I speak with my a great voice of independent research in London on the topics of using alternative data for FX and macro research for quantitative strategies. We talk a lot about Saeed’s well known work in macro-economics, in FX research, as well as his well known and regarded book.
Saeed Amed: The New Age of (data and research) in FX and Macro
Asset Allocation
San Jose Retirement: How risk-on restored returns
Uniquely position in Silicon Valley, the City of San Jose Retirement System is poised to fulfil its 4 per cent target allocation to venture capital. It underscores a bold risk-on strategy that CIO Prabhu Palani has used to transform the fund he joined in 2018.
Sarah RundellJanuary 14, 2025
Featured Story
The stories that helped you do your jobs better in 2024
A look at the topics and subjects our readers found interesting in 2024. Investor Profiles on investment, governance and teams featured highly as asset owners figure out how to navigate an increasingly complex environment.
Amanda WhiteDecember 22, 2024
Technology
Investors spot key AI applications in portfolio management
AI can add value in almost every part of the investment process, including manager selection and monitoring and risk management, providing support in information gathering and analysis, sometimes from non-traditional and hard-to-access data sources, according to a new CFA Institute Research and Policy Center report.
Darcy SongDecember 19, 2024
Featured Story
ADIA builds out AI investment expertise to capture opportunities of future
ADIA has significantly increased its focus on technology and the use of AI, building out a quant research and development team of more than 100 people, and launching ADIA Lab which engages in applied research in data science, artificial intelligence, machine learning, and high-performance and quantum computing.
Sarah RundellDecember 19, 2024
Technology
Can artificial intelligence (AI) help stewardship resourcing?
Jessica Gao, associate director of research at the Thinking Ahead Institute, outlines how asset owners can use AI to solve a growing resource gap in stewardship activities.
Jessica GaoDecember 19, 2024
Featured Story
Can global funds managers meet universal ownership demands of clients?
Elizabeth Corley, chair of Schroders plc and Impact Investing Institute, sees global fund managers approaching a crossroads, where divergent regulation on sustainability issues will make it difficult to satisfy asset owner demands for systems thinking and universal ownership.
Amanda WhiteDecember 18, 2024
Featured Story
Why Norges Bank leads the world in transparency
Norges Bank has taken the top spot again in the Global Pension Transparency Benchmark. But perhaps even more extraordinary than the consistency and continuous improvement, this year the fund was awarded a perfect score of 100. Amanda White spoke to CEO Nicolai Tangen on how the fund improved transparency.
Amanda WhiteDecember 17, 2024