The Active vs Passive Debate Part III Asset Allocation & Strategy, MarketFox Welcome to part three, the final part of my attempt to take up the Charlie Munger challenge. In case you’ve forgotten, the challenge was for me, an active investor, to argue the case for indexing better than a passive investor. Read More
Future Fund Reveals Vision for Brave New World Asset Allocation & Strategy, Asset Owners, Chief Investment Officers For too long fund managers have been able to include returns that requires little skill, Future Fund CIO says. Read More
The Active vs Passive Debate Part II Asset Allocation & Strategy, MarketFox In part II of the active versus passive series, Columnist and MarketFox blogger Daniel Grioli looks at eight reasons why active management often disappoints Read More
Improvements in Technology Help Future Fund Assess Alpha Asset Allocation & Strategy, Asset Owners, Chief Investment Officers Technological advancement enables Future Fund to isolate the true alpha component in returns, CIO says. Read More
Steve Keen Warns for New Financial Crisis Asset Allocation & Strategy Economics Professor Steve Keen speaks with [i3] Insights about his new book: ‘Can We Avoid Another Crisis?’ Read More
Tasplan Merger Reviewed – Agree on Processes not Numbers Asset Allocation & Strategy, Asset Owners, Chief Investment Officers Tasplan’s CIO speaks out for the first time on the challenges and triumphs of merging with RBF and Quadrant, to form one Tasmanian pension fund. Read More
Mitigating Risks without Distraction at CalSTRS Asset Owners, Factors, Quant & Systematic, Innovation, Women in Finance CalSTRS Portfolio Manager Carrie Lo explains why the fund has added a risk mitigating asset class to the portfolio. Read More
Who Makes the Call on Competitiveness? Asset Allocation & Strategy, In-house Management If pension funds need to be efficient and competitive, then who decides which one is not? Read More
Engagement Can Be a Source of Alpha ESG, Women in Finance Engagement should lead to better outcomes, but is it a source of alpha? Read More
