Editor of the Financial Analysts Journal and chair of Ennis Knupp & Associates, Richard Ennis, believes contemporary asset allocation schemes are becoming unwieldy for many decision makers because of the proliferation and splintering of investment categories, and advocates an approach that relies more on empirical evidence than on assumptions or intuition.
As concerns in private credit mount, Colorado PERA CIO and COO Amy McGarrity says the pension fund isn’t seeing any strains in its growing allocation to the asset class, arguing that long-term investors are shielded from the risks because they can lock up their capital to weather market cycles.
Japan's GPIF feels the heat of see-sawing global equity markets in its latest quarterly results while the latest annual review reveals a shakeup in global active equity allocations in search of more manager diversification.
San Bernardino County Employees’ Retirement Association, SBCERA, plans to increase its exposure to US equity in preparation for de-globalization trends. Sarah Rundell talks to CIO, Donald Pierce about asset allocation and the fund’s ‘informed rebalancing’ program.
Today’s challenging climate has led diversified investors like GIC, Singapore's sovereign wealth fund, to explore different approaches to portfolio construction to build resilience. Grace Qiu and Ding Li, both senior vice presidents in total portfolio policy and allocation at GIC discuss their new research.
Investing in private credit brings income and supports capital preservation, but as more investors enter the asset class, competition for assets is set to heat up. Investors from South Carolina Retirement Systems Investment Commission, Investment Management Corporation of Ontario and Ohio School Employees Retirement System explain their approaches.
In a wide-ranging session at the Fiduciary Investors Symposium at Chicago Booth School of Business investment executives from HOOPP, CalSTRS, USS and Cbus reflect on the need for strong governance in the current climate, diversification and liquidity.
Investors should shape strategies that protect against the downside, said Jeff Gardner, senior portfolio strategist, Bridgewater Associates. Speaking at the Fiduciary Investors Symposium at the Chicago Booth School of Business, he said that investors should prioritise protecting against losses in the current environment: increasing returns can be additive to long-term wealth, but missing the big
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