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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MSCI shines light in tax gap
MSCI ESG Research has seen growing demand from institutional investors for data on tax-related risk. In response, it has added data such as geographic revenue transparency to its ratings.
Time to make value judgements
Keith Ambachtsheer says net value added for members, not absolute cost, is the way to evaluate funds, and points to a report from Australia’s Productivity Commission as a sensible blueprint.
A leader inside and out
UniSuper CIO John Pearce has put together an internal team that consistently delivers top-ranked returns. Here, he discusses his investment philosophy and reveals a dominant theme for 2017.
Equity portfolios’ tell-tale turnover
Turnover in a portfolio reflects the extent of a manager’s long-term focus. A new report finds most equity managers replace their shares at a rate more than twice what’s thought of as ideal.
On the geopolitical horizon
It’s impossible for asset owners to predict the year’s geopolitical upsets. Diversification will be the key to a resilient portfolio.
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