Jane Hume MP: Policy in unprecedented times

With stocks markets experiencing high vol
Continue Reading

Access the full content on Top1000funds.com

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 Owner Directory (enhanced features coming soon).
Create your Top1000funds.com subscription account
Already a member

Sign in

Already activated your account? Sign in to continue reading and access your saved articles, preferences and member-only content.
Or request login link

Leave a Comment

Computing power, not sanctions, the real lever over China: Kotkin

Computing power, not sanctions, the real lever over China: Kotkin

Computing power offers efficient leverage that Hoover Institution historian Stephen Kotkin argues the US has against China, with the US dominating world’s compute capacity at 75 to 80 per cent. In a keynote address to the Fiduciary Investors Symposium at Stanford University, Kotkin also examined how Nvidia's Jensen Huang could become the central actor reshaping that balance.

Sort content by

PMT builds equity benchmark

PMT, the $81 billion Dutch pension fund for metal and technical workers, will introduce its own bespoke developed market equity benchmark to help align investments with its ESG principles.

Crisis plan can’t be bonds alone

In recent years, bonds have been a life raft when equity markets have fallen. But this negative correlation is not a given. To prepare for the next crash, investors need a robust, tailored plan.

CalPERS mulls leverage

The board of the United States’ largest pension fund calls in the experts as it considers applying leverage in its portfolio, part of efforts to improve a 68 per cent liability-funding ratio.

Performance fees hardly worth it

An analysis of 218 Dutch pension funds has shown that paying performance fees has little impact on performance. Size of fund and specialisation were deemed more important for net returns.

Swiss MPK adds satellite assets

Migros-Pensionskasse CIO Adrian Ryser says the fund has added to its alpha-generating satellite assets with senior loans and other sub investment-grade credit, high yield and infrastructure.

‘Co-opetition’ among funds pays

A body of research demonstrates that a shift in mindset towards asset owners working together, while still maintaining genuinely productive competition, pays off for all stakeholders.

Previous