Informed rebalancing is untapped alpha
The case of three asset owners which have successfully added value through strategic tilting or informed rebalancing, shows how this could be applied by other asset owners to add alpha.
MetallRente builds risk return culture
A new fund in Germany combining liquidity, dynamic equity exposure and strong ESG focus is against the mould of the country’s more conservative, insurance-led investment style, and Heribert Karch, managing director of MetallRente which offers the fund, is determined to bring a return-seeking investment culture to Germany.
Japan’s governance conundrum
Japan has been progressive in the development of a stewardship code and a corporate governance code, however to make real impact this requires asset owners need to be more proactive in holding boards and executives of their investee companies accountable.
Financial professionals should leverage
Financial professionals must learn to leverage disruption so that it can be used to clearly establish our purpose and our value to our clients and our investors. CFA Institute’s CEO Paul Smith argues we should not fear it, nor should we fight it.
Creating safe zones for team decisions
Making your team a psychological safe zone for disagreement and diverse opinions is a step in the right direction to making better team decisions. So what does a psychological safe zone look like?
Pioneering Dutch fund builds SDG index
The €21 billion Dutch pension fund, Detailhandel, is the first pension fund to incorporate SDGs into a simple developed market index.
