Nick Wade: Driving from Beijing to Paris and stories in risk modelling

I chat with Nick, Director of Asia Pacific Marketing at Northfield Information Services, about the bubbles we live in socially, philosophically and professionally. Risk modelling has evolved to mirror active management and yet entails residual dogma and structural flaws in delivery and execution. In this fascinating conversation we unpack where AI will take financial services, the importance of time horizons and the better questions asset owners need to ask themselves in order to understand their portfolios.

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.

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CalPERS’ public and private equity reset shapes performance

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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Investors need to face up to commodity realities in the energy transition

Commodities are at the heart of the energy transition, impacting both the coming structural decline of fossil fuels and the demand for the new economy critical materials. But the reality is that many investors are reluctant to talk openly about commodities because of the negative perceptions of the sector.

How Ireland’s ISIF is helping crowd-in transition finance

The €15 billion ($16.1 billion) Ireland Strategic Investment Fund (ISIF) is finding compelling investment opportunities in the energy transition and is successfully drawing in additional investment to finance Ireland’s net zero commitments.

What Dutch pension fund reform means for fixed income and risk allocations

As the Netherlands’ overhaul of its €1.45 trillion ($1.6 trillion) pension sector gathers pace, funds are preparing to change their asset mix and hedging policies.

Private equity angst at Oregon

A stubbornly high exposure, lacklustre M&A deals and exit activity as well as a slowdown in fundraising and deployment and market volatility creating benchmarking havoc have all conspired to cause consternation in the Oregon Public Employees Retirement Fund's private equity allocation.

Texas ERS boosts cash allocation as higher rates end era of dead money

Texas ERS has bumped up its allocation to cash to 10 per cent, and revamped its global equities around a core fund with an overweight to AI and other Magic Seven themes, drug manufacturers and aerospace. Another key development in equities includes reducing the number of stocks by half.

Risk management in an age of geopolitical uncertainty: Davos 2024 insights

Geopolitical risk was a key theme at Davos 2024 says FCLTGlobal’s Sarah Keohane Williamson who hosted an institutional investor CEO roundtable at the World Economic Forum. She says investors need to address geopolitical uncertainty in their strategies with the ability to distinguish signal from noise more critical than ever before.

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