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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Managing the multiple drivers of long-term investing
For asset owners to stay the course of a long-term investing view, not only do their investment teams need to be behind the objective, but also their board and external managers. Or investors might find themselves fighting an uphill battle in a market where short-termism is prevalent.
Turning AI loose inside asset-owner organisations
The power of artificial intelligence to makes sense of huge volumes of data and produce real business gains has obvious appeal for asset owners. Working out how to apply the technology can be overwhelming, but the Fiduciary Investors Symposium heard that the most important thing is to start.
Looking past the hype to the real benefits (and risks) of AI
AI is on every investor’s lips as a technology that will revolutionise businesses and industries. The Fiduciary Investors Symposium heard that looking past the hype to the tangible, on-the-ground benefits presents some genuine challenges for asset owners and the managers they often employ to do it for them.
How to think about the economics of AI
The pace of development in artificial intelligence and machine learning is head-spinning. The Fiduciary Investors Symposium heard there are examples from the industrial past that serve as good indicators of how the new technology will be adopted, its likely impact, and both short- and long-term strategies for effective adoption.
Canada’s Maple 8 ‘couldn’t be more different’, says OMERS
Much can be said about Canada’s so-called Maple 8 funds and their pension models, which have provided stellar learning materials for the rest of the world, but OMERS chief executive Blake Hutcheson questioned whether bundling them all together is appropriate.
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