Asif Noor: Opening up on data and financial fragility

I chat with Asif on his career journey, how the world changed after the GFC and what he sees for the future of machine learning assisting with rigorous testing of a hypothesis.

Career, systems, how the world changed after GFC, data sets that are interesting, AI and machine learning, neural networks, testing a hypothesis and data.

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.

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NZ Super cuts benchmark return expectation on US valuation concerns

NZ Super cuts benchmark return expectation on US valuation concerns

A view that the US stock market is overvalued and equity risk premia will be lower over the long term has driven New Zealand Super to lower the return expectations for its reference portfolio following its recent five-yearly review of the benchmark. Co-chief investment officer Brad Dunstan also flags underweight commodity exposure as an area to address and explains why the fund remains sceptical of illiquidity premia despite seeing a growing case for private markets.

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DiNapoli’s first snag at NY State fund as markets sour again

After three tumultuous years of reforms including a raft of new policies and procedures at the third-largest pension fund in the US, culminating in a 25.9 per cent return last year, Thomas DiNapoli, the New York State Comptroller, has hit a snag in the last quarter.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

NYSTRS defends defined benefit funds

The defined-benefit New York State Teachers’ Retirement System is defending its 8 per cent assumed rate of return at a time in the US when the limelight is focussed on pension fund structural issues.    mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

SimCorp research focuses on pension fund best practice

SimCorp Strategy Lab, a private research institution, designed to challenge industry best-practice on issues relating to mitigating risk, reducing cost and enabling growth in the investment management industry, has set up four new sector-specific research groups including a separate group focused on pension funds.      mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

Water a new focus area for Canadian fund

Water is the latest focus area for the Canadian Pension Plan’s responsible investing initiative, with the fund planning to target big Canadian and global companies this year to gather information on their water usage. Click here to read more.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

ADIA looks to GM for economist

The Abu Dhabi Investment Authority has hired General Motors’ chief economist and director of global economic and industry analysis, Ted Chu, as its chief economist.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

Washington takes risks within wider framework

The $71 billion Washington State Investment Board has made a renewed commitment to overweighting emerging markets and private equity, but a comprehensive enterprise-wide risk management framework will help ensure the inherent risks of that strategy remain in check.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3

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