Since the emergence of “Modern Portfolio Theory” and the “Capital Asset Pricing Model” in the late 1960s, institutional investors have taken a quantitatively driven approach to portfolio construction, looking to create portfolio diversification and obtain better risk-adjusted returns by balancing their asset-class exposures. This journey has seen several important advancements in thinking about how to optimally achieve desired results.
Family offices are a lucrative target for cybercriminals, but few have a plan for dealing with attacks, even in the face of steep reputational, operational and financial damage.
US political shifts are set to shape market sentiment, with Amundi predicting significant moves in equities, emerging markets and inflation as tax and policy changes take effect.”.
With its former CIO off to CalPERS, the Guardians of New Zealand Superannuation has taken the opportunity to review its investment team structure and appoint co-CIOs.
The $341 billion AustralianSuper has taken a significant stake in US-based DataBank to catch the AI and digitalisation waves that pension funds all around the world are trying to surf.
The $127 billion Challenger has selected State Street as its new custodian and will be one of the largest invest managers in the region to deploy Alpha, its front-to-back asset servicing platform.
The “true merger of equals” will create a new $52 billion fund but retain the branding of Care Super to take advantage of its strong recognition in the market.
The executive responsible for driving ART’s post-merger growth has taken the top superannuation job at Insignia Financial as it looks to overhaul its business for “profitable growth”.
The megafund has reshuffled its executive team and seen several key departures as it hits $300 billion in funds under management and embarks on a restructure of its operational model.
It’s all about confidence, says leading European asset manager Amundi, which expects multi-speed growth in the second half of 2024 marked by slow and uneven disinflationary trends and diverging dynamics.
