In this episode, Alex Proimos, head of domestic content, Conexus Financial, chats with David Bell, executive director of the Conexus Institute, about a range of topics including governance models, market timing, heatmaps and early access.
Finland’s Elo: Larger equity allocations promise new media scrutiny
As Finland's pension funds prepare to increase their equity allocations to unprecedented levels compared to global peers, they must also navigate a new and unfamiliar risk. Elo's chief investment officer Jonna Ryhänen explains the fund's investment approach going forward and how it will manage stakeholder and media scrutiny as they react to swinging volatility and returns.
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Infrastructure: Adding value through ESG
Infrastructure investments face many and complex challenges including sustainability. This session looked at specific case studies of ESG in legacy infrastructure as well as the investor priorities with regards to green energy infrastructure.
Missouri PSRS/PEERS develops cost cutting private markets strategy
As Missouri PSRS/PEERS builds its 40 per cent allocation to private markets, CIO Craig Husting is slashing fees with a large private equity co-investment programme and an in-house direct credit lending allocation.
Asset owners push for better data in private markets
Investors discuss the role of private assets helping drive the transition and the data gathering process in private markets
Lessons in LDI: It can’t be managed on autopilot
Chaos in the UK gilt market has put LDI strategies under unprecedented pressure. Pension funds need to re-evaluate their hedging levels before the BofE removes support.
Kotkin: China bears may have been right about Western resilience
ESG-focussed investors are having a hard time justifying their China exposure to boards. They will need to develop new narratives if they want to stay in the China game, argues historian Stephen Kotkin.
Lack of outcomes shows organisations don’t value racial equity
The disparity between asset owners’ pronouncements on racial equity, and the extremely low number of diverse managers, shows diversity has yet to be embraced.
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