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.
CalPERS’ public and private equity reset shapes performance
CalPERS is continuing to reap the benefits of a sweeping overhaul of its public and private equity programs, with the two asset classes, which are the biggest components in the portfolio, powering a 14.8 per cent return for the $637 billion fund in the last reporting period.
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Financial services risks redundancy if leaders don’t step up on AI
The financial services industry is well positioned to benefit from the “exponential upside” resulting from the use of AI, but its senior leaders are not bold enough in embracing and using AI, according to speakers at the Amundi World Investment Forum.
Why simplicity matters in total portfolio approach
The key to implementing a successful total portfolio approach is not about creating complexities, but rather maintaining simplicity within the shared lexicon of an investment team, said two of the approach's most well-known adopters.
Reflections on Fiduciary Investors Symposium, Toronto
The Fiduciary Investors Symposium was held in May in Toronto. Conexus Institute executive director David Bell shares his reflections through the lens of a researcher focused on Australia’s superannuation system and a former pension fund CIO, and someone with a strong academic background in all things investment and pension related.
Build a playground, but let your investment team play on the slide
Innovation comes from collaboration, not from building silos, the Fiduciary Investors Symposium has heard. Leading academic Redouane Elkamhi told the symposium the boards of pension funds should create structures that allow investment teams to actually do what they are asked to do.
Enhanced tech capabilities makes reinforcement learning viable
What was once too intense to be utilised by computing processes, reinforcement learning has become a viable tool for asset owners. John Hull, Maple Financial chair in derivatives and risk management at the Joseph L. Rotman School of Management, told the Fiduciary Investors Symposium this now outperforms simpler modelling approaches.
Same same, but different: Governance lessons from three markets
Despite global pension markets’ varying levels of maturity, the goal of combining portfolio resilience with meeting fund objectives is the same, and it can be achieved through different manifestations of governance structures.
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