In this episode, Alex Proimos, head of domestic content, Conexus Financial, chats with Rob Pruguel, principal consultant at Callidum Investment Research, about vulnerability as we restart the global economy, consolidation with superannuation and how bigger isn’t always better.
Rob Prugue: Global perspectives and systemic risk in superannuation
Featured Story
APAC strategies: Why active management pays
In a region as diverse as Asia investors can lean in and take advantage of inefficiencies and inconsistencies around growth, central bank policy and diverse regulatory regimes; and asset owners in the region are increasingly finding active management, across all asset classes, optimises returns and reduces risk. Top1000funds.com investigates.
Sarah RundellNovember 13, 2024
Global Pension Transparency Benchmark
Benchmark proves scrutiny on disclosure drives transparency improvements
Now in its fourth iteration, the Global Pension Transparency Benchmark shows that ongoing scrutiny of cost, governance, performance and responsible investing disclosures drives greater fund transparency.
Amanda WhiteNovember 7, 2024
Investor Profile
How an iterative strategy shapes success at Baylor university endowment
David Morehead, chief investment officer of Baylor University endowment in Texas explains why he's concerned about too much diversification and why the rewards of interest rate cuts will be most keenly felt in small cap equities.
Sarah RundellNovember 7, 2024
InFocus
Making better decisions faster: AI makes its impact felt on investing
Making more accurate predictions is the key to investing successfully. AI is a tool well suited to this task, and while it’s already proving its worth in practice and even as major pension fund investors continue to roll it out, they recommend caution and setting out clear use cases.
Simon HoyleNovember 6, 2024
Opinion
Piecing together the impact investing puzzle
Ben Thornley, co-founder at Tideline, looks at how value creation practices bring a manager’s impact credentials into sharper focus, the strong positive correlation between impact and financial performance, and the role of allocators in incentivizing and enabling managers to deliver impact value.
Ben ThornleyNovember 5, 2024
Investor Profile
PUBLICA builds alternatives through partnerships
In the latest development of its private market portfolio, Swiss pension fund PUBLICA is investing in infrastructure equity in a partnership with three other Swiss pension funds and Dutch pension investor APG.
Sarah RundellNovember 5, 2024
Investor Profile
Divestment and impact: Detailhandel pioneers participant engagement
Dutch fund Detailhandel takes participant engagement to a new level as it begins to integrate feedback and preferences from a three day beneficiary forum into investment strategy.
Sarah RundellOctober 31, 2024