portfolio construction

Asset Allocation

Alpha at North Dakota: Tracking error key to portfolio construction

The $8 billion North Dakota Department of Trust Lands is rolling out a core-satellite approach to portfolio construction in a bid to control tracking errors. But CIO Frank Mihail explains that in some asset classes like infrastructure, the process is more complicated.

Sarah RundellJuly 1, 2025

FIS Stanford 2023

The future of portfolio construction

Evolving portfolio construction techniques that include more attention to liquidity management, diversification and resilience are needed in a macro environment that has more complexity and volatility delegates at the Fiduciary Investors Symposium at Stanford University heard. Investors from CalSTRS, CPP Investments and MFS share their approach.

Amanda WhiteSeptember 28, 2023

Featured Story

Investment industry needs to rethink strategy: Future Fund CEO

Persistently challenging market conditions driven by stagflation, uncertainty and volatility, the response to climate change and populism increasingly shaping government decisions, mean 60:40 needs a re-think according to Raphael Arndt, chief executive of the A$240 billion Future Fund.

Glenda KorporaalJanuary 10, 2023

Hedge Funds

Future Fund uses alternatives as a skeleton key to achieve portfolio goals

Absolute return strategies are an important skeleton key to building a resilient portfolio according to Ben Samild, deputy chief investment officer, portfolio strategy at the Future Fund.

Amanda WhiteSeptember 28, 2021

FIS Digital – May 2021

Navigating inflation: The challenge and opportunity

Inflation is the number one investor concern and whether it is here to stay was the subject of much debate at the Fiduciary Investors Symposium. While its longevity is contested it was agreed that its presence has important implications for the correlation between bonds and equities which creates problems for portfolio design. Investors at PGIM, QMAW, CPP Investments and NEST discuss.

Sarah RundellMay 28, 2021

Asset Allocation

Biases: COVID-19 vaccines and investing in China

Liang Yin from the Thinking Ahead Institute examines omission bias as an explanation for vaccine resistance, and underweighting investments to China. He suggests a framework for overcoming this bias.

Liang YinMay 27, 2021

Asset Allocation

Alpha at North Dakota: Tracking error key to portfolio construction

FIS Stanford 2023

The future of portfolio construction

Featured Story

Investment industry needs to rethink strategy: Future Fund CEO

Hedge Funds

Future Fund uses alternatives as a skeleton key to achieve portfolio goals

FIS Digital – May 2021

Navigating inflation: The challenge and opportunity

Asset Allocation

Biases: COVID-19 vaccines and investing in China

AP Fonden 4 (AP4)

BT Pension Scheme (BTPS)

Railpen Investments (RPMI)

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