Asset allocation is an investment strategy that aims to balance risk and reward by apportioning a portfolio’s assets according to an individual’s goals, risk tolerance and investment horizon. The three main asset classes – equities, fixed-income, and cash and equivalents – have different levels of risk and return, so each will behave differently over time.
The past year has seen Cbus Super bolster its team and systems - adding to its internalisation of investments - continue down the journey of fee reduction and deliver the best return of the fund’s 37-year history. Amanda White spoke to CIO, Kristian Fok.
Amanda WhiteJuly 15, 2021
Customised ETFs are the new active management according to Jeb Burns the chief investment officer of MERS of Michigan which is using ETFs for about a third of the fund. Among other things its using ETFs to effectively tilt towards macro themes the team is currently researching.
Amanda WhiteJuly 13, 2021
In just 20 years the Canadian fund PSP Investments has grown from a standing start to more than C$200 billion. As it enters its next five year strategy, Amanda White spoke to CIO Eduard van Gelderen about the next phase of portfolio management and the development of its total portfolio approach including assessing and allocating investments on a sector basis.
Amanda WhiteJune 17, 2021
In October 2020 AIMCo, the C$118 billion Canadian fund appointed its first chief investment strategy officer splitting the investment function between the top down strategy and bottom up implementation responsibilities. Amanda White talks to Amit Prakash about how the new function will add valuable investment insights to clients.
Amanda WhiteJune 8, 2021
Bridgewater’s co-CIO Bob Prince explains the perils of MP3 and suggests investors need to think differently, shaping strategies around cash-flow yields - connecting equity cash flows to stable sources of spending in the economy.
Sarah RundellJune 3, 2021
The Future Fund, Australia’s A$226 billion sovereign wealth fund, has embarked on an ambitious project instigated during the crisis which includes re-examining its investment assumptions, risk tolerance and the way it allocates capital. Amanda White talks to the fund’s new CIO, Sue Brake about where the fund will be allocating in the future including alternatives and active management.
Amanda WhiteMay 17, 2021