What a brief encounter with Elon Musk taught me about the limits of capitalism

In 2013, on the sidelines of the Milken Conferenc
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The future belongs to investors who can adapt

The future belongs to investors who can adapt

Canada's HOOPP has officially adopted the total portfolio approach since the start of 2026. Unpacking the move, the fund's managing director and head of total portfolio group Jacky Lee writes that while the approach doesn't magically make the return better, the fact that it frees the investment team from outdated processes and gives investment leaders the flexibility to act is what gives it an edge.

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Toward an infrastructure asset class

EDHECinfra proposes industry standard benchmarks for infrastructure, based on a framework for measuring risk-adjusted performance and the results from its survey of investors.

Insurance-linked securities spruiked

Insurance-linked securities should have a larger weighting in many investors’ portfolios, Mercer advises, as last year’s hurricanes and other natural disasters are driving up premiums.

Europe sets stage for ESG reform

The High-Level Expert Group has carefully prepared a view of the changes needed to make capital markets sustainable. The report establishes a reform agenda that the PRI backs wholeheartedly.

Bottom-up gets two thumbs down

A pair of researchers cite studies to argue that the ‘bottom-up’ method of constructing multi-factor portfolios reduces transparency and adds complexity, with no visible benefit.

CFA Institute defends curriculum

In a recent article for top1000funds.com, Keith Ambachtsheer called the CFA Institute’s curriculum outdated and short on future focus. The institute argues that he should look again.

Mercer’s four themes for 2018

Mercer delves into central bank policy, geopolitics, macroeconomics and sustainability to kick off four discussions investors need to have as they prepare for a more changeable year ahead.

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