San Bernardino County Employees’ Retirement Association, SBCERA, plans to increase its exposure to US equity in preparation for de-globalization trends. Sarah Rundell talks to CIO, Donald Pierce about asset allocation and the fund’s ‘informed rebalancing’ program.
The case of three asset owners which have successfully added value through strategic tilting or informed rebalancing, shows how this could be applied by other asset owners to add alpha.
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