long-term investing

Uncategorised posts

Long-horizon premium: up to 1.5%

A study from the Thinking Ahead Institute finds the premium for long-horizon investing is up to 1.5 per cent a year and identifies eight strategies for reaching that target.

Amanda WhiteJune 29, 2017

Opinion

Locking up capital has pros and cons

In theory, closed-end funds should outperform over long horizons – they can avoid forced sales. But in practice, lack of monitoring and alignment can lead to agency costs and underperformance.

Liang YinJune 1, 2017

From the CIO’s chair

Nationwide ignores disruptions, succeeds

The Nationwide Pension Fund restructured its C&D section with a strategy that slowly cut risk over time and ignored the many recent disruptions to global markets. The results were impressive.

Mark HedgesMay 9, 2017

Asset Allocation

Coal pension burns for cash flow

Coal Pension Trustees Services includes a sizeable allocation to equities and is making a move into illiquid sectors such as shipping assets – ‘floating property’ – to generate cash flow.

Sarah RundellMarch 13, 2017

Uncategorised posts

Fundamentally rewiring finance

The better aligned a society’s financial institutions are with its goals and ideals, the stronger and more successful the society will be.

Amanda WhiteJanuary 6, 2017

Research

Balancing the long and short of it

Recent reports highlight challenges sovereign wealth funds face in reconciling long- and short-term objectives – and how success in private markets comes from finding and developing talent.

Amanda WhiteJanuary 4, 2017

Uncategorised posts

Long-horizon premium: up to 1.5%

Opinion

Locking up capital has pros and cons

From the CIO’s chair

Nationwide ignores disruptions, succeeds

Asset Allocation

Coal pension burns for cash flow

Uncategorised posts

Fundamentally rewiring finance

Research

Balancing the long and short of it

Local Pensions Partnership

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