Our next panel at the Fiduciary Investors Symposium continues here at the University of Toronto - Rotman School of Management, focusing on long-term investing. This session examines the success drivers of long-term investing and the toolkit available to investors to ensure their decisions, people, and stakeholders are aligned with the long term. Keith Ambachtsheer, Executive in residence, Adjunct Professor in Finance, University of Toronto - Rotman School of Management Margaret Franklin, CFA, Chief executive, CFA Institute Mario A. Therrien, CFA, Head of investment funds and external management, Caisse de dépôt et placement du Québec (CDPQ) Sarah Keohane Williamson, Chief executive, FCLTGlobal Chair: Tanya Carmichael, LL.B, ICD.D, Founder and advisor, Roxborough Advisory Stay tuned for more coverage. #FiduciaryInvestorsSymposium #toronto #universityoftoronto #rotmanschoolofmanagement #top1000funds
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New Mexico State Investment Council (SIC) the $54 billion sovereign wealth fund, has so much money pouring in from tax and royalty collections on oil and natural gas production in the state that CIO Robert "Vince" Smith, CFA is struggling to put the money to work. The SIC is expecting $5 billion in inflows this year following $8 billion in both 2023 and 2022, and is currently around 10 per cent overweight cash and bonds relative to target. https://lnkd.in/gBYBeNH8
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A long-awaited review into Sweden's buffer funds suggest consolidation between the three Stockholm funds – Första AP-fonden (AP1), AP3 Tredje AP-fonden and Fjärde AP-fonden (AP4) – stating that the advantages in terms of efficiency and scale outweigh the disadvantages of continued separation. https://lnkd.in/gVd8kakt
AP Funds face consolidation as report flags scale and efficiency wins
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City of Seattle CIO Jason Malinowski explains why he has embraced liability aware investment, why hedge funds and commodities are out, and why cash - not a risk-free asset for a long-term investor – is kept to a minimum. https://lnkd.in/g8QvrMEa #scers
How liability-aware investment took off at Seattle SCERS
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Ontario Teachers' Pension Plan has re-imagined the office with its new downtown Toronto headquarters. George Konidis explains how the premises will help attract top talent and support a new kind of working and collaboration. https://lnkd.in/gg9TDbjD #georgekonidis #ontarioteacherspensionplan
How collaboration and creativity come together in OTPP’s new offices
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A recent board meeting marked progress in turning around the fortunes of CalPERS' private equity portfolio. Large co-investments and reducing the bias to buyout are reshaping the profile of investments, said portfolio manager Anton Orlich. #calpers https://lnkd.in/gcfzn7ba
CalPERS extols the benefits of co-investment in private equity
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As Alberta Investment Management Corporation (AIMCo) prepares to beef up its private credit team in New York, CIO Marlene Puffer, Ph.D., CFA, ICD.D (she/her/elle) explains how she plans to scale the allocation, as well as describing a new total portfolio approach to private markets, and the investor's new approach to risk management. https://lnkd.in/gPynsqnN
AIMCo talks total portfolio approach, private credit, and risk
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The £26 billion ($33 billion) People’s Pension, one of the largest master trust workplace pensions in the UK and forecast to reach £50 billion assets under management in the next five years, is modelling itself on Australia's super funds. Dan Mikulskis, CIO of the People's Partnership, wants to create an industry-owned asset manager similar to Australia’s IFM Investors. He also appreciates how Australia’s superfunds benchmark each other and build internal investment teams. https://lnkd.in/g4qkeZAK #DanMikulskis #peoplespartnership
People’s Pension: The British fund with Australian characteristics
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Richard J. Tomlinson, Chief Investment Officer at Local Pensions Partnership Investments, shares his perspective on the complexities of investing in the energy transition. Highlighting the challenges across short, mid, and long-term horizons, Tomlinson emphasizes the practicalities of sustainable investments. Learn how strategic planning and actionable steps can drive successful investments in a low-carbon future. This article is published in partnership with Pictet Asset Management. https://lnkd.in/gHnj8Cj6
Pioneering the Transition to Low-Carbon and Climate-Resilient Futures
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The investment committee at the $94 billion State Teachers Retirement System of Ohio (STRS Ohio) has narrowly voted to block bonuses to investment staff. Lynn Hoover, CPA, acting executive director, stressed the risks of not rewarding investment performance. She noted that 69 of Ohio STRS’s 108 investment staff are eligible for incentive pay, which is currently below peer funds. Competitive pay is essential to attract and retain staff, especially as more employees near retirement. https://lnkd.in/gHe4B7hK #strsohio
Investment staff at Ohio STRS lose bonuses to board infighting
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Del Hart, NZ Super Fund’s head of external investments, highlights the dynamic approach needed for low-carbon and climate-resilient investments. As NZ Super adapts to best practices and data, they focus on carbon-intensive businesses transitioning to sustainable solutions. Engaging with peers and initiatives like Climate Action 100+, NZ Super ensures its strategies align with evolving industry standards. This article is published in partnership with Pictet Asset Management. https://lnkd.in/gHnj8Cj6 #pictet #nzsuper #delhart
NZ Super Evolves Investment Strategy for Low-Carbon Future
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NED, Senior Advisor, Coach, Author | Global Pension and Retirement Leader
1moTerrific forum. I was recently asked if we sufficiently appreciate and delineate fiduciary duty maturity in local domestic contexts and with DB / DC differences?