Portable alpha

Investor Profile

Portable alpha slashes pension deficit

The $15 billion International Paper corporate pension fund may be on a de-risking glide path, but vice president of investments Robert Hunkeler proves there is still plenty of room for innovation, including portable alpha. All investments are outsourced.

Sarah RundellMarch 13, 2019

Investor Profile

AIMCo’s evolving hedge fund strategy

AIMCo combines an internally run portable alpha strategy – with a global alpha pool allocated across beta exposures – with a portfolio of high-conviction specialised external hedge funds.

Sarah RundellJuly 1, 2016

Asset Allocation

UTC benefits from LDI, portable alpha

UTC pension fund is reaping the benefits of diversity and risk management introduced to the portfolio 10 years ago, including sophisticated LDI, risk parity and portable alpha strategies.

Sarah RundellJune 22, 2016

Uncategorised posts

Ventures on the risk spectrum

Hershel Harper received an early education in finance when he used to read Business Week in High School. The 43-year old now at the helm of the $27-billion South Carolina Retirement Systems, investing on behalf of South Carolina’s 350,000 public sector workers, says he knew back then he wanted to manage money: “I really am […]

Sarah RundellJuly 10, 2013