In this episode, Alex Proimos, head of institutional content at Investment Magazine, chats with Aaron Minney, head of retirement income research at Challenger, about a range of topics including deaccumulation, sequencing risk and income generation in retirement.
WTW’s Urwin defends TPA value-add as attribution scrutiny intensifies
Roger Urwin, one of the industry’s most well-known proponents of TPA, has defended it against the growing scepticism of its reported performance edge over SAA, saying “TPA is a system” and any performance attribution is difficult to isolate from the broader context each fund operates in. In an interview with Top1000funds.com, he also weighs in on whether some funds are inherently unsuitable for implementing TPA.
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Behind AustralianSuper’s global expansion
London-based AustralianSuper deputy CIO Damian Moloney oversees the global expansion plans of Australia’s largest superannuation fund. While a global presence has clear benefits for the fund and its members, Moloney’s advice to others contemplating the same is to plan extensively and build early.
Why patient capital will be rewarded for investing in timberland
The fundamentals that underpin timberland, and their strategic role on the path to net zero, will reward consistent investment in productive natural capital. Aleksi Ehtee, timberland team lead, Church Commissioners for England explains why forestry is a real opportunity for patient capital to tap into favourable long-term supply-demand dynamics.
Denmark’s PFA: Passive with a caveat and why an AI reset lies ahead
Kasper Lorenzen, chief investment officer of Denmark's PFA explains why passive is no longer applicable to the complex equity strategies that do much more than follow an index. He also explains why he believes an AI reset lies around the corner.
CFA’s guide to the whole framework on net-zero
Climate risk has certain features that stretch the imaginations and toolkits of investors, meaning a new framework that includes systems thinking is necessary to branch out from the narrow measurement and management of risk predicated on modern portfolio theory, says Roger Urwin.
LPPI’s Richard Tomlinson: Reflections of a sceptic
An environment of increased macro volatility and geopolitical risk means investors should question assumptions, move towards more narrative-based scenario thinking and build resilience says Richard Tomlinson, chief investment officer of LPPI.
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