[i3] Insights - Investment Innovation Institute

Introducing the [i3] Podcast

MarketFox Investment Commentary – Investment Innovation Institute

Searching for the Rolls Royce of ETFs

MarketFox columnist Daniel Grioli is off to the United States to attend a conference on ETFs and in this article he makes the case for active managers to create high-quality, state of the art, ETFs before somebody else does.

Infrastructure: Opportunities in a Crowded Market

Asset Allocation & Strategy, Infrastructure

Cyril Cabanes, Head of Infrastructure investments, Asia-Pacific, CDPQ, shares his views on the Australian and Indian markets, his take on disruption and the Canadian pension fund manager’s new in-house expertise in infrastructure development and operation. With all the debate surrounding driverless cars and the future of transportation, you could almost forget driverless trains have been […]

The Curious Case of Cash

Financial Crisis, Risk and Regulation, Women in Finance

Research by Whitehelm Capital shows that some pension funds are stretching the definition of cash, adding less liquid and even credit instruments in these options. Cash is probably not the most sexy asset class in institutional investing, if you can call it an investment at all, and so you would not expect much controversy around […]

Fee Disclosure Regime will Accelerate Move to Passive

Asset Allocation & Strategy, Risk and Regulation

The new fee disclosure regime for pension funds in Australia, described in the Australian Securities and Investments Commission’s (ASIC) Regulatory Guide (RG) 97, is likely to accelerate the move to passive investment strategies as many pension funds will seek to reduce their fee level, according to asset consultant JANA. John Coombe, Executive Director at JANA, […]

Seeking Alpha in Crises - Investment Innovation Institute

Seeking Alpha in Crisis

Asset Allocation & Strategy, Factors, Quant & Systematic, Private & Alternative Markets

Crisis risk offset sleeves have drawn increasingly more attention from institutional investors, but what do these portfolios actually contain? With bond yields at historic low levels and interest rates rising many institutional investors are questioning whether the negative correlation between equities and bonds – the very foundation of the widely used ‘balance portfolio’ in the […]

Quants Part III – Using the Right Tools for the Job

Asset Allocation & Strategy, Factors, Quant & Systematic, MarketFox

In this final instalment on quants, MarketFox columnist Daniel Grioli looks at the influence of investors’ time horizon on the usefulness of quantitative techniques. I’ve received several comments from readers defending the usefulness of quantitative techniques. They are definitely useful and they have been widely adopted. Which is why its important to understand their limits. […]

First State Super enters China’s Domestic Market

Asset Owners, Emerging Markets, Equities

First State Super sees opportunities in mainland China markets and has been awarded a QFII licence.

Bev Durston, Managing Director, Edgehaven

The Problem with Factor Investing

Asset Allocation & Strategy, Women in Finance

Factor investing has seen a stellar rise in popularity in recent years, but Bev Durston, Managing Director of Edgehaven, says not all that glitters is gold.