Low-turnover, low-cost quells cap vs equal debate
The debate over cap-weighted or equal-weighted portfolios has been somewhat quelled by the launch of a new strategy by INTECH Investment Management that combines the two approaches.
Conflict in Iran: Investors mute the noise but inflation risk grows
Investors are watching conflict in the Middle East closely as inflationary pressures begin to build beneath the surface. One of the challenges for many investors is reduced exposure to the hedging benefits of fossil fuels in listed, and private markets.
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Profiting from out-of-the-box thinking
A collaborative management and investment approach, as well as being willing to say “I don’t know everything” are important elements to success according to Janet Campagna, chief executive of the former Deutsche-owned quant shop, and women-majority owned firm, QS Investors.
Inaction over Woodside demonstrates complexity for Australian funds
Australia’s first-ever shareholder vote on climate change, put to Woodside Petroleum in April, provided superannuation funds with a prime opportunity to support the sustainability principles that many of them have espoused for years. But at this first hurdle, many crashed and burned, prompting the question: how seriously are funds pursuing sustainability through their investments?
CPPIB launches unique in-house analysis engine
Internalising its portfolio accounting system has given CPPIB full control of its own data for the first time. Capitalising on this advantage, its total portfolio management department is building the capabilities to enable a consistent framework to better manage a broad range of risks across the entire fund, including a unique integrated model of public
Swedish fund goes farming for diversification
The Second Swedish National Pension Fund (AP2) will invest $250 million in a joint venture with a US pension fund and financial services provider to buy farmland in the United States, Brazil and Australia.
Californian funds told to invest in their own backyard
California Treasurer Bill Lockyer (pictured) sent his deputy Steve Coony to a recent CalPERS board meeting to tell the pension fund they needed to do more to invest in their own backyard. Coony shares his views with conexust1f.flywheelstaging.com on how public pension funds can play a greater role in boosting California’s ailing economy.
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