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.
In a high-level exchange between two of the world's largest and most sophisticated asset owners, CPP Investments’ chief executive John Graham shared a leadership lesson with Norges Bank Investment Management chief executive Nicolai Tangen: having an aligned senior team is one of the most critical things a leader can build. The two funds, which are consistently leaders in transparency, also exchanged playbooks on managing bureaucracy at large organisations.
While the China-growth story was not new, an expert in investing in the region said investors should consider if their current exposure to the economic giant took advantage of where future growth was predicted to occur.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
The A$38 billion ($40bn) AustralianSuper fund has made an active decision not to engage in formal strategic rebalancing, instead looking to a dynamic allocation of assets, chief investment officer, Mark Delaney (pictured), explains.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Wonk books, financial instrument porn, mea culpa books and prosaic condemnations – these are all part of the financial crisis sub-genre which emerged in the past two years.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
The investment management industry will need to be restructured to meet the demands of ageing demographics globally. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
CalPERS is set to change its benchmarks for measuring performance compensation for senior investment staff so they are consistent with recent changes to its strategic asset allocation.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
While some funds move towards more defensive allocations, executive director of the San Francisco Employees Retirement System, Gary Amelio (pictured), says the fund will maintain its belief in equities as it embarks on its five-year asset liability study.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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