Japan’s Noritz fund talks asset manager gripes and why comparisons are bad

Japan’s Noritz Pension Fund, the 25.4 billion ye
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LPPI: Keeping AI risk in check

LPPI: Keeping AI risk in check

As the risk of an AI bubble grows, LPPI's Richard Tomlinson reflects on how the LGPS pool manages and measures AI exposure. In an interview with Top1000funds.com, he also explains how he has been moulding the fund's investment structure to be fit for a post-LGPS reform future.

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AP2 returns active Chinese equities back to quant

AP2, Sweden’s SEK 400 billion ($38.8 billion) buffer fund, recently divested its allocation to three Chinese asset managers overseeing an allocation to China A shares despite spending many years carefully building up the successful stock picking portfolio.

Oregon’s core real estate revamp pays off

A large allocation to core real estate and separately-managed accounts, which have improved alignment and allowed significant fee savings, plus a strategic pivot to multi-family and industrial exposure, has all paid off at Oregon.

Brunel’s responsible investment expertise helps cut management fees

Brunel is saving almost four times the costs it incurs thanks to the management fees it is able to negotiate because of its responsible investment expertise. It’s making cost savings of £34 million per year, two years ahead of its initial target of saving £27.8 million a year by 2025.

OPTrust: Why liquidity is central to risk management

As SVB has just discovered - and UK pension funds were sharply reminded last year - every financial crisis is essentially a liquidity crisis. It's why Peter Lindley, president and chief executive of $25 billion OPTrust, one of Canada's largest defined benefit pension plans, puts liquidity management front and centre.

CDPQ’s real estate arm Ivanhoé Cambridge talks agility and evolution

Two thirds of Ivanhoé Cambridge's real estate allocation used to be invested in return-dragging office and retail assets. Now, in a complete reversal, two thirds is invested in logistics and residential real estate alongside a growing allocation to alternative life sciences

HOOPP eyes bonds as source of incredible return once again

Given current levels in real interest rates, real return bonds (namely Canadian government bonds and US Tips) represent an 'incredible' return compared to the underlying risk, Canada's HOOPP plans to build on its exposure.

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