I chat with Alexander, CEO at Rebellion Research, on stock selection, portfolio construction and his passion for teaching.
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.
An underweight position across private markets, predicated on a view that geopolitics and inflation mean interest rates are not coming down any time soon, has positioned the New Jersey Division of Investment with plenty of dry powder and a cash position four times the policy allocation. It is now readying for opportunities in private equity secondaries and with emerging managers. Chief investment officer Shoaib Khan spoke to Top1000funds.com.
Richard Gröttheim chief executive of AP7 explains why the Swedish Investors for Sustainable Development is a great opportunity to make a difference for the planet and future generations; and why collaboration works.
The Institutional Limited Partners Association's new Model Limited Partnership Agreement is beneficial for the industry as well as individual GPs and LPs. Samantha Anders explains.
Asset owners and managers can help solve modern slavery and invest to stem the suffering of the 40.3 million workers in the world trapped in some form of labour abuse.
The new CIO at the Hawaii state pension fund is looking for additional sources of uncorrelated return, including hedge funds, and will look to add new managers to the lineup. Sarah Rundell talks to Elizabeth Burton.
One of Belgium’s biggest pension funds, the fund for employees of KBC, Belgium’s banking and insurance group, has recently increased its allocation to real assets and switched more of its equity allocation to alternative beta.
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.
Top1000funds.com is read by investment professionals in more than 40 countries.
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