Gideon Smith: Fundamentals and the golden age for quants

I chat with Gideon, CIO & global head of portfolio management at Rosenberg Equities, on data playgrounds, hubris and the exciting future for quantitative investing.

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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I wanted to reach out today to thank you for your loyalty and continued support of our publication. For nearly two decades, we’ve provided independent, in-depth journalism on how the world’s largest institutional investors construct portfolios, make allocations and navigate an increasingly complex investment landscape. Today marks a new chapter for Top1000funds.com. From today, our

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COVID-19: How do pension systems fare?

Rhodri Preece, senior head, industry research at CFA Institute, looks at how COVID-19 has highlighted the areas of improvement in pension systems around the globe.

Sustainability Digital 2021 Live Stream

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Merger progresses company ESG reporting

SASB and IIRC merge to form the Value Reporting Foundation, a move that is in direct response to calls from global investors and corporates to simplify the corporate reporting landscape.

NZ Super debates currency risk

NZ Super's recent five-year reference portfolio review saw much debate over currency risk, with the discussion elevating to the board - an unusual situation for the fund whose internal IC usually makes recommendations to the board.

Democracy intact: Kotkin

The victory of Joe Biden over Donald Trump in the US general election is a “double repudiation” not just of Trump but of the “democracy in crisis crowd” who thought American democracy was under threat, argues historian and author Stephen Kotkin, Professor in History and International Affairs at Princeton University.

Investors need to get behind materiality

Oxford University professors Richard Barker and Bob Eccles explain why they are calling for investor support for an IFRS Foundation Sustainability Standards Board, which would focus its efforts on the sustainability information most relevant to investors.

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