Democracy intact: Kotkin

The victory of Joe Biden over Donald Trump in the
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Are Canada’s pension bosses paid too much?

Are Canada’s pension bosses paid too much?

Canada's public pension funds pay their executives huge salaries. But as performance continues to trail benchmarks, salary levels are coming under more scrutiny. Sarah Rundell takes a deep dive into the complex world of how to incentivise and reward pension fund executives.

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Managers eye Brunel’s private markets push

Brunel Pension Partnership, the £31 billion asset manager for 10 local authority pension funds in the United Kingdom, is in the process of allocating to a new cohort of managers across private equity and debt, infrastructure, and unsecured income.

Asset owners fear rising inflation and falling equity valuations

The 2022 annual CIO Sentiment Survey, a collaboration between Top1000funds.com and CaseyQuirk, finds asset owners most concerned about equity valuations and inflation. After three years of fee rises, asset owners are paying less for investments while CIOs in 2022 are also working with a smaller manager roster.

Beyond traditional portfolio construction: incorporating uncertainty

Incorporating uncertainty into the asset allocation process is a complicated but essential ingredient of building portfolio resilience, something investors are valuing more than ever in an environment where inflation, geopolitical and climate risks dominate. GIC and BlackRock have both developed asset allocation frameworks that incorporate investors’ aversion for uncertainty.

War in Ukraine threatens net zero targets

The UK's BT Pension Scheme's CIO Wyn Francis reflects on the pressure war in Ukraine will put on investors net zero targets.

Performance variation impacts treatment of infrastructure: PGIM

Historical performance and cash flow characteristics differ enormously among infrastructure asset sectors, and even between assets of the same sector, says the vice president of PGIM IAS’ private assets research program. But scarcity of data makes infrastructure performance notoriously hard to study.

SWIB’s priorities in a tougher investment landscape

Edwin Denson, executive director and CIO at State of Wisconsin Investment Board talks to Top1000funds about changes in investment strategy, noting that active management, and the need to take on more risk for the same return are guiding principles.  

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