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Europe, alternatives pay for Danish Sampension
The herd mentality of investors has been agonised over for as long as markets have been around. The dilemma is often raised of whether to participate in or shun market trends, but the DKK150-billion ($27-billion) Sampension has succeeded recently with a selective approach. It has fully embraced the institutional diversification movement by building a significant
Stewardship codes guide best practice
Stewardship codes have an important role in influencing company behaviour, so the PRI is pleased to hear that Australia is the latest country to ask fund managers to abide by a stewardship code.
TelstraSuper: size-conscious success
What is the optimum size for an institutional investor? This is a question foremost in the mind of Jim Christensen, chief investment officer of TelstraSuper, the pension scheme of Australian telecommunications company Telstra. After four years of expansion, he believes he has maximised potential by gaining the optimum level of inhouse investment. Now running 20
Taiwan’s BLF still diversifying
From elevating the focus on multi-asset and alternatives allocations to expanding its roster of external managers, the Bureau of Labor Funds’ plans for 2018 are about diffusing the risk.
NYSTRS has stellar year
The $89.9 billion New York State Teachers Retirement System (NYSTRS) has achieved its best result for 25 years, returning 23.2 per cent for the year to June 30, 2011, with the strong performance driven mainly by its equity portfolio. NYSTRS, which claims to be one of the few fully-funded public pension funds in the country,
Fordham University dials up growth equity, cools on private credit
Fordham University CIO Geeta Kapadia is cutting back on private credit, calling it an asset class “less able to financially engineer returns” in a higher-rate world. She’s instead redirecting the $1.1 billion endowment to venture and growth equity and entrusting larger mandates to a smaller roster of high-conviction managers.
What’s love got to do with it?
Co-head of the Willis Towers Watson Thinking Ahead Group, Tim Hodgson argues that to solve human issues, such as climate change, investors need to bring their heart as well their head to the job.
Top of mind for 2018
Compiling lists for the new year can improve focus and even help reduce anxiety. Here are five factors The Thinking Ahead Institute expects to influence investment over the next 12 months.
Infrastructure comes of age in low returns environment
As cash-strapped governments around the world come under pressure to sell public assets, capital-intensive investors are searching for stable yielding investments, bringing the maturing infrastructure asset class back into the framework. Sam Riley looks at examples from around the world.
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