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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Arizona expands allocation ranges, freezes private investments
The $27 billion Arizona State Retirement System has extended its asset allocation ranges and postponed the approval of new commitments to private market investments until the end of June, unless an overriding investment opportunity exception exists. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Bps speak: the real value in internal management
A 10 per cent increase in internal investment management results in a 4.2 basis points increase in net value added to a pension fund’s bottom line, according to analysis of the CEM Benchmarking database, which has data on more than 380 global pension funds from 1991 to 2007. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
CIC creates new investment teams, scouts opportunities offshore
As global markets nosedived and its initial investments soured, the China Investment Corporation (CIC) took the opportunity to reorganise its investment operations and focus on less risky investments at home and in Asia. Simon Mumme reports. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Where the growth is: mandate trends in 2009
As a recent survey by US management consultant Casey Quirk showed, for investment management, 2009 is all about beta. Director of research, Ben Phillips, spoke to Kristen Paech about mandates that pension funds are investigating, and the role alpha may play. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
The Active-Passive Debate: Bear Market Performance
In this paper by Vanguard Investment Counseling and Research, the performance of active funds in the US and Europe during the seven bear markets since 1970 is evaluated, revealing that the performance of certain market segments relative to the broad market may contribute more to outperformance than manager skill. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
That market’s got style: investing through cycles
Style investing remains a powerful tool in periods of market volatility and, in particular, style analysis reminds investors to be aware of the distinction between overall market risk and stock specific risk. Amanda White spoke with director of Style Research, Robert Schwob. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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