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Opinion

Measuring long-horizon investing

Asset owners should insist “long-horizon” managers have a portfolio monitoring process at the outset of the mandate leading to better relationships and ultimately portfolio performance.
Nick SykesNovember 25, 2016
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Exchanges need to adapt to institutional demands: Norges

Institutional investors now dominate the free float holdings of listed companies and exchanges need to adapt to this enduring change in market structure and investor needs, according to Norges Bank Investment Management, manager of the $818 billion Norwegian sovereign wealth fund. Norges Bank, which itself owns around 1 per cent of the world’s listed stock, […]
Amanda WhiteSeptember 2, 2015
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The impact of the mega manager

The impact of size is a delicate point for asset managers. For specialist asset classes, and boutique managers, being small and nimble can be a source of alpha. On the other hand, being large can reduce fees and increase innovation and product offering. But now there is evidence to show that the emergence of the […]
Amanda WhiteAugust 21, 2015
Uncategorised posts

GPIF continues equities rampage

The giant Japanese pension fund, the Government Pension Investment Fund, continues its quest to move from bonds into equities and shift around 30 per cent of assets, or around $327 billion, out of domestic bonds and short term assets, appointing four new equities managers. The new asset allocation, approved in October last year, sees the […]
Amanda WhiteFebruary 11, 2015
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