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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Frampton shows the way as APFC turns to China, private equity
Opportunity in China, risk aversion in fixed income as spreads remain tight, and turning up the volume in private equity: Alaska Permanent Fund Corporation's Marcus Frampton talks latest strategy at the $82 billion fund.
People’s Pension: The British fund with Australian characteristics
The £26 billion ($33 billion) People’s Pension, one of the largest master trust workplace pensions in the UK and forecast to reach £50 billion assets under management in the next five years, is modelling itself on Australia's super funds.
Investment staff at Ohio STRS lose bonuses to board infighting
The investment committee at the $94 billion State Teachers Retirement System of Ohio (STRS Ohio) has narrowly voted to block bonuses to investment staff.
Thames Water losses hold lessons on the importance of a comparative view
The travails of UK utility Thames Water highlights the importance of seeing infrastructure investment in the context of wider market or peer investments, rather than just focusing on the one asset.
‘Nothing will stop this trend’: Investing in the energy transition
The energy transition is happening; the only question is the pace at which it takes place. In assessing the investment opportunities, it helps to break the transition down into easily digestible segments. Top1000funds.com explores the opportunity set for investors, including the need to think about cross-disciplinary risks and to specialise.
The subtle complexity of best-practice pension management
Identifying best practice in pension management is not a straightforward task. As much as asset allocators may want there to be a definitive answer, differences in size, mandate and resources between different pension funds means an investment approach that works for one may not work for others.
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