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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MERS: real assets, non-US markets
MERS chief investment officer Jeb Burns still finds value in active management as he seeks to up the fund’s exposure to emerging markets, and other non-US locales, in equities and real assets.
Largest pension funds get bigger
Willis Towers Watson’s report on the top 300 pension funds for 2016 shows the world’s largest 20 funds have increased their share of global pension assets under management by 7.1 per cent.
Future Fund could manage others’ money
Managing money for default super is a possibility for Australia’s sovereign wealth fund. Its leadership also said becoming more ‘nimble’ and adding activity in venture and growth were priorities.
Carlyle MD says cycle isn’t done
Carlyle’s Jason Thomas says private-equity investors miss out when they try to call the top of the cycle. He thinks Trump’s impact has been overblown and that the current cycle isn’t done yet.
Norway reviews GPFG strategy
Norway is looking into whether GPFG, the world’s largest sovereign fund, should take on more diversifying assets and expand its tracking error. The fund’s ESG performance is also under review.
CalPERS says consultants could do better
CalPERS is happy with its consultants, except for their performance in recommending ways to control fees and costs and their presentation of new investment ideas, a board rating reveals.
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