The Latest
Investor Profile

AP4’s future: nimble and low cost

The Swedish buffer fund AP4’s high allocation to equities has meant its record annual return in 2019 has come tumbling down to a first half result of -2.5 per cent. But its very low cost and nimble nature positions it well for the future.
Equities

Future Fund revamps equities

Australia’s sovereign wealth fund has revamped its equities portfolio to take on deliberate factor risk and target idiosyncratic risk. The fund’s head of equities, Björn Kvarnskog, explains.
FIS Chicago

Why investors should de-carbonise

Regardless of moral and scientific arguments, the “risk of policy action” on climate change is enough reason for institutional investors to consider climate risk as having real impact on their portfolios. As an example investors at the Fiduciary Investors Symposium at Chicago Booth School of Business were told that investment-grade bonds in the coal sector […]
FIS Oxford '15

Institutions look to hedge funds to meet portfolio expectations

“Do hedge funds make sense?” asks Jean-Marc Stenger, chief investment officer for alternative investments at Lyxor Asset Management speaking at the Fiduciary Investors Symposium at Oxford University’s Rhodes House. Hedge fund assets may have reached a record $3 trillion in 2014 but the decision by a number of high profile pension funds to drop hedge funds from […]
<1of2>