QSuper looks beyond benchmarks in remaking investment strategy

QSuper is re-inventing itself. On the eve of marki
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TfL Pension Fund: A bespoke benchmark in Bridgewater mandate strikes gold

TfL Pension Fund: A bespoke benchmark in Bridgewater mandate strikes gold

Transport for London Pension Fund styled a bespoke benchmark to gold in its Pure Alpha mandate with Bridgewater. It has added hundreds of millions of pounds to the portfolio, says chief investment officer Padmesh Shukla. In a wide-ranging conversation, he also explains the rationale for reducing equity to just 18 per cent of the total fund and why emerging markets aren't offering the diversification or returns they used to.

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Alecta keeps costs low, strategy simple

On the eve of its centenary, Alecta’s head of investment management reflects on the low-cost, Sweden-centric, active in-house strategy which has kept the pension provider on top of its game.

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The total investment costs of AP2 are only 17 basis points, yet the portfolio is described by chief executive, Eva Halvarsson as complex and advanced. So how do they do it?

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