In this episode, Matt Smith, director of retail content, Conexus Financial, chats with Matt Raddy, chief executive of Allianz Retire +, about annuities, video conferencing and breaking the old rules around investment ideas.
Aware Super maps AI exposure as it sharpens whole-of-portfolio risk focus
Australia’s third-largest pension fund Aware Super is taking stock of its investment exposure to AI and the initial analysis suggests at least 15 per cent of the fund’s assets are exposed to the thematic. In a project deep dive, head of investment strategy Michael Winchester says finding the portfolio's true concentration around AI will require looking beyond simple dollar aggregation.
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As Japan’s GPIF builds out PE, new research flags measurement method
For investors struggling to develop better ways to measure private equity fund performance, researchers at the giant Japanese fund, GPIF, suggest an alternative measurement model that compares private and public assets more accurately.
APFC mulls self evaluation and more board members in governance revamp
In a recent board meeting, trustees at APFC heard from governance experts on the importance of self evaluation; why rules around trustee contact with investment staff are important and how more board members could support oversight at the sovereign wealth fund.
PFZW nails down costs; economies of scale pay off
Dutch fund PFZW manages to keep a lid on costs which fell to 0.42 per cent of invested capital last year, comfortably below its target of no more than 0.50 per cent of assets. Economies of scale pay off despite private markets accounting for well over three quarters of total.
Fixed income and active equity pay off at Brazil’s FUNCEF
Switching out of equities into fixed income last year has helped swell returns at Brazil’s Fundação dos Economiários Federais, FUNCEF. Other return-boosting strategies included active equity investment.
Total portfolio management pays off at LPPI
The Local Pension Partnership pooled fund has saved £113 million in costs since inception. But the real benefit, according to chief executive Chris Rule, is the governance structure which allows the outsourced provider to manage the total portfolio. He spoke to Amanda White about the power of total portfolio management.
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