The benefits of alignment
Funds managers should always be open to ways to improve mechanisms for stronger investor alignment, writes Mercer principal, David Scobie. But there are several factors to consider.
The future belongs to investors who can adapt
Canada's HOOPP has officially adopted the total portfolio approach since the start of 2026. Unpacking the move, the fund's managing director and head of total portfolio group Jacky Lee writes that while the approach doesn't magically make the return better, the fact that it frees the investment team from outdated processes and gives investment leaders the flexibility to act is what gives it an edge.
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Don’t ignore the bigger picture
Given the strong returns of yield-rich asset classes in recent years, caution should be exercised in allowing income-themes to dominate investment allocations. David Scobie of Mercer writes.
Brexit and institutional investors
What are the consequences of the Brexit vote for institutional investors with a long-term horizon? Less than what they might seem, says Stephen Kotkin. But upheaval may be likely all the same.
Ignorance isn’t bliss
In an increasingly complex and inter-connected world, a broader perspective on risk is essential in helping investors navigate an uncertain future, writes Phil Edwards.
Long horizon investors ‘a crazy bunch’
Asset owners should allocate capital where it is productive, which implies knowing where value is created in the real world. Jaap van Dam contemplates what it means to be a long-horizon investor.
Asset owners’ next battle
Asset owners are winning the argument to lower private equity manager fees; their next battle will be about the valuation of private assets.
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