Two-portfolio balancing act
Compenswiss moves assets between two portfolios and has an increasing focus on real estate. It’s all an effort to seek returns while keeping risks down and meeting mandates for liquidity
Velliv reset: More Danish funds lean into low cost DC model
In Denmark’s fiercely competitive commercial pension industry, Velliv was quick to take action with a root-and-branch overhaul of its pension provision when it experienced a drop in returns in the first half of 2024. It sacked its active equity managers and scaled up internal active strategies and low-cost, index-based investments instead, and stopped allocating to its $4.3 billion alternatives allocation. Thor Schultz Christensen, deputy CIO at Velliv, unpacks the change.
Sort content by
NZ Super pares back tilts
New Zealand Super has pulled back its strategic tilting positions for the first time. The fund now sees better opportunities for active risk in unlisted assets such as timber and distressed debt.
Calm under fire; REST’s Brendan Casey
As adept at giving orders as taking them, REST's Brendan Casey juggles his dual careers in military and investment operations with aplomb.
Hedge funds pruned again
The $12.5 billion School Employees Retirement System of Ohio plans to cut its hedge fund allocation, which struggled last year. However, CIO Farouki Majeed says the asset class is bouncing back.
Coal pension burns for cash flow
Coal Pension Trustees Services includes a sizeable allocation to equities and is making a move into illiquid sectors such as shipping assets – ‘floating property’ – to generate cash flow.
A leader inside and out
UniSuper CIO John Pearce has put together an internal team that consistently delivers top-ranked returns. Here, he discusses his investment philosophy and reveals a dominant theme for 2017.
Investor Profile