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April, 2020
Active vs passive: which offers the best value for money?
Emma Powell, LAPF Investments. Emma Powell looks at some of the factors to be conisdered when choosing between active and passive approaches to fund management Passive investment products are biting at the heels of active strategies. A lower cost of fees and scepticism towards the level of outperformance that can be achieved through manager skill has ...
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February, 2020
Should schemes prepare for lower private equity returns?
Emma Powell, LAPF Investments. Emma Powell explores the recent historical performance of investment in private equity, concluding that schemes may need to moderate their returns expectations going forward Historically low interest rates and dwindling return expectations of traditional asset classes has caused a surge in investment in private equity. ...
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February, 2020
Applying quantitative research to optimise private equity investment
Dr. Andrea Carnelli-Dompé, Head of Research, Pantheon. Andy Bush, Relationship Manager, Pantheon. Pantheon’s Dr. Andrea Carnelli-Dompé and Andy Bush discuss three research projects designed to support a successful investment approach Private equity data is still relatively scarce, complex and inaccessible, so we believe it is sometimes ...
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February, 2020
Finding value over the long term
Andrei Vaduva, Senior Portfolio Manager, Partners Group. Courtney Bensen, Senior Client Relations, Partners Group. Andrei Vaduva and Courtney Bensen of Partners Group look at how long-term value assets can provide a well-balanced solution for institutional investors with a long-term investment horizon The UK-defined benefit pension fund landscape ...
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February, 2020
Can private equity make an impact?
Stephen Hearle, Co-Head of Institutional & Wholesale Distribution, Nordea Asset Management UK. Stephen Hearle of Nordea Asset Management IK looks at how private equity impact investing can make both attractive returns and a positive contribution towards a sustainable future The simple answer to this question is yes. In fact, private equity is ideally ...
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December, 2019
Multi-asset: the diversifying factor
Venilia Batista Amorim, LAPF Investments. Venilia Batista Amorim explores the various strategies within multi-asset investing that can offer true portfolio diversification When it comes to investing, it is common knowledge that diversification is crucial to success over the long term. It’s generally wise to avoid investing too much in one single ...
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December, 2019
Finding diversification in a low yield environment
Stephen Hearle, Director, Global Institutional Business, Nordea Asset Management. Stephen Hearle at Nordea Asset Management explains how a multi-asset investment approach can have the potential to offer the returns investors need and the diversification that they seek Investors in equities have enjoyed more than a decade of strong returns, amid an ...
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December, 2019
Seeking income from real estate
James Allum, Client Relationship Manager, Real Estate Investment Management, Columbia Threadneedle Investments. James Allum of Columbia Threadneedle Investments makes the case for investment in long-lease real estate to provide reduced risk exposure plus income returns in excess of gilts and inflation Pension fund trustees are living through an ...
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December, 2019
The diversification and performance potential of global small-cap stocks
Trevor Gurwich, Senior Portfolio Manager, American Century. Jim Shore, Senior Client Portfolio Manager, American Century. Trevor Gurwich and Jim Shore of American Century identify the advantages of a dedicated global approach to small-cap asset allocation, but warns that this is a complex marketplace requiring rigorous research and analysis While ...
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December, 2019
Infrastructure equity as a source of sustainable income
Nick Spencer, Managing Director, Arjun Infrastructure Partners. Nick Spencer of Arjun Infrastructure Partners discusses what infrastructure equity can offer investors seeking “Gilts-Plus” investment characteristics In an enduring low yield and low growth investment environment, many institutional investors are searching for alternative investment ...
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