In this episode, Alex Proimos, head of domestic content, Conexus Financial, chats with Rob Pruguel, principal consultant at Callidum Investment Research, about vulnerability as we restart the global economy, consolidation with superannuation and how bigger isn’t always better.
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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Temasek chases core-plus infra, creates private credit offshoot
The $338 billion Singapore state investor Temasek is contemplating allocating more capital to core-plus infrastructure projects, especially those related to data centres, energy transition and ageing facilities. The fund also spun out a standalone private credit platform called Aranda from its in-house credit team last fiscal year.
North Carolina TSERS: Taxpayers deserve better in governance overhaul too
Ditching the sole trustee for a five-person board will help bring North Carolina’s pension funds out of enduringly weak performance by encouraging risk taking, says treasurer Brad Briner, whose experience includes managing Mike Bloomberg’s money. Sarah Rundell spoke to the treasurer about the new governance and investment overhaul.
GPIF pins active equity overhaul on ‘scientific’ manager selection
A quest for manager and fund strategy diversification has led the world's largest pension fund, Japan’s Government Pension Investment Fund, to reach a decade-high allocation to active global stocks. Its active equity portfolio now consists of 103 funds, increasing fivefold compared to 2020 when it only invested in 20.
Japan University Fund expands active allocation guided by risk factors
The $77 billion Japan University Fund is stepping up active strategies and introducing country-specific passive allocations as the young endowment, established only in 2022, builds out the policy portfolio. Co-CIO and the head of global investment department Naoya Sugimoto speaks about JUF's vision and manager expectations.
UPP: Canadian investor looks outside US markets
Canada's University Pension Plan is eyeing new risks and opportunities triggered by policies from the Trump administration, like additional taxes for US investments and a surge of public spending on defence and infrastructure in Germany. It is also fine-tuning its roster of active managers.
Igneo’s North American Capabilities
Our North American Capabilities In this short video, John Ma, Partner & Co-Head North America, and Varun Sablok, Managing Director discuss opportunities in North America for middle-market infrastructure investors highlighting the strong potential in four key sectors; Digital, Transportation, Power, and Water & Waste. Why Direct Infrastructure? Michael Ryder, Partner & Co-Head North America, and
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