Michael Recce: The goldilocks approach to neuroscience, AI and investing

Apologies for the sound here, this interview was recorded using Skype and occasionally the quality drops.

I chat with Michael, Chief Data Scientist at Neuberger Berman, on using alternative data sets to improve insights into portfolios, deep diving into specific companies and industries and how these sets allow us to look at the world in a richer and more immediate fashion than ever before.

Nothing on this podcast is to be considered investment advice or a recommendation. No investment decision or activitiy should be undertaken without first seeking qualified and professional advice.

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Border to Coast hunts strategic partners as private markets set to surge

Border to Coast hunts strategic partners as private markets set to surge

The UK’s LGPS pool, £120 billion ($161 billion) Border to Coast, is hunting for strategic relationships with asset managers and global asset owners as it prepares to invest £40 billion in private markets. Chief executive Rachel Elwell speaks to Top1000funds.com about the fund's approach to finding long-term partnerships in the market.

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AIMCo makes private equity top priority

Canada's AIMCo is pushing innovation further, taking ownership stakes in energy groups and hedge funds, and going after private equity with renewed gusto.

GPIF insists on paying only for alpha

Hiro Mizuno, CIO of the world's largest investor, told the CFA conference that in exchange for multi-year commitments its mandates would now claw back fees when firms don't reach alpha targets.

Canadian case for active management

Many active managers in Canada were able to exceed a passive benchmark return by 50-100 basis points, net of fees, for the decade ending December 31, 2016, Russell Investments research has found.

Canadian pensions look east to Asia

Canada’s CPPIB and Caisse are both bullish on Asia, embracing hedge funds and separately managed accounts to capture opportunities, delegates at the CFA Institute Annual Conference heard.

CFA Institute’s Firm of the Future

A move from alpha-related products to outcome-oriented investments and the need for tech-savvy people are among emerging shifts that will be critical for success, a CFA Institute paper shows.

Eisman doesn’t see another Big Short

Steve Eisman, whose bet against subprime mortgages was chronicled in a popular movie and book, says reforms have reined in the leverage that led to his ‘end-of-the-world’ short from a decade ago.

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