South Africa’s EPPF builds resilience in governance-focused strategy

South Africa's EPPF wants to increase its allocati
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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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Beyond traditional asset allocation

Today’s challenging climate has led diversified investors like GIC, Singapore's sovereign wealth fund, to explore different approaches to portfolio construction to build resilience. Grace Qiu and Ding Li, both senior vice presidents in total portfolio policy and allocation at GIC discuss their new research.

$1 trillion funds need new incentives and investment styles: CPP

Funds of enormous scale will require a new cross-disciplinary approach, and innovative incentive and rewards schemes to foster the organisational culture needed, according to chief investment strategist at CPP Investments' Geoff Rubin, as it looks to move beyond a total portfolio approach to a "one fund" approach.

CalPERS gearing up for global push into private markets

Building the expertise for direct investment in global real estate and infrastructure is a priority for the new CIO of the United States’ largest pension fund. Nicole Musicco spoke to Amanda White in an exclusive interview at the Fiduciary Investors Symposium.

Culture, purpose and empowerment pay in the battle for talent

As the battle for talent intensifies, one CIO reflects on the best way to recruit and retain staff; elsewhere investments in dollars and real assets provide ballast in a challenging investment environment.

Canada’s BCI plans to double allocation to private debt

British Columbia Investment Management Corporation, BCI, the $200 billion asset manager for around 30 Canadian pension funds and insurers, is planning to double its private debt allocation. Sarah Rundell spoke to Daniel Garant about the shifts in the portfolio and the focus on active management.

PGGM’s journey to invest for risk, return and impact

The €268 billion Dutch pension provider PGGM is leading its global peers when it comes to shaping 3D portfolios based around risk, return and impact. Piet Klop, head of responsible investment discusses the challenges of investing for outcomes.

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