PGGM: Impact begins at home

As PGGM, the asset manager for the €237.8 b
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Asset Owner:PGGM / PFZW

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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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NBIM on AI cultural and organisational integration

By the evening of August 7, the same day GPT-5 was launched by Open AI, NBIM had it available to the entire organisation in a secure and scalable way. Joined on stage by CEO Nicolai Tangen at this year's Arendalsuka, the team behind AI integration explains their aggressive approach.

Dynamic allocation earns alpha: CalSTRS’ one fund approach pays off

In an interview with Top1000funds.com, CalSTRS chief investment officer Scott Chan says the one fund approach has already started to produce alpha. Sarah Rundell looks at the drivers of success including the ability to move more dynamically and cross-asset class collaboration to take advantage of opportunities.

SWIB: Why real estate investors are still talking about the pandemic

The State of Wisconsin Investment Board's head of real estate Jason Rothenberg shares his views on how to address the enduring challenges for office investors. It involves a building-by-building investment approach to avoid assets at risk of conversion or demolition.

APG’s infra ramp-up: APAC markets in focus

APG Asset Management, Europe’s largest pension investor, is set to double its global infrastructure allocation in the next five years and is stepping up its push into infrastructure assets in the Asia Pacific with a focus on Australia, India and Southeast Asia and opportunistic investments in Japan and Korea.

BCI: A masterclass in private debt

British Columbia Investment Management Corporation has been investing in private debt since 2018. Global head of public markets Daniel Garant, whose team oversees private debt, articulates the secrets of success at a time of fierce competition for returns as more investors pile into the asset class, tightening credit spreads.

A rock and a hard place: GEPF on the challenges of transitioning coal

Reducing exposure to the risk in coal is particularly challenging for South Africa’s $122 billion Government Employees Pension Fund. ESG manager Belaina Negash explains the complexities due to the industry's tie with the economy and the fund's transition framework.

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