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
Beyond asset classes: Active credit becomes the test case for Florida’s portfolio evolution
Florida State Board of Administration has built an active credit portfolio spanning public and private markets, CIO Lamar Taylor says the initiative could be the first step in a broader shift away from traditional asset-class investing towards a framework centred on return drivers and risk exposures.
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Real assets, public equity the key as Oregon PERS gets climate mandate
The US state of Oregon is on the cusp of passing a legislation that will require the $100 billion Oregon Public Employees Retirement System to invest in clean energy wherever possible as it aims for a net-zero portfolio by 2050.
Mega pools: Brunel and ACCESS become casualties in ongoing LGPS shake-up
Brunel Pension Partnership, renowned for its leadership in sustainable investment, and ACCESS have been told to merge with other LGPS pools in the latest step on the UK government's quest to create mega pools and boost investment in so-called productive assets.
Future Fund to internalise some local real assets amid US uncertainty
Australia’s sovereign wealth fund says managing FX in its portfolio is becoming more challenging as the dominant role of the US in the global order is redefined. Meanwhile, it’s also bringing management of Australian infrastructure and property in-house as part of a focus on domestic real asset exposures.
WSIB edges towards standalone private credit, eyeing best GPs
Unlike many other US institutional investors, Washington State Investment Board has not built out a large private credit allocation. This autumn the board will decide on the size and shape of a standalone allocation in which partnering with top quartile GPs will be essential.
Canada’s CAAT pension fund ups real assets
The $23 billion Toronto-based Colleges of Applied Arts and Technology Pension Fund (CAAT) is increasing its allocation to real assets in line with a new asset liability study completed last year, finding rich pickings in Canadian transition infrastructure.
If good pain exists, private markets are feeling it
Uncertainty surrounding the impact of the US administration’s policy plans weighed on markets, including the implementation and reversal of tariffs, job cuts across the federal workforce and tightened immigration enforcement.
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