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.
Rest Super’s selective approach to PE pays off as program comes of age
A concentrated bet on fewer, better GP relationships is paying off for one of Australia's largest superannuation funds. Built on selective manager and deal selection rather than a broad roster, the A$112 billion ($78 billion) Rest Super delivered private equity returns more than double the peer average last financial year, as the fund proactively courts top-tier PE firms instead of waiting to be approached.
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GPIF finds gaps in manager engagement with Japanese corporates
The annual survey by Japan’s 245.98 trillion yen ($1.5 trillion) Government Pension Investment Fund, measuring asset manager engagement of listed companies, finds purposeful and constructive dialogue between investors and companies remains challenging. Lacklustre asset manager engagement with investee companies comes as GPIF seeks to widen its manager pool.
Thailand’s GPF – where sustainability is more important than returns
Thailand’s GPF is a regional leader in ESG integration. Top1000funds.com talks to Man Juttijudata, responsible for GPF’s active investment and outsourced investments about the challenges – like how to treat EV companies – and how uses fund managers for nuanced assessment.
Why climate tech is key to net zero
Governments and the private sector are supporting climate technology. Learn why net zero is the future. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Texas Teachers’ growing pressure on hedge fund fees is working
TRS is pioneering efforts to change the fee structure in hedge funds. CIO Jase Auby says new fee models now apply to around two thirds of the pension fund's hedge fund relationships
GIC seeks discipline, diversification in ‘profound uncertainty’ ahead
Singapore’s sovereign wealth fund GIC is bracing for a period of “profound uncertainty” as the fund looks to rely on more “granular” diversification and maintaining price discipline to traverse the environment.
Study gives evidence of value-add from TPA over SAA
The funds that use TPA added 1.8 per cent pa for 10 years above those using SAA in a recent Thinking Ahead Institute study of 26 asset owners. And the systems-thinking TPA approach, with the benefits of dynamism and joined-upness, will help asset owners in an environment of increasing complexity.
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