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.
Traditional performance monitoring reports do more harm than good, argues Phil Edwards, who suggests a more effective monitoring framework shifts the focus away from performance numbers and towards the fundamental characteristics of the stocks held in the portfolio, perhaps borrowing some elements from private markets.
As concerns about climate change reach fever pitch, Harvard Business School has published a report that shows investment strategies that “aggressively’ reduce carbon emissions can significantly boost fund performance.
Fees have declined significantly in a number of asset classes since 2016. Fund of hedge fund fees for example have fallen by more than a quarter in that time. Kathryn Saklatvala from bfinance discusses why.
The Fiduciary Investors Symposium at Harvard University brought together more than 85 asset owners from 20 countries to discuss globalisation, human capital, inequality, longevity, technology, medicine and ethics, and the role of institutional capital in creating real change in the world. We were joined by many distinguished speakers and have put together a podcast series of our favourite sessions.
The NZ$43 billion ($27 billion) New Zealand Super Fund is undergoing its five-yearly review of its reference portfolio, an innovative and unique asset allocation reference point that allows the fund to benchmark the performance of its actual portfolio and any value added through active management.
The Netherlands' $1.5 trillion pension industry has been named the best in the world for a second year running, boosted by an increase in the net household saving rate, according to the annual global study, the Melbourne Mercer Global Pension Index.
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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