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CEM study reveals in-house savings
A defining characteristic of leading pension funds globally is the cost savings garnered from in-house investment management. An organisational design study by CEM Benchmarking has revealed that “leading” funds have an average of 49 per cent of assets managed in-house, and yet the internal staff and non-manager third-party costs make up only 15 per cent
Warren Buffett’s excellent adventure
‘Youngster’ Warren Buffett (85) rebuffed risks from sugar and climate change as he toured the American economy with his ‘older’ offsider, Charlie Munger (92), presenting at the Berkshire Hathaway AGM .
PSP addresses low growth, low returns
One of Canada’s largest pension funds, PSP Investments, is addressing low growth and low returns by pursuing platforms and private debt in the race to create new investment opportunities.
Shared investment objective critical to portfolio resilience: Bridgewater
Investors who are looking to build portfolio resilience better get their team on the same page first about the underlying investment objectives in play, said Bridgewater co-CIO Karen Karniol-Tambour at the Fiduciary Investors Symposium.
PGGM touts circular economy
Dutch manager echoes new TIIP/Toniic report that states an economic model of renewable resources and continuous reuse of materials is emerging and investors need to get on board.
Equity portfolios’ tell-tale turnover
Turnover in a portfolio reflects the extent of a manager’s long-term focus. A new report finds most equity managers replace their shares at a rate more than twice what’s thought of as ideal.
‘Asset class alpha’, and sector ETFs
A large percentage of the outperformance of private equity can be replicated by using sector exchange traded funds, according to new research.
The bioeconomy century
AP2, the SEK300 billion Swedish buffer fund, is attracted to the diversification benefits and long-term nature of timber investments.
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