The pace of change in AI models poses a significant challenge to the due diligence frameworks employed by asset owners, whose own ability to adapt is being outstripped by the technological advancements they’re being asked to assess.
APG’s chief economist Thijs Knaap and senior strategist Charles Kalshoven lay out the case for not investing in crypto. They find that only an expected return of 25% pa would make it worthwhile and even then there’s no cashflows. They argue pension funds can afford to ignore this asset.
“Horrible” sentiment towards technology stocks is dragging down the value of some of the “best business models on the planet,” experts say.
Asset owners are increasingly looking to technology to more effectively manage complex multi-asset portfolios, enhance returns and better inform risk management decisions. Top1000funds.com looks at how technology is being used by asset owners including LACERA and REST, and the insights of BCIMCo's chief technology officer, Tony Payne.
Singapore's investment company Temasek's is at the forefront of blockchain investment. Pradyumna Agrawal explains why going early and deep in tech investment is a sweet spot, encapsulated in the giant investor founding and building tech companies from scratch.
Pension funds positioning for growth should prioritise building technological capacity according to chair of Alberta Investment Management Company Mark Wiseman who led CPPIB through a significant growth period.
Technologies that have decimated and transformed the retail and manufacturing sectors are finally ‘knocking at the doors’ of the services sector, and institutional investors need to build a higher level of technology education among in-house sector specialists to stay ahead of the curve, argues Taimur Hyat, chief operating officer at PGIM, the investment management business of Prudential based in New Jersey.
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