I chat with Anthony, Director at Verge Labs, on the open-source revolution, how we should frame the conversation around ethics and potentially optimistic viewpoint as artificial intelligence evolves.
Nothing on this podcast is to be considered investment advice or a recommendation. No investment decision or activity should be undertaken without first seeking qualified and professional advice.
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.
Recognising that different asset allocation portfolios are suitable for investors with different needs, Jason Hsu and Omid Shakernia think it is probably too ambitious to establish a unifying structure for determining benchmark asset allocation portfolios. Instead, they propose a framework for thinking about asset allocation alpha, assuming that investors have suitably determined their asset allocation policy portfolio. And the framework is:
Solving short-termism is being held up by the institutional investment industry as some sort of performance saviour. There have been many attempts at uncovering the problems of, and offering solutions to, short-termism with numerous reviews, conferences and papers discussing the need for long-term investing. These include the incentives and behaviour of asset owners, asset managers
On March 8 when Yngve Slyngstad announced the annual results of Norway’s sovereign wealth fund, he did more than unveil a routine set of numbers. The chief executive of The Norges Bank Investment Management (NBIM), which manages the Government Pension Fund Global (GPFG), was also revealing the first results following what he called a “substantial” change
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