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Investor Profile

The challenge of asset owners top-down bottom-up alignment with managers

For pension funds with a large roster of external managers, balancing the integration of top-down strategy with managers’ bottom-up implementation is one of the most challenging tasks says Mark Walker, CIO of Coal Pension. The key is to ensure external managers truly understand the strategic goals for the allocation.

Sarah RundellJanuary 31, 2023

Utah Retirement Systems: Why ESG is a waste of time

Sarah RundellJanuary 26, 2023

Investor Profile

Switzerland’s Publica hit by equity fixed income correlation

Sarah RundellJanuary 24, 2023

Investor Profile

NYCRS readies to allocate more to private markets

Sarah RundellJanuary 19, 2023

Research

WEF lays out global risks ahead: Cost of living and climate dominate

Callum JonesJanuary 18, 2023

Asset Allocation

Why private debt is pivotal to Queensland Investment Corporation

Queensland Investment Corporation's (QIC) CIO of State Investments, Allison Hill, explains why private debt is a crucial part of the portfolio.

Glenda KorporaalJanuary 17, 2023

Investor Profile

Wellcome Trust: Hedge funds, property and low allocation to equity delivers

Allocations to property, some hedge funds and holding most of its assets in currencies other than sterling, helped Wellcome Trust withstand the impact of last year's simultaneous decline in prices in equities, government bonds and corporate credit on a scale not seen for many years.

Sarah RundellJanuary 17, 2023

Investor Profile

After the horror of 2022, UTIMCO says asset classes set to do well

It’s possible that a traditional 60:40 passive portfolio could get close to a target return of 7-8 per cent this year in a trajectory not seen for the last 12 years, according to Rich Hall, CIO of $65 billion University of Texas endowment.

Sarah RundellJanuary 12, 2023

Sustainability

Active, in-house and sustainability: The driving factors at AP3

AP3’s ability to actively benefit from volatile markets is rooted in a reform process undertaken by CIO Pablo Bernengo, replacing decade-old, separate alpha and beta allocations with a traditional asset class structures but avoiding silos. Active risk and sustainability go hand in hand, he says, and is a 2023 focus.

Sarah RundellJanuary 10, 2023

Featured Story

Investment industry needs to rethink strategy: Future Fund CEO

Persistently challenging market conditions driven by stagflation, uncertainty and volatility, the response to climate change and populism increasingly shaping government decisions, mean 60:40 needs a re-think according to Raphael Arndt, chief executive of the A$240 billion Future Fund.

Glenda KorporaalJanuary 10, 2023

Uncategorised posts

OECD flags enduring obstacles to illiquid investment

A recent OECD report argues that pension funds have a vital role to play in helping finance the COVID recovery in areas like infrastructure and SME investment. Yet it also warns of pension funds’ limitations when it comes to investing in illiquid assets, and the risks.

Sarah RundellJanuary 5, 2023

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