I speak with my a great voice of independent research in London on the topics of using alternative data for FX and macro research for quantitative strategies. We talk a lot about Saeed’s well known work in macro-economics, in FX research, as well as his well known and regarded book.
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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CAAT sheds public equity
Canada’s fully funded Colleges of Applied Arts and Technology Pension Fund will move 15 per cent of its assets from public equities to real assets and private equity, following a review.
Holistic returns, not poker
Hermes chief executive tells fiduciary investors that success should include helping create a sustainable world; otherwise, they’d be better off investing people’s money in top poker players.
Digital value add: alpha from IT
A panel tells delegates that asset managers need to make the shift from using IT to support back-office functions to applying it in their fundamental investment decision-making.
European risk premium justified
There is a European risk premium investors can access, the executive director of the Fonds de Réserve pour les Retraites said at the opening of the Fiduciary Investors Symposium, at INSEAD.
Two-portfolio balancing act
Compenswiss moves assets between two portfolios and has an increasing focus on real estate. It’s all an effort to seek returns while keeping risks down and meeting mandates for liquidity
Return targets head downward
The challenging market environment is putting pressure on pension funds. In response, many are lowering return targets, rather than taking on more risk or requesting larger contributions.




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