The unique pension fund-owned structure of Industry Funds Management contributed to it winning a large infrastructure mandate from the $144.8 billion CalSTRS, whose risk-based view of the world has it looking for inflation-hedging diversification.
An original Australian pilot project to benchmark asset owners on their management of climate change risk will be expanded globally later in the year.
US institutional investors are discouraged to diversify into offshore shares due to the outcome of a court case which restricts anti-fraud protection. The US case involving the purchase of shares in an Australian bank by Australian investors on an Australian stock exchange has important implications for US institutional investors and their drive to diversify investments
Allocations to alternative investments of the largest seven pension markets globally (P7) have increased by 15 per cent over the past 16 years, according to Towers Watson. Carl Hess, Towers Watson’s global head of investment, says the study reflects two investment themes in the past few years: globalisation and diversification. While alternatives have increased as
The most sustainable 100 companies in the world, as measured by Corporate Knights, outperformed the MSCI by 12.4 per cent since the list’s inception in February 2005, it was announced at Davos last week. From February 1, 2005, to December 31, 2011, the “Global 100 Most Sustainable Corporations” list has achieved a total return of
This paper proposes a unique dynamic portfolio construction framework that improves portfolio performance by adjusting asset allocation in accordance with a forecast market risk. It finds that modifying asset allocation to the market risk barometer offers investors the “promising opportunity” to meaningfully enhance portfolio performance across market environments. To access the paper click below
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