Designing Investment Strategies
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April, 2016
Beware of the traffic lights
Simon Hazlitt, Relationship Manager, Majedie Asset Management. Simon Hazlitt of Majedie Asset Management points out the dangers of a project management approach to investment strategies and the consequences of failing to adequately distinguish between volatility and risk There’s no denying that the management and oversight of pension schemes has ...
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April, 2016
Can an investor really have “impact” in the public markets?
Martin Grosskopf, Vice-President & Portfolio Manager, AGF Investments Inc. Hyewon Kong, Associate Portfolio Manager, AGF Investments Inc. Jonathan Lo1, Vice-President & Portfolio Specialist, North American & International Equities, AGF Investments Inc. Martin Grosskopf, Hyewon Kong and Jonathan Lo of AGF Investments look at how asking the right ...
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April, 2016
Combating muted equity risk premium
Monica Fan, Director, Consultant Relations, BNY Mellon Investment Management. Raman Srivastava, Deputy CIO, Standish. Paul Hatfield, CIO, Alcentra. Monica Fan from BNY Mellon interviews Raman Srivastava, Deputy CIO of Standish1 and Paul Hatfield, CIO of Alcentra, on their outlook for the fixed income market and the opportunities to generate ...
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April, 2016
Linking active and passive strategies
Richard Curling, Fund Management Director, Jupiter Asset Management Ltd. Richard Curling of Jupiter Asset Management discusses strategies that can help balance the active and passive elements of an investment portfolio One of the big issues facing local government pension schemes is how to marry the active and passive elements of their pension fund in ...
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April, 2016
Investment strategies for a changing LGPS
Matthew Craig, LAPF Investments. As the launch of the new LGPS super pools begins to draw closer, Matthew Craig looks at the opportunities for local authoritiy pension funds Not many years ago, most pension funds had similar investment strategies. In most cases, allocations to equities and fixed income were the main pillars in the 60:40 asset ...
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April, 2016
Life after pooling
Toby Nangle, Global Co-Head of Multi Asset & Head of Asset Allocation, EMEA, Columbia Threadneedle Investments. Moira Gorman, Client Director, LGPS, Columbia Threadneedle Investments. Toby Nangle and Moira Gorman of Columbia Threadneedle Investments emphasise the importance of asset allocation in driving investor returns, and look at the different ...
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April, 2016
Using MAC to make the most of a low-yield environment
Kevin Kearns, Vice President, Portfolio Manager, Loomis, Sayles & Company, L.P. Tom Fahey, Vice President, Portfolio Manager, Loomis, Sayles & Company, L.P. Roger Ackerman, Vice President, Product Manager, Loomis, Sayles & Company, L.P. Kevin Kearns, Tom Fahey and Roger Ackerman of Loomis Sayes show how a robust approach to multi-asset credit ...
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April, 2016
A fresh perspective on a familiar framework
Paul Myles, Director, Institutional Business, BMO Global Asset Management. Paul Myles of BMO Global Asset Management outlines how adding a third element to the traditional return drivers of market exposure and manager skill can allow an allocation to equities that captures the full range of available sources of return while avoiding unnecessary ...
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April, 2016
The rise and rise of multi-asset credit
Justin Bourgette, Portfolio Manager, Eaton Vance. Jeff Mueller, Global High Yield Portfolio Manager, Eaton Vance. John Redding, Floating Rate Loan Portfolio Manager, Eaton Vance. Current conditions challenge pension funds to achieve their target income without significantly increasing portfolio risk. Justin Bourgette, Jeff Mueller and John Redding ...
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