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.
The twin forces rewriting the rules of investing
Portfolios built for the old world will be severely tested as emerging forces rewrite the rules of investing. The Fiduciary Investors Symposium heard that geopolitical and macroeconomic upheaval, together with the disruption wrought by AI, should force asset owners to rethink the structure and composition of portfolios.
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LACERS prioritises local companies
The Los Angeles City Employees’ Retirement System (LACERS) will give preference to Los Angeles-based companies in its alternative investment allocations, providing all else is considered equal in terms of performance, strategy, personnel, and philosophy. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Alaska continues self assessment with special meeting
The Alaska Permanent Fund Corporation Board of Trustees has called a special meeting for October 15, to discuss among other things the performance of the executive director and the fund’s securities lending agenda. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
New era in private equity fees: Watson Wyatt
In this latest paper, Watson Wyatt, suggests some changes to redress the imbalance in private equity fees including changing the basis on which a manager sets its management fees; and that GPs should consider phasing in management fees over the investment period to reduce the significant fee drag from paying on commitments early in the
Russell Investment Manager Outlook
The market is no longer undervalued, according to the views of more than 200 funds managers in the September Russell Investment Manager Survey, which among other things found that 54 per cent of managers believe the US equity market is now fairly valued. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Cost vs value: US funds suffer fee creep
The 2009 cost of doing business survey by the Callan Investments Institute found that fees paid by US funds have been increasing on the back of higher allocations to more expensive asset classes and lower allocations to passive investment. Amanda White spoke with Callan’s executive vice president and director of capital market and alternatives research,
Why US funds can drive harder fee bargains
Many US fund sponsors believe they have not received fair value for the fees they paid to investment managers in recent years, a survey by Callan Associates found. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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