The Latest
FIS Oxford '15

Macro diversification: How do investors diversify risk?

“Geopolitics does matter and how to navigate geopolitical events on a portfolio is challenging,” argues Tom Clarke, partner and portfolio manager at William Blair speaking at the Fiduciary Investors Symposium at Rhodes House, Oxford University. In a session dedicated to macro strategies for investors to best navigate today’s complex investment universe and diversify risk, Clarke argues that “hiding” from […]
Analysis

New investment pattern in bricks and mortar

Real estate is back in fashion, at least according to a range of recent surveys indicating the growing institutional investor appetite for bricks and mortar. After a tough few years for the industry and with European investors’ priorities changing, the possible renaissance might come with a marked change in investing patterns, though.  More control The […]
Investor Profile

Outward bound from the Finnish

Finnish pension investor Ilmarinen is exploring whether to send a representative to South America as it intensifies its emerging market operations. Timo Ritakallio, who heads investment at the €29-billion ($39-billion) fund, says it is looking to access “more and more emerging market opportunities”. In January Ilmarinen sent a senior portfolio manager to run a “one-man […]