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.
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.
PRI’s draft 10-year responsible investment blueprint will address desirable characteristics, drivers of change, and risks and opportunities within the financial system. Feedback from signatories will set priorities for the next decade.
Investors, including ABP and EAPF, outline how they are putting their money where their mouth is with clear action plans to de-carbonise their portfolios and push for policy action on climate.
World expert on climate change policy modelling says price of carbon should be $100 a tonne.
The Fiduciary Investors Symposium at Cambridge University brought together 115 investors from 15 countries to discuss the challenges and opportunities of long-term investment.
The Fiduciary Investors Symposium is a good guide to the mood of global investors, and the have their eye on the "real world". Amanda White opines.
The Fund for Foundations’ new strategy relies on strong manager selection with increased equity allocation and diversification. The fund is hiring managers in equities and hedge funds.
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