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October, 2018
Balancing act for global equities investors
Matthew Craig, LAPF Investments. Matthew Craig looks at the pros and cons of investing in global equities, and the role the asset class plays in pension fund portfolios Two key reasons for equity investing are to benefit from overall market growth (also known as beta) and to benefit from the success of outperforming companies (alpha or excess return ...
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October, 2018
Small caps: global questions, local answers?
Justin Preston, Senior Director, Head of Equity, Public Markets Research, bfinance. Justin Preston of bfinance examines the popularity of small cap equity and strongly advises paying attention to local and regional issues when selecting a global small cap investment strategy Small cap equity, whether through local or global strategies, has been a ...
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October, 2018
Disruption and the new world order
Regina Chi, Vice-President and Portfolio Manager, AGF Investments. Regina Chi of AGF Investments examines the current shift in the global supply chain, China in particular, and investigates how investors could profit from this change From Artificial Intelligence (AI), self-driving cars, fintechs and drones, China is gaining a reputation as the ...
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October, 2018
The three big trends shaping the future
Neil Robson, Head of Global Equities, Columbia Threadneedle Investments. Neil Robson of Columbia Threadneedle Investments examines the challenges and opportunities offered by a rapidly evolving global economic landscape Global warming is never far from the headlines, but it affects more than just the climate: it also has profound implications for ...
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August, 2018
Asset pooling implementation gathers momentum
Matthew Craig, LAPF Investments. Matthew Craig discovers how some pension fund managers are approaching the complex tasks involved in their move towards the new pooling arrangements Moving from 90-odd local authority pension funds into eight new asset pooling arrangements is a complex and challenging task. While getting the investment side right is ...
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August, 2018
Pooling and private markets
Sam Gervaise-Jones, Head of Client Consulting, UK & Ireland, bfinance. Sam Gervaise-Jones of bfinance looks at how the LGPS funds are approaching investment in private markets while the pools become established Many of our LGPS clients have pushed ahead strongly with investing in new asset classes, particularly within private markets, rather than ...
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August, 2018
Implementation shortfall – iceberg warning, or storm in a teacup?
Steve Webster, Senior Adviser, MJ Hudson Allenbridge. Steve Webster of MJ Hudson Allenbridge looks at implementation shortfall and what is needed when choosing a transition manager I saw my first “iceberg” in 1998. Working for ITG Group in London, we were selling the concept of hidden trading costs and risks to asset owners at the launch of ...
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August, 2018
Where next to find further improvements and savings?
David Rae, Managing Director, Head of Strategic Client Solutions, Russell Investments. As pooling begins in earnest, David Rae of Russell Investments considers how further developments in pooling might deliver more increases in efficiencies and performance The creation and establishment of the eight pools has required considerable collaborative effort ...
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June, 2018
From disrupted to business as usual
David Rae, Managing Director, Head of Strategic Client Solutions, Russell Investments. David Rae of Russell Investments assesses the success of the pooling's establishment phase and outlines the opportunities to further enhance the gains With the key 1st April 2018 milestone behind us, many of the LGPS pools are looking ahead to the steady state model ...
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June, 2018
Your next step… transition management
Craig Blackbourn, Senior Vice President, Head of Transition Management, EMEA, Northern Trust Capital Markets. Craig Blackbourn of Northern Trust Capital Markets emphasises the importance of choosing the right transition manager to guide funds through the long and complex process of pooling Asset pooling under local government pension reform, itself ...
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