When it comes to institutional investors, data has long been the realm of portfolio and investment decisions. But tools like big data analytics, the cloud and generative AI, are transforming an investment firm’s data use and management across its entire operations with potentially significant economic benefits.

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Unpacking one of our key mental models around investing and managing risk.

The number one question when portfolios don’t deliver outcomes as expected is ‘why?’ A newly updated analysis of nearly 300 institutional equity portfolios totalling $250+ billion of assets reveals the six common drivers of unexpected investment results. Join Northern Trust Asset Management as they uncover the six key…

The idea that the typical investment portfolio can be constructed with a 60% allocation to equities and a 40% exposure to bonds has paid off for number of decades, with very few exceptions. Last year happened to be one of those exceptions: the diversification effect broke down spectacularly, and the so-called 60-40 portfolio…

Although the traditional asset allocation portfolio mix of 60% stocks and 40% bonds has been a widely adopted investment approach that has spanned decades, a lower interest rate environment coupled with the underperformance of equities and bonds has investors questioning the validity of the 60-40 asset allocation model.…

Raphael Arndt is the CEO of the Future Fund, Australia’s 200 billion AUZ ($135B) sovereign wealth fund that his team manages alongside 55 billion AUZ of other sovereign pools of capital. Raphael assumed the CEO seat in 2020 after serving as Chief Investment Officer for six years. Our conversation focuses on the significant…

Bruce Phelps, Head of IAS at PGIM, joins the CFA Institute to discuss why comparing private and public asset class reported performance can be misleading.

Dr. Christoph Jäckel of Montana Capital Partners joins the panel for part 2 of the CFA Institute’s Private Markets webinar series.

Dr. Sushil Wadhwani, CIO of PGIM Wadhwani, joins the CFA Institute to discuss how economic uncertainty is creating opportunities in liquid alternatives.

Against a backdrop of inflation, banking fragility, geopolitical uncertainty and liquidity demands, building portfolio resilience will be front of mind for many investors. In the current landscape, allocations to liquid alternatives might be considered.

What does “epistemology” mean, and why did we get excited about it in relation to investing?

In the second episode of our Super Allocator Miniseries, we travel to Australia and explore the country’s sovereign wealth fund. Ben Samild, Deputy CIO of the fund, explains: their mandate and portfolio approach, how they select external managers, predicting the post-COVID macro environment, and currency and ESG…

In this episode, the CEO of the world's biggest educator-only pension fund discusses their allocation strategy and how it's evolving in 2023.

Published on 20th May, the founders of Bridgewater and GMO discuss the big risks they’re watching, including inflationary pressures, political conflict, asset bubbles, and climate change – and what investors can do to protect themselves. They discuss strong inflationary pressures, rising political conflict, asset bubbles and…

This episode of The Outthinking Investor examines risk through the lens of alternatives. Today, investors must heed the lessons from volatile markets of the past and take stock of hidden risks that may reveal themselves as current market conditions evolve. What strategies can investors employ to mitigate downside risks in…

Portfolio Manager Manar Hassan-Agha discusses the importance of position sizing in investing and how factors like behavioural biases, market structures, and optimal betting strategies under the Kelly Criterion can impact returns at varying position weights.

Host Rob Campbell and 11 colleagues on the research team engage in a comprehensive post-mortem analysis, sharing candid reflections on their decision-making processes over the past year.

In this episode of Guiding Assets, host Mike Wallberg, CFA, sits down with Ivan Mitov, the VP and Director of Risk Research for FactSet. Ivan leads a team of quantitative researchers who focus on building and applying multi–asset class risk models.

In the latest episode of "Unearthed," hosts John Reade and Joe Cavatoni dive into the pressing question: Why are central banks stocking up on gold? As the World Gold Council's experts explore this trend, they are joined by Shaokai Fan, the authority on Central Banks and Asia-Pacific affairs.

Hear fresh perspectives on potential risks to financial markets and strategies agile investors can employ to protect their portfolios against the known and unknown. Guests include Scott Patterson, Wall Street Journal reporter; Ethan Wu, Financial Times reporter; and Michael Dicks, Chief Economist and Deputy Head of Research…