1 July 2008 00:00
Boutique newcomer Solaris was expected to have a relatively smooth transition – keeping the entire ex-Suncorp Investment Management team and using the same process. The report said Solaris had experienced analysts acting as sector portfolio managers, nimble and flexible decision making, and intuitive portfolio construction.
Both managers were said to be at the favourable early stage of the fund life-cycle with “numerous competitive strengths”.
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Whenever super fund CIOs are asked what they’re doing about AI risk, “diversifying” is always the answer. But as cross-portfolio exposures to the thematic grow and grow, that answer is no longer good enough.
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