Anthony Tockar: Data ethics and the AI arms race

I chat with Anthony, Director at Verge Labs, on th
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CalPERS’ private markets chief: TPA won’t disrupt PE commitment pacing

CalPERS’ private markets chief: TPA won’t disrupt PE commitment pacing

Anton Orlich, CalPERS' newly minted deputy chief investment officer for private markets, says the fund’s July adoption of the total portfolio approach will not impede the private equity strategy launched in 2022, arguing that short-term relative-value calls made under TPA would be expressed in liquid markets and not by oscillating commitments to private markets. In an interview with Top1000funds.com, Orlich unpacks the asset class’s four-year transformation.

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Pandemic I: The first modern pandemic

In this memo Bill Gates shares his views of how to accelerate global innovation, which is the key to limiting the damage to society and the economy. This includes innovations in testing, treatments, vaccines, and policies to limit the spread while minimizing the damage to economies and well-being.

Investors focus on human capital

Investors are putting pressure on companies to accelerate the shift to purpose-driven leadership and focus on human capital policies during the crisis. But while there are some examples of corporations making policy changes that positively impact their workers, supply chain issues pose a significant problem.

Crisis highlights agency issues in Oz

The current coronavirus crisis has created investment governance challenges for Australia’s superannuation funds – with regard to liquidity requirements – that are relevant to any DC scheme which invests in illiquid assets. It highlights the potential impact of agency issues on decision-making during a crisis environment.

The economics of a pandemic

This lecture by professors of economics at the London Business School looks at the science, health policies, economics and macroeconomic policies related to COVID-19.

ESG tool tracks supply chain COVID risk

ESG data provider, Fair Supply Analytics, has produced technology that maps the impact of COVID-19 on global supply chains, and can be used by investors to measure their investment portfolios exposure to the sectors and countries most effected.

London’s CIV talks pooling progress

The coronavirus is an unprecedented test for the UK’s eight Local Government Pension Scheme asset pools. The London Collective Investment Vehicle, the pooling manager for the pension assets of London’s 32 boroughs has lost 15 per cent of the value of its portfolio for the month, and CEO Mike O’Donnell says ensuring liquidity and diversification are priorities in the months ahead.

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