Markowitz has plan for gaining insights into complex instrument
At the age of 82, modern portfolio theorist, Harry Markowitz still has a lot to say about the state of play in investment management.
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Asia and South America focus for SWFs
Sovereign wealth funds (SWFs), with assets of about US$5 trillion, see Brazil, China and areas of Central America as the most attractive geographical regions for investment, while 70 per cent plan to increase their allocations to equity markets in the second half of the year, according to new research by Financial Dynamics International (FDI).
Endowments need to think short term to counteract GFC
Endowments and foundations need to adapt their investment policies to incorporate more short-term alterations as a way to meet liquidity challenges presented by the global financial crisis, according to new research by Russell Investments.
CalSTRS to vote on tactical asset shift, new “innovation portfolio”
The US$161 billion California State Teachers’ Retirement System (CalSTRS) is set to vote next week on a proposal which would see $6 billion tactically invested in the debt markets, as well as the conception of a new “innovation portfolio”.
Danish fund allocating tactically to capture opportunities
One of Denmark’s largest industry funds, PensionDanmark is embracing the opportunities presented in the current climate, and has increased allocations to credit. Amanda White spoke to the fund’s CEO, Torben Pedersen, about its investment strategy. Torben Pedersen, chief executive of PensionDanmark, is upbeat, and perhaps a little opportunistic. While on paper, the fund is sceptical
10-point plan for employers and trustees of defined contribution pension plans
Defined contribution company plans began 2009 on the heels of a bruising year. The significant decline in capital markets coupled with extreme investment volatility raises many issues for companies with DC plans. There are numerous issues employers/plan trustees need to address when reviewing their plans this year. These range from the plan’s governance to the
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