FIS Stanford 2024
FIS Stanford 2024 Gallery
FIS Stanford 2024
The trait that will define ‘the California model’, according to CalPERS
Allocation to climate solutions and the ability to generate alpha from that across asset classes are what will define the future “California model”, according to CalPERS managing director of sustainable investment, Peter Cashion.
Darcy SongSeptember 27, 2024
FIS Stanford 2024
Unified view boosting appeal of total portfolio approach
The changing nature of volatility in financial markets and a more client-centric approach that allows allocations to be tailored is helping more institutions adopt a total portfolio approach (TPA) to investment management, the Fiduciary Investors Symposium at Stanford University has heard.
Prashant MehraSeptember 22, 2024
FIS Stanford 2024
Policy framework, private capital key to financing energy transition
Public authorities need to develop regulatory frameworks that create incentives and provide policy support in order to attract long-term private capital for infrastructure needed for the ongoing energy transition, the Fiduciary investors Symposium at Stanford University has heard.
Prashant MehraSeptember 22, 2024
FIS Stanford 2024
Figuring out the big trends to uncover global investment opportunities
Former US Secretary of State Condoleezza Rice and Franklin Templeton Investments president Jenny Johnson told the Fiduciary Investors Symposium that the big trends of demographics, digitisation and de-globalisation are creating plenty of opportunities for investors, and cautioned on major global geopolitical risks, specifically, the ongoing Russia-Ukraine conflict.
Prashant MehraSeptember 22, 2024
FIS Stanford 2024
Machine learning ‘overcoming key challenges’ in stock picking
Once regarded as a black-box approach to supporting asset management, AI and machine learning is becoming increasingly effective and transparent, now more of a "crystal box" and a useful tool for stock-picking and explaining performance attribution to clients, the Fiduciary Investors Symposium at Stanford University has heard.
Prashant MehraSeptember 19, 2024
FIS Stanford 2024
Higher rates, central bank divergence set to lift volatility
A higher interest rate environment, increasing divergence among major central banks, and geopolitical uncertainty are some of the major risks that top investment managers are bracing for in coming years, the Fiduciary Investors Symposium at Stanford University has heard.
Prashant MehraSeptember 19, 2024
FIS Stanford 2024
Avoid looking at Fed interest rate cut as an economic saviour
Just hours before the US Federal Reserve cut interest rate, Bridgewater portfolio strategist Alex Smith cautioned the Top1000Funds Fiduciary Investors Symposium in Stanford University that any specific rate call doesn’t really matter. Instead, he illustrated a bigger picture view for the road ahead and what this means to investors.
Chris DastoorSeptember 19, 2024
