The latest
Uncategorised posts

The marginal investor: thoughts from the edge

What’s in a Name (or an Acronym)? GFC is in the lexicon. It’s not in mine. I refuse to add to the surplus of investment TLAs in  circulation. I refuse because naming induces a dangerously comforting sense that we’ve understood or even controlled that named. Hurricanes sound less malevolent, friendly almost, when called Kylie or […]
STAFF WRITERMay 5, 2009
Uncategorised posts

$100b mismatch in private equity secondaries demand and supply

Recessions are traditionally considered a good time to invest in private equity, but liquidity constraints and the growth of unlisted assets within portfolios is causing pension funds to sit on the sideline. Sally Collier, London-based partner at global private equity fund of funds Pantheon Ventures, said there was a US$100 billion “mismatch” between the funds […]
STAFF WRITERApril 29, 2009
Research

Liability-responsive asset allocation

Russell Investments’ latest research argues some pension plans should consider a dynamic approach to strategic asset allocation that ties pension fund investing policy to changes in liabilities and a plan’s funded status. For the full report click here
STAFF WRITERApril 29, 2009
Uncategorised posts

Rebalancing revisited: putting risk back on the table

By adopting a contrarian approach to rebalancing which takes account of both assets and liabilities, pension funds could enhance long-term returns and reduce the volatility within their portfolios, new research reveals. Rebalancing Revisited, a paper by Syd Bone, former chief executive of VFMC, and Andrew Goddard, an ex-Russell investment veteran, advocates super funds rebalance to […]
STAFF WRITERApril 22, 2009
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