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Private engagement dominates results for CalPERS

Private engagement has more influence on company behaviour and performance a new study of CalPERS’ corporate governance reveals. Analysis by Wilshire Associates has found that because privately engaged companies are more receptive to reform and move more quickly to better governance standards, the turnaround in their stock performance is quicker. It found that the turnaround […]
Amanda WhiteNovember 23, 2011
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Keynes and the character required for a long-term view

In the interests of educating myself I recently read Chapter 12 “The State of Long-Term Expectations” in John Maynard Keynes’ seminal economics tome General Theory. I particularly like his statement: “it needs more intelligence to defeat the forces of time and our ignorance of the future than to beat the gun”, but then I’ve always […]
Amanda WhiteNovember 16, 2011
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Recipe for avoiding half-baked dynamic asset allocation

In what is lauded as somewhat of a Laurel and Hardy performance, APG’s Stefan Lundbergh and academic provocateur Jack Gray, demonstrate the disparity between ideology and action in a hypothetical dynamic asset allocation case study. But jokes aside, it highlights the misnomer in the words “best practice”, and the lack of courage in this industry. […]
Amanda WhiteNovember 16, 2011
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