Trustees need practical guidance on how to implement a comprehensive investment approach to climate change. Helga Birgden, head of responsible investment for Asia Pacific at Mercer and Nathan Fabian chief executive of the Investor Group on Climate Change Australia/New Zealand, show them how. In the 2013 Global Investor Survey on Climate Change, more than 80
The United Parcel Service corporate pension fund is finalising an asset liability study this year which will result in a new strategic asset allocation. The $28 billion US fund, typically has a lower allocation to fixed income than its peers and has a reasonably aggressive portfolio for a corporate defined benefit fund. It is a
The five Swedish AP buffer funds will be reduced to three, a new responsible body will be set up to formulate long-term return targets and a reference portfolio, and limits on unlisted investments will be lifted under the new plan put forward by the Swedish Government. These are the findings of The Pension Group, which
APG, which manages ABP’s assets, has been using smart beta strategies for implementation for three years, the fund is taking it a step further and is now considering tilted benchmarks.
2013 was a great year to add value by using risk to assign asset allocation, according to chief investment officer of Windham Capital, Lucas Turton, whose fund added 300 basis points above benchmark last year by dynamically allocating according to risk. Windham Capital Management’s style is to focus on measuring and understanding risk to
Investor allocations to alternatives will increase over the next three years as the focus on outcome-oriented investments heightens, according to respondents in the annual conexust1f.flywheelstaging.com /Casey Quirk Global Fiduciary CIO sentiment survey. The second annual survey, which included respondents from 56 asset owners with combined assets of $3 trillion, showed an accelerating trend to moving
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