ESG: Engagement, stock picking and investment team expertise key at AP4

AP4, the SEK 459.1 billion ($41.4 billion) Swedish
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Asset Owner:AP Fonden 4 (AP4)

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Highlights video | Stephen Kotkin

Highlights video | Stephen Kotkin

Few forces are reshaping institutional portfolios Continue Reading Access the full content on Top1000funds.com Join the global institutional investment platform read by the world's largest asset owners, fund managers and consultants. New here Create an account Complimentary to register. We'll verify your details and grant access to the archive, our newsletters and the Asset Owner

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APG takes the lead on AI

APG is one of the few large asset owners putting AI to work effectively in its investment process. Amanda White looks at how it is integrating machine learning and more to enhance decisions.

Merton on fintech, retirement, more

Active managers need to be dynamic and fintech can’t do it all. Those are among the insights Nobel laureate Robert Merton revealed in an exclusive interview with top1000funds.com. Click to listen

Asset owners rethink private equity

As structural shifts in the asset class have reduced persistence and returns, even long-time players have had to re-think strategy. So how have they adapted?

Private equity persistence slips

Private equity is undergoing a structural change – with persistence and performance waning – but co-investment may not be the panacea, MIT’s Antoinette Schoar discovers.

Time for a globalisation rethink?

There is growing recognition that globalisation has a downside. But whether they are mitigated, or continue on the current course, investors should be looking to safeguard their portfolios.

Factors aid manager selection

Investors, including the $194 billion State Board of Administration of Florida (SBA), are using factor analysis to decompose returns, select active managers and negotiate fees.

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