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.
CalPERS’ public and private equity reset shapes performance
CalPERS is continuing to reap the benefits of a sweeping overhaul of its public and private equity programs, with the two asset classes, which are the biggest components in the portfolio, powering a 14.8 per cent return for the $637 billion fund in the last reporting period.
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CalSTRS expands active/passive decision making
CalSTRS will double the ranges of its active/passive global equities allocations in a bid to enable investment staff to allocate funds tactically across active and passive rather than be forced to rebalance to strategic asset allocations. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
SEC reforms aim to boost liquidity
Associate director at RogersCasey, Carolyn Cross examines the SEC-approved money market fund reforms, which aim to bolster liquidity, increase credit quality, and improve the flexibility and transparency of operations to ensure money market funds can weather the next crisis, summarising key provisions of the new rules and how they impact investors. mrec4inarticleinline Sponsored Content scnative1
Europe’s instos need ‘thorough rethink’ on regional splits
This latest research by MSCI Barra Research analyses the equity allocations of European institutional investors, arguing the practice of separating international equities allocations into regional mandates at a strategic level “deserves a thorough rethink” mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
New Mexico rejigs domestic equities
The investment committee of the New Mexico Public Employees Retirement Association approved a domestic equities restructure at a meeting last week. Amanda White spoke with the two joint acting CIOs, Joelle Mevi and Julian Baca, about the changes to the portfolio and the plans for the year including a fixed income and international equities review.
Complacency about liquidity a trap for institutions
Liquidity is the paramount risk factor for institutional investors to be cognisant of according to Ben Golub, vice chairman and chief risk officer, Blackrock who has co-authored a new paper outlining the risks learned from the credit crisis. He spoke to Amanda White about the suitable internal structure for institutional risk management and the risk
When should you choose an alternative to passive investing?
New research by Russell Investments’ co-chair of global investing, Don Ezra and senior lecturer at the Australian National University, Geoff Warren, presents a framework for deciding when to choose an alternative to passively investing in capitalisation-weighted indices within any particular asset class, and highlights how the debate over active versus passive investing needs to be
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