FIS Harvard 2025

Behind Norges’ search for pure alpha

Despite uncertainties, Norges Bank is tipping that the US stock market will continue to outperform Europe in the next two decades. The mammoth fund also explained how it carved out a $90 billion pure alpha portfolio from passive investments, overseen only by 8 portfolio managers.
Amanda WhiteJune 4, 2025
FIS Harvard 2025

Future AI winners will command hardware, training data power

Darcy SongJune 4, 2025
FIS Harvard 2025

US-China war the only real threat to portfolios: Kotkin

Darcy SongJune 3, 2025
FIS Harvard 2025

‘Don’t try to be a hero’: Volatility highlights the need for discipline

Darcy SongJune 3, 2025
FIS Harvard 2025

Post-Liberation Day regime will attack portfolio weaknesses: Bridgewater

Darcy SongJune 2, 2025
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FIS Harvard 2025

Alpha alone does not pay pensions – total returns do

Pension fund members in retirement want the sustainability of pension payments. OPTrust chief investment officer James Davis told the Top1000Funds Fiduciary Investors Symposium that a total portfolio approach is the best way to do that, and has been on a journey towards delivering it for the past 10 years.
Simon HoyleMay 28, 2025
FIS Harvard 2025

TPA is in the eye of the beholder

Total portfolio approach is not a method, it’s a mindset, according to University of Toronto finance Professor Redouane Elkamhi. Also a senior advisor to HOOPP, Elkamhi said he would summarise TPA in one sentence: "How to be prepared for different market conditions."
Darcy SongMay 28, 2025
FIS Harvard 2025

What it means if ‘DNA is not destiny’

Geneticist David Sinclair says aging is a disease and it is preventable and treatable. He told the Fiduciary Investors Symposium that research demonstrates we can slow down or even reverse the aging process. It sounds like good news, but the consequences for society and the investment community are profound. 
Simon HoyleMay 26, 2025
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