Being joined-up: Why it’s so important
In the intricate landscape of the investment industry, the concept of "joined-up" thinking takes centre stage, driven by the three Cs—coordination, collaboration, and coherence. Originating from governmental discourse, this term serves as a guiding beacon,...
CalSTRS’ collaborative model saves $1.6 billion over 5 years
The California State Teachers' Retirement System (#CalSTRS) has realised substantial cost savings through its collaborative model, which emphasises more direct control over investments. Over a span of five years, CalSTRS saved around $1.6 billion, with the pension...
Endowment & Foundation Investors See Challenges Ahead, According to Graystone Consulting Study
Endowments and foundations have been grappling with a myriad of interconnected challenges in the recent investment landscape. Influenced by geopolitical conflicts, sustained high inflation, supply chain disruptions, and notable financial market volatility, these...
Sweden considers reforms to AP Funds
Sweden's Finance Ministry is re-evaluating the nation's pension buffer funds, known as the #APFunds, in light of the rising investments in unlisted assets such as real estate and venture capital. The Minister for Financial Markets, Niklas Wykman, highlighted the need...
Top 500 asset managers experience USD 18trn drop in assets
The total assets under management (AUM) of the world’s 500 largest investment managers fell by 13.7 per cent year-on-year between 2021 and 2022, according to research by the Thinking Ahead Institute (TAI). marking the first significant drop since the 2008 financial...
Do Consultants Help Investment Returns? | Chief Investment Officer
The article "Do Consultants Help Investment Returns?" delves into the realm of external #consultancy and its perceived benefits to institutional investors. Although it's challenging to quantify the exact impact on investment performance, the article outlines that...
Global Family Office Report 2023 | Citi Private Bank
The Global Family Office Report 2023 by Citi Private Bank highlights the main worries of #familyoffices and families. A big concern among families is keeping the value of their assets safe, along with getting the next generation ready and making sure everyone shares...
Cost and growth in asset management
A recent benchmarking study for Swiss and German asset managers conducted by PWC outlined the challenging market conditions alongside declines in assets under management, revenues, and profits for asset managers. In light of these challenges, strategic cost...
Innovate or die: Stark message to pension funds to embrace technology
In the transition towards technological integration, a cost-based analysis is crucial to ensure that the implementation is economically viable and aligns with the operational and financial goals of the pension funds.A representative from PSP Investments noted the...
For Energy Transition Investing, Allocators Eye Private Assets
Institutional investors are increasingly turning their attention towards renewable energy and sustainable investments, with private assets like private equity, private credit, and real estate emerging as attractive avenues for such endeavors, according to a survey by...
Managing not just measuring risk is key to long-term returns
Nobel Prize-winning economist Myron Scholes emphasised the need for asset owners to shift their focus from merely measuring risk to actively managing it across different time periods and market conditions. He argued that volatility is not an appropriate measure of...
Operational excellence as critical as asset allocation for success
The Fiduciary Investors Symposium at Stanford University emphasized that operational excellence is as crucial as asset allocation for achieving long-term investment success. While asset allocation is often considered the foundation of performance, it cannot succeed...