Scott Treloar: Skiing in Singapore and how to quantify investor skill

I chat with Scott, the CEO of Singapore-based Noviscient, about shape of the hedge fund industry and how to create better systematic allocation to funds using machine learning techniques. Reflecting on his career in Deutsche Bank in Asia and running his own statistical arbitrage fund, we discuss the pragmatic applications of quantitative methods and the use of AI in society.

Nothing on this podcast is to be considered investment advice or a recommendation. No investment decision or activity should be undertaken without first seeking qualified and professional advice

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LPPI: Keeping AI risk in check

LPPI: Keeping AI risk in check

As the risk of an AI bubble grows, LPPI's Richard Tomlinson reflects on how the LGPS pool manages and measures AI exposure. In an interview with Top1000funds.com, he also explains how he has been moulding the fund's investment structure to be fit for a post-LGPS reform future.

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A granular view of emerging markets will serve investors better

A market-weighted index isn’t necessarily the best indicator of where growth in Asia will come from in future. The Monetary Authority of Singapore's Bernard Wee told the Fiduciary Investors Symposium that investors must take a much closer look at the region and understand the nuances of trade and investment.

Investors urged to allocate more and get boots on the ground in Asia

The economic fundamentals of Asia dictate that asset owners should lift their allocations to the region, and a panel at the Fiduciary Investors Symposium - including chief of APG in the region - heard the best way to exploit the emerging opportunities is to have investment professionals on the ground.

China experts split on the nation’s financial policymaking capability 

The strength of China’s national leadership remains a central topic for avid China watchers around the world. As the nation heads into a structural reshuffle of its economy, investors, researchers and political scientists have different views on Chinese policymakers’ ability to work with the financial market from this point on.

Asian investors reveal home bias challenges

For investors based in Asia, a home bias can throw up some challenges that affect investors homed in other regions much less. Three Asia-based investors - Temasek, Brunei Investment Agency and Khazanah - outlined to the Fiduciary Investors Symposium in Singapore last week how they face into those challenges.

Investors urged to approach green asset certification in Asia with caution

National University of Singapore’s leading sustainable finance researcher Sumit Agarwal has urged global investors to maintain a critical mindset when approaching an asset class’s green certification, saying that buying into sustainability claims blindly can undermine both the investment’s returns and their societal goals.

Looking backwards is a poor way to assess Asia’s future

The specific drivers of growth of Asian economies means a traditional view of asset allocation is not necessarily the best way to approach investing in the region, the 2024 Top100funds.com Fiduciary Investors Symposium in Singapore has heard.

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