Lower management fees and higher returns defined the latest selection process at the Swedish Fund Selection Agency in its latest awarding of active global equity mandates to 12 managers, its largest and most ambitious €20 billion ($23 billion) procurement so far.
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.
Making your team a psychological safe zone for disagreement and diverse opinions is a step in the right direction to making better team decisions. So what does a psychological safe zone look like?
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.
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.
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.
Progressive-minded asset owners could do well to unbundle their consulting dollars and fill the intellectual gap in the institutional marketplace around niche opportunities, and potential sources of alpha, by sourcing independent research ideas and due diligence.
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