Gideon Smith: Fundamentals and the golden age for quants

I chat with Gideon, CIO & global head of portfolio
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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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APG in Asia: local, scalable

Dutch pension fund APG finds that bespoke, expandable deals with partners in the area serve it best in the competitive Asia-Pacific markets. Regional head Wim Hazeleger explains the approach.

UK’s Brunel ready to pool assets

Brunel Pension Partnership is starting its consolidation of 10 local government pension schemes into one mega fund. CIO Mark Mansley cites pragmatism and cost among the guiding objectives.

Fund managers lack business skills

PGGM's Jaap van Dam and Kempen's Lars Dijkstra say that asset owners with long-term horizons should look for managers who can analyse industries and companies to find intrinsic value.

OTPP makes paying well pay off

Ontario Teachers must pay well to attract talent for in-house management, but its results are worth it. The fund's ways of linking remuneration to performance hold lessons for the world.

Rethink fund manager relationships

When the £16 billion BBC Pension Scheme started moving away from active listed strategies, it was time to rethink its interactions with external managers, starting with a few key questions.

GPIF seeks better beta through ESG

You can't beat the market if you are the market. That's reality for Japan's behemoth pension fund; therefore, it looks to improve overall returns by engaging and investing with an ESG focus.

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