All Asset manager interviews articles – Page 3
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FeaturesStrategically speaking – WTW: Democratising private markets
WTW’s ill-fated merger with Aon, announced at the outset of the pandemic in early March 2020, would have shaken up the corporate insurance brokerage market. It would also have created an outsourced CIO (OCIO) giant to compete with Mercer in terms of delegated assets under management (AUM).
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FeaturesStrategically speaking: Eyes on the next frontier
“Riddle me this,” asks Yves Choueifaty, founder, president and CIO of French asset manager TOBAM. “Why would 70 people who are not TOBAM employees be at our Paris headquarters today?”
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FeaturesStrategically speaking – AlbaCore Capital: Alternative credit with pension fund roots
AlbaCore Capital, a Europe-based alternative credit specialist with North American roots, is a fairly rare example of an asset management company that was spun off from a pension fund. David Allen, founder and CIO, established the company in 2016, with a team of European alternative credit specialists that he led from within the $542bn (€366bn) Canada Pension Plan Investment Board (CPPIB).
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FeaturesStrategically speaking: IFM Investors
When IFM Investors and its fellow consortium members cracked open the bubbly last month on their successful bid for Sydney Airport following a third revised offer, it marked a bet on a vigorous and sustained recovery in passenger aviation. After all, airports globally, including Sydney, had come to resemble “parking lots for planes”, in the words of IFM Investors CEO David Neal.
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InterviewsStrategically speaking: Finreon
Established 12 years ago as a spin-off from Switzerland’s renowned University of St Gallen, Finreon is a quant asset management specialist that styles itself as an investment adviser and a think tank. It has recently weighed into the debate on portfolio decarbonisation with a novel solution for listed equities.
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FeaturesStrategically Speaking: Aviva Investors
Insurance-owned asset managers can be difficult to pigeonhole. Some have forged strong specialisms, often in fixed income, but now also in alternatives like property or niche credit. Others have remained a corporate backwater absorbed by group general-account assets.
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FeaturesStrategically speaking: Goldman Sachs Asset Management
If you are a pension fund, insurer or sovereign wealth fund and you haven’t heard from Goldman Sachs already, it probably won’t surprise you to learn that they want to talk to you – about a variety of alternative investment opportunities they want to put your way as a potential debt or equity fund investor, co-investor or all three.
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FeaturesStrategically speaking: Lyxor & Amundi
Lyxor has made a mark over the 20-plus years of its existence, pioneering managed accounts for hedge funds, including the first dedicated institutional managed account platform, that it created for PGGM in 2010.
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FeaturesStrategically speaking: Hayfin – no hayseed
Europe’s abortive football super league didn’t collapse from want of loan capital this April. It collapsed, instead, because of a catastrophic lack of cultural fit with the ethos of the sport.
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InterviewsStrategically Speaking: Cardano
The central argument of the 2015 documentary ‘Boom, bust, boom’, which features several high-profile experts including Nobel laureates Paul Krugman, Robert Shiller and Daniel Kahneman, is that financial crises are natural events caused by human nature.
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InterviewsStrategically speaking: Allianz Global Investors
Allianz Global Investors (AGI) has long invested in green infrastructure. The market, and the perception of renewable energy for investors in particular, has changed during this time. Investors are ready to engage with renewable energy or cleantech if the underlying technology has a proven track record.
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FeaturesStrategically Speaking: Capstone Investment Advisors
Last spring’s exceptional market volatility proved the mettle of at least one set of strategies – volatility-focused hedge funds. The CBOE Eurekahedge Tail Risk Hedge Fund index returned a bumper 51.64% in the first three months of 2020 alone against a broad hedge fund market index return of -7.96%, and was up 34.8% for the year.
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FeaturesStrategically Speaking: Mondrian Investment Partners
Clive Gillmore is a rarity nowadays among asset management CEOs in that he is keen to discuss what he sees as the difficult moral choices embodied in ESG investment
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FeaturesStrategically Speaking: Hendrik Bartel, TruValue Labs
What makes ESG data providers stand out? For TruValue Labs, the answer is to apply AI and machine learning to thousands of unstructured data sources to enhance ESG investment processes
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FeaturesStrategically Speaking: BlueBay Asset Management
Nowadays, it seems fair to ask asset managers whether they believe they can fulfil their clients’ needs while at the same time doing their bit to fight COVID-19.
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InterviewsStrategically Speaking: State Street Global Advisors
In the quaint English game of cricket, there exists a concept that provides a good metaphor for the predicament facing the world in 2020.
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InterviewsStrategically Speaking: Ambienta
In the early 1990s, when Nino Tronchetti Provera started his career at McKinsey, the management consultancy, sustainability in business seemed little more than a nice idea. But having graduated from Luiss University in Rome with a thesis on the subject, Tronchetti Provera believed in the disruptive potential of making businesses environmentally sustainable.
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InterviewsStrategically Speaking: Insight Investment
Insight Investment’s asset management roots are in the structural shift over the past two decades to closed-book defined benefit (DB) pensions in the UK and elsewhere.
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InterviewsStrategically speaking: Saker Nusseibeh, Federated Hermes
At first sight, the two sides of Federated Hermes seem culturally distinct. Federated is a staid, family-controlled, and Pittsburgh-based money manager with a history of providing services to bank trust departments. Hardly a hotbed of ESG or shareholder engagement, you might think.
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FeaturesStrategically Speaking: Asoka Woehrmann, DWS
DWS has just unveiled a new, simplified global structure. CEO Asoka Woehrmann explains how the reorganisation will allow the firm to focus on its key business lines
