The Abu Dhabi Investment Authority is introducing more technology in its own internal processes and is determined to become a more active - and reactive - investor. The fund’s decision to invest more in its own in-house technology came with the realisation that a slow down in its capacity to generate alpha was linked to a lack of investment in big data and AI.
At US pension fund CalPERS' board meeting next week, the investment team hope to settle on a new discount rate and begin structuring a strategic asset allocation to support it. Leverage will be a key component of the fund's new approach.
Investing in mega trends like technology, demographics and sustainability involves abandoning the benchmark in the ultimate active portfolio.
As the demise of the office component in real estate allocations continues investors are favouring data centres, warehousing and low cost accommodation.
More investors are moving into private credit. Opportunities from the pandemic are far from over and the asset class is proving an important allocation in a wider, simplified fixed income portfolio. Investors at FIS Digital discuss their allocations and approaches.
Blockchain technology will open up illiquid assets, like real estate, to new investors in what could be the greatest disruption ahead. Franklin Templeton's Jenny Johnson explains how the asset manager is ensuring it taps the new opportunity.
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