I chat with Vinesh, ceo at ExtractAlpha, on the research behind alternative data, stock selection techniques and the expertise required to differentiate signal from noise.
Nothing on this podcast is to be considered investment advice or a recommendation. No investment decision or activity should be undertaken without first seeking qualified and professional advice.
While digital infrastructure assets like data centres have become a key component of super fund portfolios in the last few years, John Pearce, chief investment officer of the A$166 billion ($115 billion) UniSuper, is growing increasingly cautious on the boom. “It’s getting late in the party,” Pearce tells Top1000funds.com sister publication Investment Magazine. “I’m fine having
Mikkel Svenstrup, CIO of Danish fund ATP, defends risk parity despite posting the worst results in the fund's history.
Cryptocurrencies do not live up to the investment hype and offer nothing but enormous volatility to institutional portfolios, according to PGIM’s mega-trend research team.
Mike Weston, CEO of LGPS Central is spearheading a push into illiquid and inflation proof assets. Although Central is all set up to manage assets internally, the latest batch of mandates will be externally managed reflecting the asset manager's strict guidance around net of fees performance.
The number of warning voices increases as rising interest rates puts pressure on LDI strategies, forcing more pension funds to sell assets to maintain leverage levels.
The fast-growing UK DC fund, NEST, is reviewing its objectives and so how it allocates assets. Amanda White spoke to deputy CIO, Elizabeth Fernando about the implications for investments.
Dave Zellner, chief investment officer of Wespath Benefits and Investments, directly addresses the recent anti-ESG narrative, explaining Wespath's approach which means no political affiliation but assessing the risks and opportunities related to ESG factors.
Top1000funds.com is the market leading news and analysis site for the world’s largest institutional investors. It focuses on leading the global investment industry to continuous improvement through case studies of best practice in governance and decision making, portfolio construction and efficient portfolio management, fees and costs, and sustainable investing.
The publication pushes the industry to question whether status quo processes and behaviours to tackle risks and opportunities will be sufficient in the future, and actively campaigns for diversity, sustainability, transparency, innovation and better alignment of fees in the investment industry.
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