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Your member profile

Contents 1 Viewing your own profile page 2 Updating your profile 3 Updating your profile details 4 Updating your profile privacy 5 Changing your profile picture Viewing your own profile page On community toolbar, click on the profile menu. The profile page displays detailed information about yourself. Updating your profile To edit your profile, click […]
Research

Recapitalisation and recovery in the REIT market

The REIT market will not consistently outperform the broader equity and fixed income markets has it has done for thepast 20 years, according to this research by Mercer Real Estate Boutique’s David Nix and Michelle Reuter, but there will be pockets of opportunity ripe for stock pickers.
Research

Diversification – based investing – the new balanced

Not withstanding the effect, for investors, of globalisation, country and sector bets still drive the performance of global equity portfolios. And research shows that whole countries tend to stray from fair value for a lot longer than individual stocks do. Deutsche Asset Management has produced a paper on ‘Diversification-Based Investing’, which leads one to think […]
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China’s CIC goes public with investment strategy

China Investment Corporation has for the first time revealed its investment strategy. SONIA HAN reports that the Chinese sovereign wealth fund has accelerated its investment program in open-market products and industries such as mining, energy and real estate. The CIC is seeing value after the crisis but is also looking to limit portfolio risk.
Investor Profile

PMT evaluates risk tool kit

Theo Jeurissen, chief investment officer of the Netherlands’ third largest pension fund, the €30 billion ($44 billion) PMT, talks to Kristen Paech about how the fund is re-assessing its risk frameworks post-crisis, and why a low tracking error is the cornerstone of the fund’s investment policy.
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