Tough choices before, after divestment
Whether to divest from sensitive or controversial investments such as firearms can be a difficult call for fiduciaries, and making it doesn't put an end to the tough choices.
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Australia’s VFMC goes whole-of-portfolio
CIO of the A$60.4 billion ($46 billion) Victorian Funds Management Corporation, Russell Clarke, discusses adopting centralised portfolio management as part of a quest for continuous improvement.
Humans still have some edges on AI
Is it time to replace living portfolio managers with software? Probably not but AI will force people to focus on providing what machines can't. Check out where humans still outperform technology.
Mercer touts ESG integration, SDGs
Embedding ESG factors into investment decision-making processes makes related risks more apparent, while strategies based on SDGs align portfolios more closely with long-term wealth creation.
Searching high and low for inflation
There’s a debate raging about whether modern economies have banished high inflation to the history books. The short answer, Mercer argues, is it’s complicated. So, investors better have a plan.
Mercer Pacific’s three key themes
Mercer’s Pacific CIO, Kylie Willment, has made tweaks to better align the portfolio with the potential effects of quantitative tightening, markets late in their cycles, and geopolitical risks.
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