In this episode, Alex Proimos, head of domestic content, Conexus Financial, chats with Veronica Klaus, general manager – investment consulting at Lonsec, about a range of topics including the advice gap, allocations for retirement, liquidity in private assets and income strategies for retirees.
COAERS finds rich pickings in PE secondaries; warns of retail risk
The exit drought and extended holding periods in private equity is causing mounting pain for many LPs. But for Austin-based COAERS, it is providing ample market to pick up bargains in the secondary market. Sarah Rundell spoke to CIO David Kushner.
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CalPERS’ alternatives SIO has responsibilities reinstated
The newly appointed senior investment officer of the alternative investments management program at CalPERS, Real Desrochers, will have authority and management delegation reinstated after it was withdrawn when the former SIO resigned amid a fraud lawsuit.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Diamonds do brilliantly with funds
It’s well-known that girls have always had a not-so-secret camaraderie with diamonds, now it seems the fund world is getting in on the benefits of that acquaintance. Diamonds are the icon of a harmonious bond, and the relationship between Harry Winston Diamond Corporation and Diamond Asset Advisors makes that symbol literal.mrec4inarticleinline Sponsored Content scnative1 scnative2
Implementing CalPERS new asset allocation
Setting a new asset allocation is one thing, implementing it is another thing altogether. CalPERS expects to have its new asset allocation implementation policies completed by the beginning of July, so head of asset allocation, Farouki Majeed, discusses the challenge.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Strategy should lead compensation: Ambachtsheer
A fund’s overall investment strategy should lead how senior staff are compensated, a recent survey into pension fund pay levels found. KPA Advisory Services recently asked 37 funds with combined assets of more than $2.2 trillion about how they structured their pay for senior staff and published the results in its latest monthly, The Ambachtsheer
Texas CIO dismisses calls for flexibility
A successful tactical bet by the investment team of the Teacher Retirement System of Texas fuelled a heated debate at the April investment committee meeting which concluded with chief investment officer, Britt Harris, dismissing the need for more flexibility in the fund’s policy statement.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Choose your goal posts … and then keep them there
Is the choice between a cap-weighted or fundamental index really going to result in more goals (or alpha), or is it just shifting the posts? It doesn’t really matter what you choose as your benchmark – it is exactly that, a benchmark. A point of reference. But if what you are deciding is the choice
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