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.
PMT talks infra equity and how to balance stock concentration risk
Scenario testing has put inflation risk front and centre at PMT, the Netherlands’ third largest pension fund, and it's driving the investor to take stock of the inflation protection it gets from infrastructure. In an interview with Top1000funds.com, chief investment officer Hartwig Liersch unpacks the risk, as well as another initiative where it's balancing concentration risk in the equity allocation without hurting returns.
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Norwegian SWF pushes equity exposure beyond 50pc amid Q1 losses
The $US 324 billion Government Pension Fund – Global (NBIM) of Norway pushed its allocation to equities beyond 50 per cent in the course of Q1 2009 at the expense of its fixed income portfolio, maintaining a strategic bent towards a higher exposure to growth assets. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Another big equity manager calls the bottom
The US$13 billion global equities manager Trilogy Global Advisors has joined the growing list of funds managers prepared to call the bottom for equity markets, and is already overweighting stocks leveraged to global economic recovery such as technology and consumer discretionaries. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
For smarter portfolios, look for better beta
The EDHEC Risk and Asset Management Research Centre and the CFA Institute held an annual three-day seminar on advances in asset allocation in New York in early May. One of the main themes of the seminar was how investors align their long-term time horizons within short term constraints. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
French SWF picks Mubadala for first co-investment pact
The French economy will be the target of future co-investments by the nation’s $US28 billion sovereign wealth fund, the Fonds Strategique d’ Investissement (FSI), and the $US10 billion Mubadala Development of Abu Dhabi, after the two investors forged a strategic partnership this week. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Going beyond DB vs DC for the ultimate pension
One constructive consequence of the global financial crisis, according to the director of the Rotman International Centre for Pension Management, Keith Ambachtsheer, is the exposure of defined benefit and defined contribution scheme designs as inadequate. Amanda White spoke to him about alternative pension models and the most cost-effective delivery mechanism. mrec4inarticleinline Sponsored Content scnative1 scnative2
Longevity swaps now part of the risk tool set
Engineering firm, Babcock International, is the first UK firm to use a longevity swap to hedge against life expectancy risk in its pension scheme. Amanda White looks at the use of longevity swaps as a risk management tool. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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