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.
MSCI ESG Research has seen growing demand from institutional investors for data on tax-related risk. In response, it has added data such as geographic revenue transparency to its ratings.
Ilmarinen CIO Mikko Mursula looks to shrink its holdings in bonds while adding real estate and equity away from Europe, as the fund seeks protection from potential interest rate moves.
UK multi-employer fund pushes for better returns in fixed income with an active global high-yield bond fund, while stressing ESG principles and long-term relationships with asset managers.
Malaysia’s KWAP fund for public officials will further diversify its asset allocation in the year ahead, increasing investment in alternatives; it will also continue to pursue sharia compliance.
The giant Danish fund, ATP, now views the return-seeking part of its investment portfolio through four risk sectors, allowing an easy comparison of investments across asset classes.
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