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
CalPERS’ public and private equity reset shapes performance
CalPERS is continuing to reap the benefits of a sweeping overhaul of its public and private equity programs, with the two asset classes, which are the biggest components in the portfolio, powering a 14.8 per cent return for the $637 billion fund in the last reporting period.
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Border to Coast: cost savings and alpha generation
In the three years since formation Border to Coast has proven success on both sides of the ledger, providing significant cost savings for its underlying partner funds and giving them access to investments they would not have dreamed of as single entities. The passionate CIO of Border to Coast, Daniel Booth, talks to Amanda White about the fund’s success and what is next in its quest for constant improvement.
65% record return for Washington Uni endowment
America’s university endowments are reporting blistering returns thanks to soaring equity markets and their large venture allocations. Washington University’s managed endowment pool is an outstanding performer, returning a whopping net 65 per cent for the fiscal year 2020-21 and nearly doubling its size to $15.3 billion. CIO Scott Wilson explains how they did it.
What’s love got to do with it?
Co-head of the Willis Towers Watson Thinking Ahead Group, Tim Hodgson argues that to solve human issues, such as climate change, investors need to bring their heart as well their head to the job.
HOOPP’s new focus: Climate change, inflation and innovation
In his first interview since becoming CIO, Michael Wissell tells Sarah Rundell about the plans for developing HOOPP's portfolio, which includes a focus on climate change, inflation and innovation while always keeping an eye on the total portfolio.
NBIM charts 25 years of investing in fixed income
The $1.23 trillion Norwegian sovereign wealth fund celebrates 25 years of investing in fixed income. Sarah Rundell looks at some of the highs and lows of its fixed income portfolio which makes up around 30 per cent of fund.
Portfolios of the future
This session drew on themes of the conference and discuss with asset owners what the portfolios of the future will look like, particularly examining how investors plan to build robust portfolios to meet changing investment regimes.
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