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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A guide to long-term mandates
Focusing Capital on the Long Term has published a paper with 10 things asset owners and managers can do to negotiate deals that align their incentives – and thinking – with longer time horizons.
Be clear on factor strategies’ benefits
Smart beta, factor indices and other products promise a middle ground between traditional passive and active. But they vary greatly, and investors need to take a hard look before adopting them.
Texas Teachers overhauls equities
Texas Teachers has made extensive changes to its equities portfolio, increasing risk premia, reducing active management and applying new strategies developed by the fund’s research arm.
Merton on fintech, retirement, more
Active managers need to be dynamic and fintech can’t do it all. Those are among the insights Nobel laureate Robert Merton revealed in an exclusive interview with top1000funds.com. Click to listen
Future Fund talks alternatives
Craig Dandurand, director of debt and alternatives for the Future Fund, offers a glimpse into how it has recalibrated its approach to investing in hedge funds and other risk premia.
Pension funds get cracking on diversity
The diversity problem in the industry is large. Investors know this, the challenge is how to fix it. Now a handful of funds are showing exactly how its done.
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