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AP funds face consolidation as report flags scale and efficiency wins
A long-awaited review into Sweden’s buffer funds suggests consolidation between the three Stockholm funds – AP1, AP3 and AP4 – stating that the advantages in terms of efficiency and scale outweigh the disadvantages of continued separation.
Serving itself: why the financial services industry needs reform
What would the financial services industry look like if it was structured to service the non-financial services sector, rather than itself? Economist John Kay, author of the Kay Review into short termism in UK equity markets, aims to find out. In an ideal world there would be one, maybe two, intermediaries between the saver
PRI signatories outperform non-signatories
Asset owners that are PRI signatories had higher returns and lower costs than non-PRI signatories over a five-year period according to analysis by CEM Benchmarking.
PE downturn offers chance for Ontario’s newcomer UPP to cosy up to new GPs
University Pension Plan Ontario is aggressively building out its 20 per cent allocation to private assets, taking advantage of many LPs finding themselves overweight illiquid investments to build new GP relationships.
Wurts polishes its silver
US consulting firm Wurts & Associates turns 25 this year, so Amanda White spoke to the founder, Bill Wurts, and managing director, Jeff MacLean, about the company’s transformation and the plans for the next quarter of a century.
Ford’s Roy Swan on how the Church of England is tackling its slavery legacy
Roy Swan, director, mission investments at the Ford Foundation, is helping The Church Commissioners for England set up a new impact fund to tackle its slavery legacy. He tells Top1000funds.com about how the fund will provide grants and make impact investments intended to increase access to capital for Black-led businesses.
Risk parity and beyond
This paper analyses whether the use of uncorrelated underlying risk factors, as opposed to correlated asset returns, can lead to a more efficient framework for measuring and managing portfolio diversification. The paper, by academics at EDHEC Business School and SYMMYS, acknowledges that the ability to construct well-diversified portfolios is a challenge of critical importance in
Farmland comes of age for pension funds
As a relatively new and untapped asset class, farmland remains mysterious to some institutional investors. Greg Bright spoke to Charmion McBride, chief operating officer of Insight Investment, an affiliate manager of BNY Mellon Asset Management, about the benefits of the asset class which include uncorrelated returns and SRI considerations.
Managers refine glidepaths for a smoother ride
Managers are continuing to refine their strategies for target date funds, with more than a third of managers incorporating a tactical overlay into their asset allocation, a recent survey has revealed.
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