Recommended For You
Based on your reading history and profile
Anchoring to traditional portfolios is the world’s biggest investment risk
Bridgewater has a house view that the world is moving into a period of macro-volatility and global conflict. But despite the myriad geopolitical and environmental risks facing investors investors’ unwillingness to break with the model portfolios of the past presents the greatest threat to institutional portfolios.
Divestment and impact: Detailhandel pioneers participant engagement
Dutch fund Detailhandel takes participant engagement to a new level as it begins to integrate feedback and preferences from a three day beneficiary forum into investment strategy.
Six US public funds top the class
A study examining funding policy, benefit design, and economic assumptions of six US public funds, which managed to endure the economic turmoil, shows some consistent features that could be emulated for fund persistence.
The most responsible allocators named
The Responsible Asset Allocator Initiative’s Leaders List report, developed in partnership with the Fletcher School at Tufts University, analysed $21 trillion in sovereign wealth fund and government pension fund assets around the world to identify 25 leaders and 25 finalists that set a global standard of excellence in sustainable investing.
Defining Moments: the future for pension funds and the pension fund industry
The goal of the research was to drill deeply into the evolving forces in the industry and present a plausible picture of its future landscape, through both near-term and longer-term trends. Our time horizon looked out towards 2020. We, however, acknowledge the considerable difficulties with longer-range forecasting given the increasing pace of change. There is
PSRS/PEERS wants fees perfectly clear
The $43.6 billion Missouri education pension plan is a leader on transparency and costs, parsing out management and performance expenses in its annual report and negotiating less costly mandates.
Lack of outcomes shows organisations don’t value racial equity
The disparity between asset owners’ pronouncements on racial equity, and the extremely low number of diverse managers, shows diversity has yet to be embraced.
Managers’ impact reaches tipping point
Asset managers have a chance to really impact the real economy with their commitment to net zero. The Net Zero Asset Managers Initiative now has 73 signatories and one third of assets in the industry committed. It’s reached tipping point, says one of the initiatives’ founders Ed Mason.
Diversification – based investing – the new balanced
Not withstanding the effect, for investors, of globalisation, country and sector bets still drive the performance of global equity portfolios. And research shows that whole countries tend to stray from fair value for a lot longer than individual stocks do. Deutsche Asset Management has produced a paper on ‘Diversification-Based Investing’, which leads one to think
FIS Singapore 2024