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
The Austin advantage: Texas Teachers talks optimism, innovation and growth
Jase Auby, TRS's celebrated CIO, explains why TPA doesn't fit with its culture; why community push back on data centres could turn out to be an investor advantage, and argues the case for continuing to invest in fossil fuels. Top1000funds.com sat down with the CIO in his Austin office for an all-encompassing conversation.
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Active, in-house and sustainability: The driving factors at AP3
AP3’s ability to actively benefit from volatile markets is rooted in a reform process undertaken by CIO Pablo Bernengo, replacing decade-old, separate alpha and beta allocations with a traditional asset class structures but avoiding silos. Active risk and sustainability go hand in hand, he says, and is a 2023 focus.
Investment industry needs to rethink strategy: Future Fund CEO
Persistently challenging market conditions driven by stagflation, uncertainty and volatility, the response to climate change and populism increasingly shaping government decisions, mean 60:40 needs a re-think according to Raphael Arndt, chief executive of the A$240 billion Future Fund.
OECD flags enduring obstacles to illiquid investment
A recent OECD report argues that pension funds have a vital role to play in helping finance the COVID recovery in areas like infrastructure and SME investment. Yet it also warns of pension funds’ limitations when it comes to investing in illiquid assets, and the risks.
Portfolio managers 3.0: APG’s digital future
APG recently hired its first digital portfolio manager. “Samuel” comes complete with an employee identity number and underlines the firm's ambitions around data-driven money management. Amanda White spoke with APG's CIO Peter Branner about the road ahead.
Global SWF: GIC leads; oil fuels Gulf funds and hedge funds give refuge
Singapore’s GIC invested more than any other SWF last year and fuelled by buoyant oil revenues, Gulf SWFs have had and are expected to continue their investment rampage. Elsewhere, hedge funds have proved one of the most successful allocations, particularly for ADIA, says Global SWF in its annual report.
TRS defends struggling risk parity allocation for now
A recent board meeting at TRS discussed challenges in the $11 billion risk parity allocation. However, predicting stymied economic growth and continued inflation ahead, the asset class is likely to do better going forward
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