGGM Questions Over-diversification and Benchmarks Asset Owners, Factors, Quant & Systematic, In-house managementMost asset owners are over-diversified and rely too much on market capitalisation weighted benchmarks for them to deliver optimal long term pension benefits, Dutch pension fund PGGM says. Read More
Bubble in Parts of China Tech Sector Emerging MarketsValuations of smaller Chinese technology companies are starting to look frothy, T. Rowe Price says. Read More
The Most Important Lesson of My Career MarketFoxMarketFox columnist Daniel Grioli was recently asked to address a group of applied finance students at RMIT. He decided to share with them the most important lesson of his career. Read More
In-house Management Improves Outsourcing Skills: Pearce Asset Owners, In-house managementBringing select asset management functions in-house puts you in a better position to engage with external managers, UniSuper’s John Pearce says. Read More
