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.
Axa divested from tobacco in 2016 making it one of the first global insurance companies to do so. It has taken that a step further and now doesn't insure tobacco companies. Amanda White speaks to the chair of Axa, Denis Duverne, on why this is a natural part of the company’s strategy.
SWFs are struggling to source deals in infrastructure as the demand is much stronger than the supply, so they are relying on new ways of investing in the asset class, mainly accelerating early-stage investments in renewable technologies, and with novel partnerships and co-investment structures.
In this second contribution from the CFA Institute on finance professionals, CEO of CFA Societies Australia, Lisa Carroll, discusses the reform needed in that market.
Ensuring that investment consultants incorporate ESG factors into their core service provision is crucial for the next wave of responsible investment. The PRI has released a guide for asset owners or what to expect from consultants.
President of Robert F Kennedy Human Rights, Kerry Kennedy, welcomed delegates to its 2019 investor conference by outlining some of the milestones achieved by the organization in the past year. These include criminal legal system reform; suing Colombia on behalf of a journalists’ family; and major advancements in farm workers’ rights.
The way the business community is approaching AI is fundamentally incompatible with civil rights, according to Vivienne Ming, co-founder and executive chair of Socos Labs, an independent think-tank that explores the future of human potential.
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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