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
Asset Classes
London investment think-tank
Cambridge, David Chambers, Elroy Dimson, Investment Think Tank London, London Business School, London investment think-tank, Narayan Naik, Winton
Asset Classes
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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AP4 chief targets yield, alternatives
The new head of Sweden’s AP4, Niklas Ekvall, is seeking opportunities in emerging-market debt and alternative assets, while looking to expand on an already lauded ESG integration.
South Dakota pension’s long view
At the South Dakota Investment Council, the quest for value has led to long-term strategies, contrarian moves in real estate and debt, plus a focus on hiring and retaining young, local talent.
Ericsson picking stocks again
In a move that differentiates it from the herd, the fund for employees of Ericsson, has added active long-only managers for a concentrated equities portfolio of 30-50 shares, shunning passive.
Hedge funds pruned again
The $12.5 billion School Employees Retirement System of Ohio plans to cut its hedge fund allocation, which struggled last year. However, CIO Farouki Majeed says the asset class is bouncing back.
Post-Brexit uncertainty reigns
‘Selective optimism’ in UK real estate, infrastructure and other assets characterises investors across Europe as they scramble to tell the genuine opportunities from fool’s gold following Brexit.
MSCI shines light in tax gap
MSCI ESG Research has seen growing demand from institutional investors for data on tax-related risk. In response, it has added data such as geographic revenue transparency to its ratings.
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