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Financial professionals should leverage

Financial professionals must learn to leverage disruption so that it can be used to clearly establish our purpose and our value to our clients and our investors. CFA Institute's CEO Paul Smith argues we should not fear it, nor should we fight it.

Oregon makes fees work

The $77. 3 billion Oregon Public Employee Retirement Fund has continued to achieve top decile returns at the same time as de-risking and reconstituting half its giant portfolio.
Organisational Design

How to build innovation

Innovation is more important than ever given the uncertain and ambiguous times that lie ahead for institutional investors like climate change, political dysfunction and poor returns. “Returns can only come from an ecosystem that works and we need innovation to do this,” said Roger Urwin, global head of investment content, Willis Towers Watson speaking at the Fiduciary Investors Symposium at Cambridge University.

Future Fund appoints third deputy CIO

The Future Fund has appointed Sue Brake to the role of deputy CIO, portfolio strategy as part of the revamp of the $145 billion sovereign wealth fund’s investment team. She joins Wendy Norris deputy CIO for private markets and David George who is deputy CIO for public markets.

More investors mull outsourcing CIO

Last year, America Red Cross shut its investment office and handed over the keys of its $3 billion investment portfolio to Cambridge Associates. More pensions and endowments will do the same, argues new research from Cerulli Associates.