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.
CIO of the A$60.4 billion ($46 billion) Victorian Funds Management Corporation, Russell Clarke, discusses adopting centralised portfolio management as part of a quest for continuous improvement.
Staying fully funded is priority for the C$20 billion OPTrust, reflected in everything from the name of its annual report to its scaling down of equities, to manoeuvring for high-yield debt.
The $204 billion Florida State Board of Administration has decided today's market is overpriced and is unloading private equity and real estate to re-deploy capital for higher long-term yields.
HESTA's CIO Sonya Sawtell-Rickson and Willis Towers Watson’s Roger Urwin are guiding a transformation at the fund, including adopting a total portfolio approach and planning an innovation lab.
Canada's AIMCo is pushing innovation further, taking ownership stakes in energy groups and hedge funds, and going after private equity with renewed gusto.
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