Investment professionals from pension funds, endowments and family offices in the UK and Europe were brought together for an investment think-tank with leading academics from London Business School and Cambridge University to discuss the latest investment thinking and application to institutional investors’ portfolios.
The academics presented to the investors who then discussed the outtakes and the implications of the lectures with their peers via roundtable discussion.
The highly interactive format, expertly facilitated by Conexus Financial and conexust1f.flywheelstaging.com with sponsorship support from Winton, allowed for the fusion of academic thinking and investment best practice, giving investors an edge in their decision making.
The presentations were:
• Investing in financial assets for the long term, presented by Elroy Dimson
• Hedge fund factors and extracting absolute returns, presented by Narayan Naik
• Incorporating lessons of financial history into investment practice, presented by David Chambers
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London investment think-tank
Cambridge, David Chambers, Elroy Dimson, Investment Think Tank London, London Business School, London investment think-tank, Narayan Naik, Winton
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Nest favours institutional-first managers as retail exodus pressures private credit
Nest, the largest workplace pension in the UK, says that private credit managers who prioritise institutional clients will be more favourably viewed. The £61 billion ($82 billion) fund has awarded a £450 million ($605 million) US direct lending mandate to Crescent Capital this month, citing the manager's institutional-client-first approach as a key attraction.
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Texas’ ERS eyes hedge fund start-ups
The Employees Retirement System of Texas is looking to allocate more capital to start-up hedge funds and take ownership stakes after backing Cinctive Capital Management in New York.
Is factor investing still working?
A large number of long-only multi-factor strategies have performed disappointingly over the past three years. Some have called into question the usefulness of solutions based on factor diversification but recent research by EDHEC suggests this doesn’t hold up against an even remotely serious investigation.
Future Fund searches for VC managers
Australia’s sovereign wealth fund is looking to partner with top managers to find value in the rapidly-changing venture capital market but warned that the intense competition for assets makes closing deals difficult.
Asset owners demand more ESG from GPs
ESG is a core expectation of LPs in assessing private equity managers, and some asset owners including AP2 are willing to forego opportunities if a manager is not transparent on ESG, a panel at PRI in Person discussed.
Responsible FI promotes good markets
Responsible investment has assumed an increasingly central role in fixed income portfolios and in the experience of Jørgen Krog Sæbø CIO, fixed income, and Lars Tronsgaard deputy managing director at Folketrygdfondet, which manages the Government Pension Fund Norway, one part of Norway’s Government Pension Fund, adopting a responsible investment focus builds more integrated understanding and deeper insight into companies.
South Carolina ramps up PE
The $31.3 billion South Carolina Retirement System Investment Commission has launched a co-investment private equity program in a bid to reduce risk and enhance returns. Partnering with Chicago-headquartered GCM Grosvenor, RSIC will tap Grosvenor’s own private equity deal flow, as well as introductions to the manager’s GP network.
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