There are three major behavioural shifts occurring among investors that will have significant impact on asset allocation in the next 10 years, according to a year-long study by global head of research at State Street’s Center for Applied Research, Suzanne Duncan. An increase in investor sophistication, re-evaluation of the risk/return trade-off and more discernment over
A week-long Board Effectiveness Program with peers from around the globe, including those from Canada’s HOOPP and Denmark’s ATP, has given AIMCo board member, Andrea Rosen, a new perspective on best practice. In a business environment where most people are working harder, multi-skilling, facing lower-than-necessary resourcing, staffing and margins, a week-long course could be viewed
Using a fund of funds enabled the Future Fund to build a large exposure to hedge funds quickly during the global financial crisis.
A retirement solution that focuses on outcomes and is customised for each participant cannot be met by existing defined-contribution designs, according to Nobel Prize-winning economist, Robert Merton, who advocates a “next-generation DC solution”. Merton, who is the Massachusetts Institute of Technology Sloan School of Management’s distinguished professor of finance and resident scientist at Dimensional Fund
CalPERS aims to increase its total-portfolio risk oversight, as well as move towards more dynamic asset allocation as the fund attempts to overhaul its investment decision-making processes. This week the fund released a two-year business plan that aims to implement a risk-based dynamic asset-allocation approach by June 2014. It is the first time the $238.2-billion
Anyone who thought ESG was a passing fad can think again. The announcement this week that Mercer, which has led the consulting industry on standalone ESG ratings, will now integrate those factors across its ratings process has cemented ESG as an important investment risk and return consideration. The consultant rates more than 20,000 investment strategies
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