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articleDe-globalisation

FIS 2020: Deglobalisation and politics

In the first of four articles looking ahead to FIS 2020, we highlight how the event will focus on de-globalisation and geopolitical stress, particularly the deteriorating relationship between China and the US. Elsewhere, FIS delegates will hear how asset owners are positioning their portfolios in today's challenging environment.
Asset Allocation

New AA model prioritises liquidity

Singapore’s sovereign wealth fund GIC and PGIM, one of the world’s largest asset managers, have collaborated to develop a world-first asset allocation framework that explicitly models the impact of private assets on total portfolio liquidity, incorporating both the top-down allocation view and the bottom-up cash flow view.
articleGlobal risks

The importance of resilience

Already OPTrust’s portfolio can best be described as resilient. But CIO James Davis, who started his career in October 1987, expects global macro economic changes from this crisis that we have never seen before and he wants to position the portfolio for whatever is around the corner.
Asset Allocation

Wisconsin leans into opportunities

In the space of three months the State of Wisconsin Investment Board has moved its portfolio from “defensive” to “offensive” as it “leans into the opportunities” presented by the coronavirus crisis. CIO and executive director David Villa, and deputy, Rochelle Klaskin spoke to Amanda White about the portfolio and how the large internal team is managing remotely.
Investor Profile

Liquidity, rebalancing reign at PSERS

Cash is king right now, according to CIO of the Pennsylvania School Employees’ Retirement System, Jim Grossman, and he’s got plenty of it. The fund has a very diversified asset allocation, with about half the portfolio invested in liquid assets and Grossman and his team are working hard to make sure that the strategic allocations are maintained.
Asset Allocation

Wiseman’s wise words for investors

Ensuring a portfolio has enough liquidity to rebalance back to the long-term strategic asset allocation is the most critical preparation investors can do ahead of any crisis, according to Mark Wiseman, who said this current environment could be the "opportunity of a generation".
Asset Allocation

Minnesota to expand private markets

A strategic and long-term focus sees the Minnesota State Board of Investment CIO, Mansco Perry, adopt a patient and encouraging approach when it comes to climate change and diversity. The $104 billion fund is also looking to expand its allocation to private markets, and double its internal team.
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