I chat with Alex on his experiences across a range of environments, the role of machine learning in Australia’s future and how to best deploy data science in academia and industry.
Nothing on this podcast is to be considered investment advice or a recommendation. No investment decision or activity should be undertaken without first seeking qualified and professional advice.
Loomis Sayles’ Aziz Hamzaogullari has questioned whether asset allocators are giving private equity more credit than it is worth, saying the case for investing in PE rests on flawed return measurement, hidden risks and high fees and that public equities should be treated with the same “patience” that PE receives.
The risk of a deficit is a key driver in the management of PSP Investments as it looks to build resilience and cashflows in its portfolio. Amanda White spoke to CIO Eduard van Gelderen.
The most compelling alpha opportunities in the transition come from investors buying assets in high emitting sectors and help them green. Brookfield Asset Management's Mark Carney, guest speaker at a recent CalPERS investment committee meeting, lays out the opportunity
The BT Pension Scheme has rebranded as Brightwell to offer its asset management expertise to the UK's DB funds. Morten Nilsson argues the case for ditching a complex landscape of advisory and asset management services and the buyout model for Brightwell's holistic offering.
Sweden’s SEK 900 billion ($84 billion) AP7 can finally invest up to 20 per cent of its assets in alternative, illiquid investments. A new allocation to infrastructure and targets to double private equity are in the offing following the fund dipping a first toe in real estate.
Attempts by multiple Republican states to restrict where US pension funds can invest are symptomatic of bad governance. Top1000funds.com takes a deep dive into the quagmire of US state pension funds to assess the impact on CIOs, highlighting the need prevent the politicisation of investments.
Top1000funds.com is the market leading news and analysis site for the world’s largest institutional investors. It focuses on leading the global investment industry to continuous improvement through case studies of best practice in governance and decision making, portfolio construction and efficient portfolio management, fees and costs, and sustainable investing.
The publication pushes the industry to question whether status quo processes and behaviours to tackle risks and opportunities will be sufficient in the future, and actively campaigns for diversity, sustainability, transparency, innovation and better alignment of fees in the investment industry.
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