Theme regime: thematic investing and asset allocation

Relative AUM growth of select themes

Portfolio construction has come a long way from the early work of Markowitz back in the 1950s. In the late 1990s and early 2000s, investors found more sophisticated quantitative methods to assess risk, expected return and the associated investment opportunities through mathematical machinery such as factor modelling. 

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IPE editorial provides coverage of foreign pension funds’ experiences from which we can take ideas; we can also use it to share ideas regarding new and pioneering projects.

Ivonne Forno , CEO of of Laborfonds