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.
Rest Super’s selective approach to PE pays off as program comes of age
A concentrated bet on fewer, better GP relationships is paying off for one of Australia's largest superannuation funds. Built on selective manager and deal selection rather than a broad roster, the A$112 billion ($78 billion) Rest Super delivered private equity returns more than double the peer average last financial year, as the fund proactively courts top-tier PE firms instead of waiting to be approached.
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Machine learning ‘overcoming key challenges’ in stock picking
Once regarded as a black-box approach to supporting asset management, AI and machine learning is becoming increasingly effective and transparent, now more of a "crystal box" and a useful tool for stock-picking and explaining performance attribution to clients, the Fiduciary Investors Symposium at Stanford University has heard.
Avoid looking at Fed interest rate cut as an economic saviour
Just hours before the US Federal Reserve cut interest rate, Bridgewater portfolio strategist Alex Smith cautioned the Top1000Funds Fiduciary Investors Symposium in Stanford University that any specific rate call doesn’t really matter. Instead, he illustrated a bigger picture view for the road ahead and what this means to investors.
Church Commissioners: Managing historic real assets for the future
The jewel in the crown of the Church Commissioners’ portfolio, the London-based asset manager for the historic assets of the Church of England, is its allocation to real assets, which contributes to returns used to support the work and specific needs of the church, alongside clergy pensions.
How Brightwell combines external credit managers and in-house LDI
Brightwell, asset manager for the BT Pension Scheme, explains why it manages its liability-driven investment strategy in-house but has turned to external managers in its cash flow-driven strategy.
Why AP4 has decided to integrate Scope 3 emissions across equities
Swedish buffer fund AP4 has begun integrating Scope 3 into its systematic equity allocation, convinced a company's up and downstream emissions data signposts the green winners of the future.
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