“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 […]
Sarah RundellApril 21, 2015
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 […]
Dan BillinghamJune 5, 2013
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 […]
Dan BillinghamFebruary 27, 2013
The Finnish Ilmarinen Mutual Pension Insurance Company has slashed its allocation to equities, reporting that the Eurozone crisis hit its performance leading to a 5.2 per cent loss for the third quarter of 2011.
SAM RILEYDecember 14, 2011
The â‚¬21.7 billion (US$28.7 billion) Ilmarinen Mutual Pension Insurance Company is adopting a ‘back to basic’Â approach to investment and relying on its internal investment team to steer it through unprecedented equity market volatility. Deputy chief executive, Timo Ritakallio, talks to Kristen Paech about the virtues of in-house management.
STAFF WRITERApril 29, 2009