Informed rebalancing is untapped alpha
The case of three asset owners which have successfully added value through strategic tilting or informed rebalancing, shows how this could be applied by other asset owners to add alpha.
Chicago Teachers leans into diverse managers; exceeds targets
Chicago Teachers is bullish on allocating to diverse managers, more than doubling its target allocation to more than half of the fund's AUM. Its CIO explains how the strategy adds value through access to differentiated strategies and competitive fee structures.
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Pioneering Dutch fund builds SDG index
The €21 billion Dutch pension fund, Detailhandel, is the first pension fund to incorporate SDGs into a simple developed market index.
Strategic tilting adds value at NZ Super
Strategic tilting has added 1.1 per cent, or NZ$3 billion, to the New Zealand Super Fund’s reference portfolio over the past 10 years, David Iverson, head of asset allocation at the NZ$41 billion fund says. This is way above the expected return from the program which was set at around 40 basis points.
Oregon’s real estate revamp
Oregon State Treasury has de-risked its $12 billion real estate allocation, moving away from closed end, private equity-style investment and its associated inherent cyclical risk and total return focus. Building in more liquidity and transparency, reduced volatility and lowered fees via evergreen manager partnerships in separate account and open-end fund structures.
Investors mull UK equity tilt on Brexit
Senior investment director on Cambridge Associates' global investment research team, Michael Salerno, analyses the impact of Brexit on UK equities, the British pound and tactical asset allocation.
Geopolitics: portfolio implications
For most investors recognising whether geopolitical tensions are a short term blip, or a long-term systemic shift is key to understanding how those risks inform investment decisions. Amanda White spoke to investors about the impact of geopolitical risk on their portfolios.
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