Investment Strategy

Asset Classes

Real asset risk assessment requires digging deeper: AEW

Environmental Social and Governance policies are commonplace in global investment firms, but addressing risks to physical assets like property take investment teams deeper in their due diligence and studies of investment risk, experts explore.

Jessica SierFebruary 26, 2021

Asset Classes

Specialist investor Kayne Anderson bets on student housing mispricing

Remote learning and widespread US university closures completely recalibrated student housing prices and offered the Florida-based firm opportunities to snap up premium new developments.

Jessica SierFebruary 26, 2021

Investment Strategy

Property value dislocations push allocators into unfamiliar territories

Aware Super is being more direct in its real assets investment strategy, a new approach that coincides with unique conditions for deal execution, a panel of asset allocators have discussed.

Matthew SmithFebruary 26, 2021

Portfolio Construction

Chris West on thinking about risk outside the box

Peer risk, fee constraints, and overall career risk are all factors weighing heavily on the minds of individuals on investment teams at super funds, the former WA Super CIO said.

Matthew SmithFebruary 22, 2021

Geopolitics

Sovereign wealth funds will change digital economy: Winston Ma

The world's sovereign wealth funds are using their combined $30 trillion war chest to build in-house teams and become more active investors in infrastructure, communications and the tech sector. Multiple mandates are becoming the norm according to Winston Ma, with strategic development goals as important as investment returns.

Tahn SharpeFebruary 17, 2021

Investment Strategy

Inalytics’s Rick di Mascio on identifying manager skill

The crisis has accelerated the industry’s adoption of technology for manager due diligence an area where it has traditionally lagged, according to founder of Inalytics Rick di Mascio who after 30 years in the job knows how to identify manager skill.

Amanda WhiteFebruary 15, 2021

CIO profiles

Block’s big trade: Inside Australian Catholic’s March 2020 bet

The Australian Catholic CIO used all his discretion to maintain an underweight position in risk assets before recommending a deployment of cash into equities and credit in what turned out to be the most valuable superannuation fund trade of 2020, Matthew Smith writes.

Matthew SmithFebruary 12, 2021

CIO profiles

Ross Barry on owning outcomes and the new performance paradigm

The MTAA (soon to be Spirit Super) CIO's experience at First State Super managing a strategic partnership with asset manager HSBC brought a sharper focus on outcomes and how funds work with partners, Matthew Smith writes.

Matthew SmithFebruary 3, 2021

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Investment Strategy

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