risk

We need to be better than ‘optimal’

An over-reliance on mean-variance optimisation has led to portfolios that fail to take into account the radical complexity of the real world and embrace ‘pretentious and unhelpful symbols’.

Phil EdwardsFebruary 28, 2017

Ignorance isn’t bliss

In an increasingly complex and inter-connected world, a broader perspective on risk is essential in helping investors navigate an uncertain future, writes Phil Edwards.

Phil EdwardsJune 24, 2016

Opportunity in the making

It is more than ever a “market of credits” rather than a “credit market”, according to Mercer, affording those with rigorous research coupled with patience, capital and flexibility the potential

Phil Edwards Diane MillerMay 13, 2016

Income the key dimension

Risk should be defined as the inability to meet retirement income goals, so investors and their managers should forget alpha and other “distractions”, according to David Booth.

Amanda WhiteMarch 16, 2016

Equities sell down

To better manage downside risk, the second-largest UK local government pension scheme has a plan to gradually alter its equity allocation.

Sarah RundellFebruary 12, 2016

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 […]

Sarah RundellApril 21, 2015

Opinion

We need to be better than ‘optimal’

Opinion

Ignorance isn’t bliss

Opinion

Opportunity in the making

Uncategorised posts

Income the key dimension

Asset Allocation

Equities sell down

FIS Oxford 2015

Macro diversification: How do investors diversify risk?

California Public Employees Retirement System (CalPERS)

ABP/APG Asset Management

California State Teachers Retirement System (CalSTRS)

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