Calming the waters of uncertainty at UK seafarers’ fund

The UK’s £3.3-billion ($5.6-billion) Merchant N
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ART property boss: Investors were wrong to think real estate was easy

ART property boss: Investors were wrong to think real estate was easy

Australian Retirement Trust real estate head Mark Lee says the COVID downturn exposed that treating real estate as an easy asset class was a crucial mistake from investors, and property is not just a “bond replacement with a slightly higher yield”. As the A$20 billion portfolio prepares to double in five years, Lee says future returns will depend increasingly on investors’ ability to “sweat the assets”.

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Edwin Cass: Why CPPIB cut back on emerging markets

CIO of CPP Edwin Cass explains why the opportunity to diversify and generate alpha in emerging markets because of inefficiencies is narrowing. The investor is also looking at the impact of deglobalisation and regional trading blocs in sectors and assets within the countries it invests in.

CalPERS goes big on the green transition

CalPERS, America's largest public pension fund, is more than halfway towards its goal of investing more than $100 billion in climate solutions by 2030, as it aims to grow its sustainable investment team to 20 in the next few months.

Compenswiss pushes evergreen private credit; benefits from internal AI

Liquidity and flexibility are key priorities in Swiss investor Compenswiss' growing allocation to private credit.

NEST reflects on 2024: Timber and thematic equities signpost growth

NEST's chief investment officer Liz Fernando reflects on the investor's key milestones through 2024 and warns that returns will likely be lower ahead.

Can global funds managers meet universal ownership demands of clients?

Elizabeth Corley, chair of Schroders plc and Impact Investing Institute, sees global fund managers approaching a crossroads, where divergent regulation on sustainability issues will make it difficult to satisfy asset owner demands for systems thinking and universal ownership.

Why Norges Bank leads the world in transparency

Norges Bank has taken the top spot again in the Global Pension Transparency Benchmark. But perhaps even more extraordinary than the consistency and continuous improvement, this year the fund was awarded a perfect score of 100. Amanda White spoke to CEO Nicolai Tangen on how the fund improved transparency.

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