APAC’s mega trends: The investors positioning for the future

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APAC strategies: Why active management pays

In a region as diverse as Asia investors can lean in and take advantage of inefficiencies and inconsistencies around growth, central bank policy and diverse regulatory regimes; and asset owners in the region are increasingly finding active management, across all asset classes, optimises returns and reduces risk. Top1000funds.com investigates.

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Opportunities in APAC: Diverse and dynamic

The list of reasons to invest in APAC is compelling and institutional investors in the region are increasingly tapping the opportunities. Top1000funds.com looks at the different levels of income, volatility, efficiency and ultimately returns across the region.

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New Jersey’s $85 billion fund stockpiles cash, eyes PE secondaries

New Jersey’s $85 billion fund stockpiles cash, eyes PE secondaries

An underweight position across private markets, predicated on a view that geopolitics and inflation mean interest rates are not coming down any time soon, has positioned the New Jersey Division of Investment with plenty of dry powder and a cash position four times the policy allocation. It is now readying for opportunities in private equity secondaries and with emerging managers. Chief investment officer Shoaib Khan spoke to Top1000funds.com.

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Alpha alone does not pay pensions – total returns do

Pension fund members in retirement want the sustainability of pension payments. OPTrust chief investment officer James Davis told the Top1000Funds Fiduciary Investors Symposium that a total portfolio approach is the best way to do that, and has been on a journey towards delivering it for the past 10 years.

Long-term investors can help break VC’s short-term trap

The short-term investment focus of venture capital investors and the withdrawal of government funding are opening the door to asset owners as providers of patient, long-term capital to fill an investment void, the Top1000funds.com Fiduciary Investors Symposium has heard.

TPA is in the eye of the beholder

Total portfolio approach is not a method, it’s a mindset, according to University of Toronto finance Professor Redouane Elkamhi. Also a senior advisor to HOOPP, Elkamhi said he would summarise TPA in one sentence: "How to be prepared for different market conditions."

Federal threats undermine Massachusetts’ edge, warns state treasurer

Massachusetts treasurer Deborah Goldberg warned that the state’s key strengths – including its higher education institutions and progressive social policies – are being targeted by the federal administration. She urged support from investors as federal funding for innovations and research wanes.

What it means if ‘DNA is not destiny’

Geneticist David Sinclair says aging is a disease and it is preventable and treatable. He told the Fiduciary Investors Symposium that research demonstrates we can slow down or even reverse the aging process. It sounds like good news, but the consequences for society and the investment community are profound. 

Investors reflect on whether active managers can escape the Magnificent 7

Active managers has been under stress for several years due to lukewarm performance commonly attributed to the rise and rise of large cap technology stocks and passive investing. However, investors at the Top1000funds.com Fiduciary Investors Symposium concluded that the root cause of that stress might be more complicated.

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