In this episode, Alex Proimos, head of domestic content, Conexus Financial, chats with Amara Haqqani, director, insights and strategy at Milliman, about grassroots conversations about stopping the super guarantee, the industry’s Copernican moment of kicking product to the kerb, and what the real black swan event has been for super during the Coronavirus crisis.
Amara Haqqani: Super in 2020 – Copernicus, Warren Buffet’s swimming naked, and pitchforks in the street
New Jersey’s $85 billion fund stockpiles cash, eyes PE secondaries
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.
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Applying a factor approach to total portfolio management
A new report points to the Total Portfolio Approach (TPA) as one way for institutional investors to build more resiliency into their portfolios. Report contributors Derek Walker and Geoffrey Rubin from CPP Investments explain how they apply a factor lens to the process.
Denmark’s PenSam introduces new climate index to solve tech tilt
A new climate index at Danish investor PenSam aims to solve the overweight to tech stocks, a common problem for sustainable investors give the sector is low emitting and solving many of the challenges of climate change.
TfL explains why hedge funds provide essential diversification
Padmesh Shukla, chief investment officer of the £14 billion Transport for London Pension Fund explains why he believes hedge funds are a crucial element to a diversified portfolio.
Fast growing UK DC master trust Smart Pension prioritises tech, low costs
Paul Bucksey, CIO of Smart Pension, the UK's fast growing DC master trust explains why Smart Pension's low cost, technologically advanced model is proving so successful.
Size and flow dispersion motivates fund-specific investment models in Oz
Recent research by The Conexus Institute identifies significant dispersion in the operating environment for Australia’s superannuation funds. Here they consider the impact on fund investment models including internalisation, private assets and offshore investment teams.
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