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
FIS Stanford 2024
Machine learning ‘overcoming key challenges’ in stock picking
Once regarded as a black-box approach to supporting asset management, AI and machine learning is becoming increasingly effective and transparent, now more of a "crystal box" and a useful tool for stock-picking and explaining performance attribution to clients, the Fiduciary Investors Symposium at Stanford University has heard.
Prashant MehraSeptember 19, 2024
Investor Profile
Why AP4 has decided to integrate Scope 3 emissions across equities
Swedish buffer fund AP4 has begun integrating Scope 3 into its systematic equity allocation, convinced a company's up and downstream emissions data signposts the green winners of the future.
Sarah RundellSeptember 12, 2024
Featured Story
APG: The AI boom might have peaked
Thijs Knaap, chief economist at APG, shares his observations of the AI boom and one of Wall Street’s most closely watched companies.
Sarah RundellSeptember 12, 2024
Decisions to Enable Net Zero Investing
How Investors Are Assessing the Future Cost of Climate Change Risk
The impact of climate change on investing presents a big challenge. Learn how investors are tackling the risk. When people envisage the impacts of climate change risk, they tend to picture the physical risks: soaring temperatures, rising seas, failing crops, species loss, hunger and strife. Sponsored Content
CFA InstituteSeptember 11, 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