The emerging market story is a puzzle with many pieces. From an overall philosophical standpoint, the demographic and economic shifts are obvious reasons to have a weighting to emerging markets. But the complexity comes into play with the question of how to invest. Investors can consider private equity, property and other direct investments as a
Usually when the $129-billion Ontario Teachers Pension Plan makes a strategic move, the rest of the investing community pays attention. With a 15-per-cent allocation to emerging markets and a strategic plan to increase it to 20 per cent over the next couple of years, OTPP just opened an office in Hong Kong to take advantage
Pension funds or any investor holding a slug of long-term fixed income needs to factor in some capital losses soon, says Princeton academic and former vice president of the Federal Reserve, Alan Blinder. “The timing is difficult to predict, but three or 15 months, it doesn’t matter. It is predictable,” he says. “The unpredictable part
In organisational terms there isn’t a stone unturned at University of Toronto Asset Management (UTAM). The organisation has a new board, new staff, new risk and reporting systems and has restructured its portfolios, including a new policy portfolio. Where previously the assets were managed in a traditional method, with public market assets and alternatives allocated
Even the most successful and well run pension plans are facing underfunding challenges. The $129-billion Ontario Teachers’ Pension Plan is the latest to investigate solutions to solve the mismatch between the pension promise and the funds required to meet that, says Jim Leech, chief executive of the organisation . OTPP has appointed a taskforce – chaired
The Middle East is in a state of dynamic flux, with positive change manifesting itself in the countries going through an economic and financial revolution as much as a political one. Institutional investors from all parts of the world have a role to play in that revolution, according to former US ambassador to Egypt and
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Emerging Markets