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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Telstra Super managers offer key insight
When Telstra Super noticed a mismatch between global uncertainty and a key volatility index, external managers provided insights that led to good decisions and strengthened partnerships.
Growth dynamics define sustainability
Will long-term GDP growth behave like bacteria in a petri dish or rabbits on a deserted island? The answer has implications for investors attempting to construct sustainable portfolios.
OPERS keeps it simple and succeeds
OPERS’ successful formula continues to prioritise traditional investment – with passive strategies in equities and bonds – over private markets and active, skills-based approaches.
AP4 chief targets yield, alternatives
The new head of Sweden’s AP4, Niklas Ekvall, is seeking opportunities in emerging-market debt and alternative assets, while looking to expand on an already lauded ESG integration.
Real investors properly align interests
A good investor must be proactive in determining the fee structure and legal terms in a fund’s documents. Funds that fail to get interests properly aligned on such issues will pay a price.
OPTrust focused on pension obligations
OPTrust CIO James C. Davis discusses the fund’s member-driven investment philosophy and how it is transforming OPTrust into a pension-management organisation focused on remaining fully funded.
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