real assets

Sustainability Oxford 2023

The unique challenge of decarbonising real estate as the population grows

Demand for more agricultural land alongside the need for greater biodiversity and zero deforestation will drive investment in responsible land management practices and natural capital says Abi Dean, global head of strategic insights, at Nuveen Real Assets.

Ben HurleyNovember 21, 2023

Investor Profile

Real assets a haven in likely stagflationary environment

An overweight position in real assets and private equity, and an underweight to equities and bonds positioned the Ohio School Employees Retirement System for success in the last year but CIO Farouki Majeed is now even more convinced a stagflationary environment is likely and is positioning the fund accordingly.

Amanda WhiteAugust 16, 2022

Asset Allocation

‘Get the sensitivities right’: PGIM’s Parikh on allocating to real assets

Allocations to real assets by asset owners globally are increasing in light of the outlook for inflation, but the performance of the entire asset class won’t be linear nor will it be predictable, Harsh Parikh, a principal in the institutional advisory and solutions group at PGIM explains.

Matthew SmithSeptember 28, 2021

Sustainability Digital – Sept 2021

Finding alpha: Church Commissioners outperform

The £9.2 billion portfolio managed for the Church Commissioners for England has returned 9.7 per cent over 10 years through a focus on sustainability and a willingness to try things early, such as forestry and venture capital. Amanda White spoke to CIO Tom Joy about where the fund looks for alpha and the need for a non-traditional allocation.

Amanda WhiteAugust 3, 2021

Asset Allocation

UMR will add to private assets, more

France’s Union Mutualiste Retraite is planning slight increases to its allocation to cash, private equity, private debt and infrastructure, in the face of high valuations and the late cycle. The fund has already added to its direct real-estate investments this year and is bracing for incoming regulations.

Sarah RundellNovember 27, 2018

Investor Profile

TRS fuels up for energy surge

The $155 billion Teacher Retirement System of Texas is restoring its target allocation to energy, as experts see favourable conditions due to higher US oil production and continued reliance on fossil fuels. This is at odds with other investors divesting from fossil fuels.

Sarah RundellSeptember 7, 2018

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Sustainability Oxford 2023

The unique challenge of decarbonising real estate as the population grows

Investor Profile

Real assets a haven in likely stagflationary environment

Asset Allocation

‘Get the sensitivities right’: PGIM’s Parikh on allocating to real assets

Sustainability Digital – Sept 2021

Finding alpha: Church Commissioners outperform

Asset Allocation

UMR will add to private assets, more

Investor Profile

TRS fuels up for energy surge

California Public Employees Retirement System (CalPERS)

ABP/APG Asset Management

California State Teachers Retirement System (CalSTRS)

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