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.
Beyond asset classes: Active credit becomes the test case for Florida’s portfolio evolution
Florida State Board of Administration has built an active credit portfolio spanning public and private markets, CIO Lamar Taylor says the initiative could be the first step in a broader shift away from traditional asset-class investing towards a framework centred on return drivers and risk exposures.
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Money managers snooker consultants: Ennis
Reflecting on 40 years in the investment industry, founder of Ennis Knupp & Associates and executive editor of the FAJ, Richard Ennis, tells Amanda White why the investment consulting industry is at risk of becoming a distribution arm for the money management industry.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Korea’s national fund steps on the gas with global shift
The $200 billion National Pension Fund of Korea, which like many Asian funds sailed through the global crisis virtually unscathed, is looking to reduce its big overweight to fixed interest in favour of international equities and other growth assets.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Mezzanine opportunities in real estate
Institutional investors could consider the issuance of new performing senior and mezzanine debt as a lower risk opportunity in real estate, according to a new paper, “Real estate debt – from crisis comes opportunity”.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Investing in inflation protection
This paper by Anand Iyer and Jennifer Bender from MSCI, acknowledges that the current tug-of-war between inflation and deflation has created considerable confusion for investors, and explores these characteristics of inflation-protected bonds to see if, and to what extent, they have contributed to portfolio diversification and provided investors with protection from inflation and deflation.mrec4inarticleinline Sponsored
How emerging markets are taking over in cleantech
While the emerging world is often considered a problem for global attempts to control or reduce carbon emissions, from an investment perspective it looks as if these countries may be currently offering more and better opportunities.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Aussie investors should get out more: Urwin
Australian institutions’ prevailing home-country equity bias was based on a series of lucky breaks for the domestic market and was not worth the concentration risks to which it exposed investors, said Roger Urwin, Towers Watson’s global head of investment content. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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