Improving Alpha: Innovation in Investing, ESG and Technology

<p>As more institutional investors increasingly rely on massive amounts of data and consolidated software ecosystems, the term Platformocracy is finding its way into everyday usage. The term is defined as how major...

<p>As the complexity in alternative financial markets grows, is the bridge between academia and institutional investing being stretched to a point of collapse? Both researchers and investors deal with similar problems...

<p>When examining sole fiduciary states, such as North Carolina, the direction of pension plans and other asset pools typically consolidates under a single elected official, typically the State Treasurer. Combine that...

<p>Albert Einstein is often quoted as stating, “The intuitive mind is a sacred gift and the rational mind is a faithful servant.” As a society today, in this unstable world, you need both to accelerate success while...

<p>There’s a famous sports adage on how great defenses win championships, but can defensive layers be efficiently applied to pension plans that have close to $128 billion in AUM and provide secure retirement benefits to...

<p>When running a pension plan for 150,000 active and retired members across the state of Hawaii, there are several factors that help achieve a 7% return. Governance, portfolio risk awareness, and culture all weigh on...

<p>Evaluating all the investment pieces in a modern-day endowment portfolio requires a keen eye. You might have capital demands pouring in from the university to improve campus buildings, student education opportunities...

<p>​Can a generalist provide a much broader view of the institutional markets and uncover things that so-called experts miss? Can the sins of Wall Street be traced back to a genuine lack of perspective and ineffective...

<p>Institutional investors continually seek top-tier managers, relying on insights, industry signals, and rigorous due diligence led by expert portfolio teams before committing any capital. While these preliminary...

<p>​Many talented endowment CIOs evolve from engineering backgrounds, consultancies, and other disciplines. These past experiences allow CIOs to transform investment office teams, broadening the search for alpha through...

<p>Can prior career opportunities help you discover your true potential in institutional investing even if they’re not related to the finance sector? Maybe it reveals that ideal ‘a-ha’ moment that sets your future...

<p>Being able to source accurate data across alternative markets is a complex process. Stocks, bonds, and futures offer continuous price updates and greater intelligence for investors. The landscape is evolving, with a...

<p>Institutional investors are not only concerned with searching for alpha opportunities in this market but how technology can aid in that search over time. In an age of digital transformation, how can investors become...

<p>In just a few days the second Trump administration will be sworn in to the office of the presidency. There has already been a lot of debate around security regulations and what that might mean for institutional...

<p>Back in the 16th century, when paper money made its debut in Venice, skeptics doubted it could ever replace the clinking of metal coins. Fast forward to today, and we find ourselves seamlessly blending paper, coins...