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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AP funds face consolidation as report flags scale and efficiency wins
A long-awaited review into Sweden's buffer funds suggests consolidation between the three Stockholm funds – AP1, AP3 and AP4 – stating that the advantages in terms of efficiency and scale outweigh the disadvantages of continued separation.
How liability-aware investment took off at Seattle SCERS
Seattle City's chief investment officer Jason Malinowski explains why he has embraced liability aware investment, why hedge funds and commodities are out, and why cash - not a risk-free asset for a long-term investor – is kept to a minimum.
CalPERS extols the benefits of co-investment in private equity
A recent board meeting marked progress in turning around the fortunes of CalPERS' private equity portfolio. Large co-investments and reducing the bias to buyout are reshaping the profile of investments, said portfolio manager Anton Orlich.
How collaboration and creativity come together in OTPP’s new offices
OTPP has re-imagined the office with its new downtown Toronto headquarters. George Konidis explains how the premises will help attract top talent and support a new kind of working and collaboration.
AIMCo talks total portfolio approach, private credit, and risk
As AIMCo prepares to beef up its private credit team in New York, CIO Marlene Puffer explains how she plans to scale the allocation, as well as describing a new total portfolio approach to private markets, and the investor's new approach to risk management.
Brunel uses AI in stewardship and doubles down on manager misalignment
Brunel Pension Partnership has introduced AI in its stewardship processes, and is working with other asset owners to put more pressure on asset managers to align with its climate demands.
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