A Way to Look at Commodities—And It Is Not Quantitative
Several new specialist managers are making sector, relative value, and fundamentals-based trades to take advantage of current market dynamics.
Tag: Investment
Research
Gender-Diverse Asset Managers Get Better Results, Study Says
Equity returns are almost half a percentage point higher with more women in investment firms, per WTW.
Research
Pension Investments Boost Corporate Productivity, Study Says
Production leaps 3.5% for public companies, thanks to extra capital.
Alternatives
Op-Ed: The Climate Investment Dilemma—Divestment or Decarbonization?
FEG’s Tim O’Donnell explores the merits of engagement.
Pensions
CPPIB, Greystar to Form Joint Venture in US Life Sciences Development
The two investors are starting with an office and lab development project in Somerville, Massachusetts.
Market Moves
Drama Aside, Meme Stocks Are Having a Good Year So Far
Retail investors holding on to social media darlings have helped some business gain a new lease on life. But many worry that the good times won’t last.
Asset Allocation
GIC Invests $1 Billion into Grifols’ Plasma Business
The funding buys the Singapore sovereign wealth fund a minority stake in the health care firm.
Pensions
BCI, Gamut to Invest in Transportation Firm PS Logistics
The Canadian investor is betting on continued growth in the continental shipping of goods.
Corporate Moves
Mark Machin Joins the Board of Singapore VC Firm Serendipity Capital
The former head of CPPIB finished up his final day at the pension fund last week.
Corporate Moves
CalPERS Appoints Marlene Timberlake D’Adamo First DEI Officer
The former chief compliance officer at the $466 billion pension fund is moving into the newly permanent position.
Asset Management Culture
How Asset Owners Can Integrate ESG into Fixed Income
Greater data in the asset class will go a long way, says a Willis Towers Watson report.
Pensions
The Public Sector Pension Investment Board Gains 18.4% in FY2021
An extraordinary recovery in the capital markets netted the Canadian allocator double-digit earnings.
Asset Allocation
GIC and Equinix to Pump Extra $3.9 Billion into Data Centers
When completed, the global portfolio will be valued at more than $6.9 billion and will service the world’s top cloud service providers.
How Effective Are Investment Consultants for Allocators?
The gap between consultants’ actual and claimed performances was remarkable, says one study, looking at UK-based firms with worldwide reach.
IIRC, SASB Complete Merger to Form Value Reporting Foundation
Investors expect the consolidation will result in more consistent sustainability standards.