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
CPP: Why doing the right thing in TPA can look like losing
CPP Investments has argued that a TPA portfolio has a high chance of appearing to have underperformed when evaluated against traditional SAA benchmarks, even when the underlying investment decisions are sound. In a recent paper, the fund argues TPA portfolios should be judged on a broader scorecard.
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Rethink remuneration
Institutional investors around the world have been lobbying for the right to have a say on pay, a right to have an input into the remuneration of the executives in the companies they invest in. In June the UK’s business secretary, Vince Cable, laid out new plans that will give shareholders three-yearly votes on executive
Endowments fall
from grace
US college and university endowments have gone from pioneers in the adoption of socially responsible investing (SRI) to markedly trailing the rest of the investment industry in integrating environmental social and corporate governance (ESG), new research reveals. The Boston-based Tellus Institute, an independent not-for-profit think-tank, looked at 464 endowments and was damning in its findings,
How to find a safe haven in Europe
MSCI looks at how equity investors can find European stocks that offer some protection against the current volatility buffering markets. Zoltán Nagy and Oleg Ruban examine how the Barra Europe Equity model (EUE3) can be used to help identify stocks that are less sensitive to the unfavorable movements in troubled countries. Using the covariance matrix
Kay Review recommendations tackle short-termism
Co-head of responsible investment at the £32 billion Universities Superannuation Scheme, David Russell, says asset manager engagement with companies should move away from its “almost myopic focus on remuneration” to other issues that impact value and strategy. His comments come on the back of the final report of the Kay Review of the UK equity
POLL: Which strategy within emerging markets debt do you find the most compelling?
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CalPERS: “opaquely transparent”
A Columbia Business School case study on CalPERS has criticised the fund for being “opaquely transparent”, with a computation of investment expenses revealing the fund pays three-to-four times its peers in fees. Written by Columbia professor of business Andrew Ang and Columbia CaseWorks fellow, Jeremy Abrams, Californian dreamin’: The mess at CalPERS examines the political,
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