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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The lasting impact of pension nudges

Choices people make when they enter defined-contribution schemes tend not to change, even after fraud allegations, a paper from behavioural economist Richard Thaler and other academics states.

Ireland ISIF sparks local economy

The Ireland Strategic Investment Fund pours money into private markets in the local economy that are underserved, to spark GDP growth. Despite challenges finding opportunities, it works.

Divestment doesn’t go far enough

Many investors are ridding their portfolios of assets that contribute to human suffering, but that may not go far enough. Tim Hodgson writes that a global fix requires something far more bold.

GEPF shows value of governance

A controversial loan and an accounting scandal at an investee company demonstrate the value of ESG practices at the $131 billion South African Government Employees Pension Fund.

APG takes the lead on AI

APG is one of the few large asset owners putting AI to work effectively in its investment process. Amanda White looks at how it is integrating machine learning and more to enhance decisions.

Toward an infrastructure asset class

EDHECinfra proposes industry standard benchmarks for infrastructure, based on a framework for measuring risk-adjusted performance and the results from its survey of investors.

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