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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What leadership means now
We live in a time of nomadic professionalism, when leading effectively is less about standing out and more about having the courage to embrace many organisational cultures.
Change the conversation
Panellists discuss what drives transformational change, the obstacles asset owners face when instituting it in their culture or operating models – and the benefits of getting it right.
CAAT sheds public equity
Canada’s fully funded Colleges of Applied Arts and Technology Pension Fund will move 15 per cent of its assets from public equities to real assets and private equity, following a review.
Holistic returns, not poker
Hermes chief executive tells fiduciary investors that success should include helping create a sustainable world; otherwise, they’d be better off investing people’s money in top poker players.
Digital value add: alpha from IT
A panel tells delegates that asset managers need to make the shift from using IT to support back-office functions to applying it in their fundamental investment decision-making.
European risk premium justified
There is a European risk premium investors can access, the executive director of the Fonds de Réserve pour les Retraites said at the opening of the Fiduciary Investors Symposium, at INSEAD.
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