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Dynamic diversification: CalSTRS’ One Fund approach navigates uncertainty
Scott Chan is shocked the market hasn’t reacted more to the crisis emanating from the conflict in the Middle East. But the CalSTRS’ CIO is confident its one fund approach allows it to position dynamically and ensure diversification no matter what is presented.
Paper weighs the shift to DC
On the back of a continuing shift in corporate pension plans away from defined benefit to defined contribution, Northwestern University’s Joshua Rauh and Indiana University’s Irina Stefanescu look at what causes the resultant freezing of these corporate plans. The paper takes the further step of looking at the consequences for both employees and plan sponsors,
Liability – informed risk budgeting and the use of higher tracking error active equity managers: the virtues of being different
In an environment where periodic illiquidity has become more frequent, Alan Dorsey and Juliana Davydov from Neuberger and Berman explore the risks associated with a new asset allocation approach and the use of managers with broader mandates.
Investors continue to align with SDGs
Five years on since the SDGs were launched, an increasing number of investors are putting capital to work to earn returns alongside helping solve global scourges like the climate crisis, poverty and inequality. Sarah Rundell looks at New York Common Fund and Denmark’s PKA among others.
Asian equities no longer an asset class?
One of the ironies about the way big pension funds are rethinking their asset allocation strategies is that regional specialisation appears to be becoming less popular, even for the world’s fastest-growing region.
PE investors warily keen on Asia-Pacific
The latest review of private equity markets around the world by Partners Group shows continued favouritism for the Asia-Pacific growth story but a rising wariness about competitiveness and prices.
Investing In Climate Change 2009
One year ago, we published Investing in Climate Change: An Asset Management Perspective. We argued that the growing investment opportunities in climate change were driven by long-term mega-trends that would continue into the foreseeable future. One year on, the absolute necessity to act now to mitigate and adapt to climate change is even more urgent,
Investors reap direct to consumer boom
A company’s ability to sell direct-to-consumer, cloud computing and digitisation in payments are key areas for investors to focus. Investors should invest in companies that have a business model aligned to how people want to buy goods and prepare for a separation whereby companies with the technology to adapt streak ahead.
Investors prioritise governance, tilts and liquidity
In a wide-ranging session at the Fiduciary Investors Symposium at Chicago Booth School of Business investment executives from HOOPP, CalSTRS, USS and Cbus reflect on the need for strong governance in the current climate, diversification and liquidity.
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