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.
The A$72.9 billion ($78.9 billion) Australian Future Fund will ramp up its tangible asset investments this quarter to more than 14.5 per cent of the fund with a long-term goal of lifting that to 25 per cent, a spokesman said.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
The relative strengths of industry versus country factors can be of major importance for global equity portfolio managers. If country effects dominate, then primary consideration can be given to the country allocation decision. On the other hand, if global economic integration is reducing the distinctions between countries, then an industry-first investment process may be more
Determining a pre-defined strategy and committing to it is the key to dynamic de-risking, according to executives at Mercer in Canada, who are seeing a lot of interest in the strategy, but hesitancy in implementation.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Investors should avoid embracing more risk to chase returns, despite buoyant equity markets defying recent global shocks, warns American institutional investment consultant Wurts and Associates.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Five Italian university students have won the prestigious CFA Institute Global Investment Research Challenge, beating more than 2,500 students from more than 500 universities worldwide to take out the $10,000 prize.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
As OMERS moves towards its target asset allocation of 53:47 in public/private markets, the private equity division is also undergoing change with a preference for direct investing. Paul Renaud (pictured), president and chief executive of OMERS Private Equity, discusses the transformation.mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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