The qualities of successful stewardship

Three dirty firemen returning of a searching operation in Córrego do Feijão - place of Brumadinho city that was destroyed by mud after one of Vale's dam breakdown.

The Investor Mining & Tailings Safety Initiati
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CalPERS active equity rebuild delivers highest alpha in three decades

CalPERS active equity rebuild delivers highest alpha in three decades

CalPERS’ three-and-a-half-year overhaul of its $242 billion global equities portfolio has delivered the program’s highest alpha in almost three decades, after the pension giant deployed $65 billion back into active strategies and dramatically tightened manager selection.

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CalPERS gets ready to settle discount rate and SAA

At US pension fund CalPERS' board meeting next week, the investment team hope to settle on a new discount rate and begin structuring a strategic asset allocation to support it. Leverage will be a key component of the fund's new approach.

Mega trend opportunity for active investors

Investing in mega trends like technology, demographics and sustainability involves abandoning the benchmark in the ultimate active portfolio.

Tokenisation is the greatest disruptor ahead

Blockchain technology will open up illiquid assets, like real estate, to new investors in what could be the greatest disruption ahead. Franklin Templeton's Jenny Johnson explains how the asset manager is ensuring it taps the new opportunity.

Bridgewater eyes end to US equity outperformance and FX volatility ahead

Don't expect another decade of outperformance from US equity while inflation, fuelled by a demand shock, is set to spike foreign exchange volatility impacting total portfolio returns, warned Rebecca Patterson, director of investment research, Bridgewater Associates speaking at FIS Digital 2021.

Portfolios of the future: Resilience and risk management

Investors need to prioritise resilience, risk management, digitisation trends and talent to future proof their portfolios says OPTrust CIO James Davis.

Investor solutions in a changing world: Cash flows, scarcity value and sustainability

In a complex investment environment, investors should get back to basics and focus on corporate cash flows, scarcity value and the impact of inflationary pressure on profits. Simplicity will serve investors well in the coming years.

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