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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The Pension Protection Fund: lifeboat in a storm

Crisis in the global economy may be knocking the value of most UK pension funds off course, but it is actually helping swell assets at the £12-billion ($19-billion) Pension Protection Fund (PPF). Established in 2005 along similar lines to America’s giant Pension Benefit Guaranty Corporation, the PPF absorbs the assets of defined-benefit private sector schemes

Illiquid medicine brings rude health to the Wellcome Trust

Sir Henry Wellcome, the early twentieth century pharmaceuticals magnate (pictured below), would be pleased with how well the London-based charitable foundation that bears his name has weathered the global downturn. The Wellcome Trust (WT), which supports medical research in Britain and around the world, reported a total return of 12 per cent for the year

Swiss investors on the hunt for alternatives

A company pension fund might not be the first place you would think of applying for a mortgage. According to Matthias Weber, a partner at Zurich consultancy ifund services, the issuance of mortgages by investors is likely to deepen as Swiss pension funds continue on their quest to find good alternative assets. Weber has just

Real estate the object of desire for UK funds

United Kingdom pension funds will increase their real estate allocations as bond and equity investments continue to disappoint, according to new research by property consultancy Jones Lang Lasalle. The funds typically hold around 5 per cent of their assets in real estate, but the recent findings predict the pendulum will swing in favour of much

CFA Institute survey reveals ethical vacuum leads to lack of trust

An absence of appropriate ethical culture at financial services firms has been the biggest contributor to the lack of trust in the finance industry, according to a global survey of CFA Institute members, which attracted more than 6000 responses. Matt Orsagh, director of capital markets policy at CFA Institute, says to restore integrity in global

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