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.
The long horizon might seem too long for many investors to deal with; but there’s no escaping the imperative to proactively deal with carbon risk says PGGM's Jaap van Dam.
Publica, one of Switzerland’s largest investors, is reallocating assets away from government bonds into real assets as it dynamically adjusts asset allocation due to macro-economic instability.
Two UK local government pension schemes will merge, with a strategy of boosting internal management to 80–90 per cent of assets as well as paring back equity allocations.
The 10-year anniversary of PRI coincides with the recent adoption of two major agreements by the global community, represented by the United Nations.
To better manage downside risk, the second-largest UK local government pension scheme has a plan to gradually alter its equity allocation.
The mechanism for sharing risks via fees in the pension industry is weak, says Fiona Trafford-Walker. Asset-based fees don't reflect managers’ ability, and clients don't get enough of the benefit of scale.
Top1000funds.com is the market leading news and analysis site for the world’s largest institutional investors. It focuses on leading the global investment industry to continuous improvement through case studies of best practice in governance and decision making, portfolio construction and efficient portfolio management, fees and costs, and sustainable investing.
The publication pushes the industry to question whether status quo processes and behaviours to tackle risks and opportunities will be sufficient in the future, and actively campaigns for diversity, sustainability, transparency, innovation and better alignment of fees in the investment industry.
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