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.
Sweden’s SPP Livförsäkring is shifting its allocation in favour of more illiquid assets, and alternative risk premia, to escape enduring low interest rates.
The Future Fund portfolio has material exposure to two asset classes out of favour with many long-term investors. Chief investment officer, Raphael Arndt, explains why.
Ireland's Strategic Investment Fund will play to its strengths in evolving a strategy to invest a further €5.6 billion across the capital structure and for the long term.
Publica, one of Switzerland’s largest investors, is reallocating assets away from government bonds into real assets as it dynamically adjusts asset allocation due to macro-economic instability.
To better manage downside risk, the second-largest UK local government pension scheme has a plan to gradually alter its equity allocation.
The $2 trillion Australian superannuation industry continues to evolve, with the move to collective defined contribution the latest product innovation for pension funds. While the industry is largely defined contribution, it hasn’t been good at providing retirement income products. Now, a number of Australian funds that have had both defined benefit and defined contribution plan
Top1000funds.com is the market leading news and analysis site for the world’s largest institutional investors. It focuses on leading the global investment industry to continuous improvement through case studies of best practice in governance and decision making, portfolio construction and efficient portfolio management, fees and costs, and sustainable investing.
The publication pushes the industry to question whether status quo processes and behaviours to tackle risks and opportunities will be sufficient in the future, and actively campaigns for diversity, sustainability, transparency, innovation and better alignment of fees in the investment industry.
Top1000funds.com is read by investment professionals in more than 40 countries.
Leave a Comment
You must be logged in to post a comment.
Login