Jim Creighton: Quant in the 90s and the AI reinvention

I chat with Jim, the former CIO of Barclays Global Investors on the history of quantitative investment, the myths of factor investing, and how machine learning can help solve difficult problems in financial markets. We touch on the future of AI and its use in the broader society – where are the opportunities and where are the potential threats?

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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Silver is the new gold: France’s UMR targets opportunities in ageing economy

Silver is the new gold: France’s UMR targets opportunities in ageing economy

French pension organisation UMR has launched a multi-asset thematic program that will target opportunities in Europe’s ageing economy. It’s part of a broader strategy to increase diversification in private markets where it sees secondary markets as an increasingly important tool.

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Case study: The challenge of sustainability in real estate

This session examined investors’ role and outlines the importance of a common measurement framework.

Case study: The role of natural capital in decarbonising portfolios

This session examined the portfolio implications of transitioning to net zero with a specific focus on what benefit an allocation to natural capital can bring.

Portfolio alignment: How it influences decision making

This session looked at the unintended consequences of the portfolio alignment metric, and how investors can incorporate forward-looking views into their analysis and how it affects investment decisions.

Scenario analysis and investment strategy – the risks of climate

Scenario analysis shows that the ability of pension funds to pay their pensions will be severely impacted by climate.

Indiana’s new asset allocation

Indiana PRS’ five-year asset liability study has resulted in a newly approved target rate of return that CIO Scott Davis dubs one of the most realistic in the country, and a radically different asset allocation. Next on the agenda is a research project examining the fund’s sources of alpha which could have big implications for how it works with managers.

Impact investing at a total portfolio level

This conversation explored how global institutional investors are approaching the challenge of balancing financial and impact goals.

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