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.
The total portfolio approach has allowed Australia’s sovereign wealth fund to capture the themes that will power markets and economies for decades to come, said director of thought leadership Craig Thorburn – but that doesn’t mean it’s not hard to scale.
We’re witnessing a dramatic transformation of the US utility sector, driven largely by climate change and the swift advancement of technologies such as artificial intelligence (AI). Rising infrastructure costs and the push toward renewable energy are shaking up traditional investment models that depend on fossil fuels. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
A new report points to the Total Portfolio Approach (TPA) as one way for institutional investors to build more resiliency into their portfolios. Report contributors Derek Walker and Geoffrey Rubin from CPP Investments explain how they apply a factor lens to the process.
A new climate index at Danish investor PenSam aims to solve the overweight to tech stocks, a common problem for sustainable investors give the sector is low emitting and solving many of the challenges of climate change.
Padmesh Shukla, chief investment officer of the £14 billion Transport for London Pension Fund explains why he believes hedge funds are a crucial element to a diversified portfolio.
Paul Bucksey, CIO of Smart Pension, the UK's fast growing DC master trust explains why Smart Pension's low cost, technologically advanced model is proving so successful.
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