In this episode, Alex Proimos, head of institutional content at Investment Magazine, chats with Aaron Minney, head of retirement income research at Challenger, about a range of topics including deaccumulation, sequencing risk and income generation in retirement.
Aaron Minney: Building a retirement mindset, industry innovation and longevity hedging
Investor Profile
Church Commissioners: Managing historic real assets for the future
The jewel in the crown of the Church Commissioners’ portfolio, the London-based asset manager for the historic assets of the Church of England, is its allocation to real assets, which contributes to returns used to support the work and specific needs of the church, alongside clergy pensions.
Sarah RundellSeptember 17, 2024
Technology
How technology plays a central role in CPP’s evolving strategy
Top1000funds.com double clicks on CPP Investments' technology strategy exploring a new user-centric focus on modular design so technology can evolve alongside investments; how in the not too distant future teams will include “non human” intelligence; and how to answer the question of value added from technology deployment.
Amanda WhiteSeptember 9, 2024
Investor Profile
Japan’s Noritz fund talks asset manager gripes and why comparisons are bad
Japan's Noritz Pension Fund combines active management with a large allocation to cash. CIO Kyoshi Iwashina opines on his frustrations with the asset management community, his concerns about ESG and the dangers inherent in comparisons between corporate pension funds.
Sarah RundellSeptember 5, 2024
InFocus
The long and the short of harnessing demographics for better returns
Demographics is destiny, or so the saying goes. As populations grow, and as they move about, there will be investment opportunities that arise from their needs, their activity and their consumption. The trick for investors, however, is working out how long-term trends figure in generating shorter-term investment performance.
Simon HoyleSeptember 4, 2024
Investor Profile
ATP returns hit again by large allocation to bonds
The $102 billion Danish pension fund, ATP, returned just 3 per cent in its return-seeking allocation in the first half of this year, buoyed by its foreign and Danish equity portfolios but pulled down by rising interest rates negatively impacting the large allocation to bonds.
Sarah RundellSeptember 3, 2024
Investor Profile
KLP continues the fight to get Chinese mining companies to change
As growing geopolitical tension and government control has caused some investors to exit China, Norway's $78 billion pension fund KLP has stepped up engagement with Chinese mining companies at risk of breaching labour rights and responsible extraction.
Sarah RundellSeptember 3, 2024
Investor Profile
Alecta doubles down on governance, risk management and culture
Sweden’s largest pension fund, the $126 billion Alecta, has spent much of the last year continuing to work on improving governance, risk management, competence and culture in the wake of a $2 billion loss in 2023 attributable to investments in US regional banks, including Silicon Valley Bank, turning sour.
Sarah RundellAugust 29, 2024