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
Manager Relationships

There is no substitute for due diligence

Ariel Babcock and Matthew LeathermanAugust 10, 2022
Manager Relationships

What long-term looks like: Tips for structuring mandates

Amanda WhiteAugust 2, 2022
Investor Profile

Cbus Super delivers lower fees, higher returns

Amanda WhiteJuly 15, 2021
Sustainability Digital – Sept 2021

Net zero commitments make greenwashing more prolific

Amanda WhiteJuly 5, 2021
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Manager Relationships

How to find manager skill

The crisis has accelerated the industry’s adoption of technology for manager due diligence an area where it has traditionally lagged, according to founder of Inalytics Rick di Mascio who after 30 years in the job knows how to identify manager skill.
Amanda WhiteFebruary 4, 2021
Manager Relationships

RI at core of manager relationships

When leading asset owners work with managers, they incorporate ESG issues into contracts and threaten to terminate relationships due to materialising ESG issues. To help make ESG considerations mainstream in investment management contracts the PRI has released a guide for investors on the manager selection and monitoring process.
Fiona ReynoldsOctober 29, 2020
Investor Profile

Oregon PE revamp shakes off GFC legacy

Oregon Investment Council has committed to investing $3 billion a year in private equity, with the smooth pacing strategy part a response to the fund’s overweight position to poor performing vintages as a result of its allocations before and after the GFC. The investor is also focusing on manager relationships with a focus on accessing new relationships and upsizing the best existing ones; and a new strategy that sees no provider in charge of more than 5 per cent of the portfolio.
Sarah RundellMarch 2, 2020
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