COVID Popup Podcast: Curious Quant and Nick Wade discuss if risk models have something to say about pandemic risk.

Nick Wade from Northfield and the Curious
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Highlights video | Stephen Kotkin

Highlights video | Stephen Kotkin

Few forces are reshaping institutional portfolios Continue Reading A Top1000funds.com subscription unlocks the full article Join the global institutional investment platform read by the world's largest asset owners, fund managers and consultants. New here Create an account Complimentary to register. We'll verify your details and grant access to the archive, our newsletters and the Asset

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Wellcome Trust: Hedge funds, property and low allocation to equity delivers

Allocations to property, some hedge funds and holding most of its assets in currencies other than sterling, helped Wellcome Trust withstand the impact of last year's simultaneous decline in prices in equities, government bonds and corporate credit on a scale not seen for many years.

After the horror of 2022, UTIMCO says asset classes set to do well

It’s possible that a traditional 60:40 passive portfolio could get close to a target return of 7-8 per cent this year in a trajectory not seen for the last 12 years, according to Rich Hall, CIO of $65 billion University of Texas endowment.

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Better internal investment integration and co-ordination will underpin long-term returns for two of the world’s largest investors, CPP and CalSTRS, but they’re also closely focused on how cultural issues – including diversity and team-building – affect whole-enterprise performance.

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AP3’s ability to actively benefit from volatile markets is rooted in a reform process undertaken by CIO Pablo Bernengo, replacing decade-old, separate alpha and beta allocations with a traditional asset class structures but avoiding silos. Active risk and sustainability go hand in hand, he says, and is a 2023 focus.

Investment industry needs to rethink strategy: Future Fund CEO

Persistently challenging market conditions driven by stagflation, uncertainty and volatility, the response to climate change and populism increasingly shaping government decisions, mean 60:40 needs a re-think according to Raphael Arndt, chief executive of the A$240 billion Future Fund.

OECD flags enduring obstacles to illiquid investment

A recent OECD report argues that pension funds have a vital role to play in helping finance the COVID recovery in areas like infrastructure and SME investment. Yet it also warns of pension funds’ limitations when it comes to investing in illiquid assets, and the risks.

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