I chat with John, the founder of Quantopian, on how he got started in quantitative finance, where he sees the industry evolving and how he created a global community of intrinsically motivated coders to create unique solutions to the greatest intellectual game on earth.
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.
China's advanced infrastructure and ballooning debt are two sides of the same story, says Carnegie Endowment nonresident senior fellow Michael Pettis, who compares China's coming consumption-led rebalancing to Japan's in the 1980s. In conversation with Top1000funds.com Asia Pacific correspondent Darcy Song, Pettis unpacks what this means for institutional investors weighing China exposure over multi-decade horizons, and why he remains bearish on the country's outlook.
Leading asset owners have integrated ESG into their investment policies and processes in order to harness the opportunities of global systemic drivers, a panel of investors told PRI in Person.
Three managers presented their wares in mock mandate pitches at the PRI in Person, meant to show how leading asset owners assess their managers’ investment practices and integration of ESG.
Passive Aggressive – the world of index investing is in flux as ESG integration into passive is on course to become the norm for new mandates.
Australia’s sovereign wealth fund has revamped its equities portfolio to take on deliberate factor risk and target idiosyncratic risk. The fund’s head of equities, Björn Kvarnskog, explains.
CalPERS’ board has named Meketa its new infrastructure consultant, citing its high ratings and setting aside investment office calls to have a single adviser for infrastructure and real estate.
A reduced and reworked equities allocation, a buildup of income-producing assets and a commitment to readily available cash are all part of NMSIC CIO Robert Smith’s protection plan.
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