The shock of asset class correlations going to one during the global crisis has prompted new ways to look at asset allocation among institutional investors and managers, which have started to drill down into the risk factors driving markets.
Problems beings faced by banks in Spain, Portugal and Greece should not unduly worry investors in the general leveraged loan market in the UK and Europe, according to at least one experienced fund manager.
A funds management fee which starts from a low base but ratchets up or down annually according to performance since mandate inception has been floated by Mercer as an alternative fee model.
The $141.8 billion Florida State Board of Administration has finalised a list of six timber managers, as it moves towards allocating capital to the timber asset class, as part of its strategic investments allocation.
Asset allocation has bumped alternative investments as the top investment issue for Canadian defined benefit pension plans, but asset-liability matching will take the cake in the next three years, according to a study by Towers Watson.
Capitalising on opportunities arising from the financial crisis, including savvy private equity, real estate, infrastructure and private debt deals, marked a successful fiscal year for the Canadian Pension Plan Investment Board which recorded one of its highest ever annual returns.
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