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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Coal pension burns for cash flow
Coal Pension Trustees Services includes a sizeable allocation to equities and is making a move into illiquid sectors such as shipping assets – ‘floating property’ – to generate cash flow.
Vale Steve Ross
Steve Ross was a pioneer of fields such as asset pricing, investment management and corporate finance. His colleagues at MIT and Caltech regarded him as generous and kind.
MSCI shines light in tax gap
MSCI ESG Research has seen growing demand from institutional investors for data on tax-related risk. In response, it has added data such as geographic revenue transparency to its ratings.
Time to make value judgements
Keith Ambachtsheer says net value added for members, not absolute cost, is the way to evaluate funds, and points to a report from Australia’s Productivity Commission as a sensible blueprint.
A leader inside and out
UniSuper CIO John Pearce has put together an internal team that consistently delivers top-ranked returns. Here, he discusses his investment philosophy and reveals a dominant theme for 2017.
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