4 mai 2023

Next month will mark five years since Velliv (formerly Nordea Liv and Pension, Denmark) left its parent company—the banking group Nordea—to forge a new identity as a member-owned pension provider. Chief among the challenges was the need to build up an investment management function that had previously been handled in large part by Nordea.

• Private Markets
• Private Equity
• Private Debt
• Hedge Funds
• Investor Spotlight
• Manager Selection
• Infrastructure

Lire la suite : How Alternative Investing is Evolving at Denmark's Velliv

27 février 2023

Equity long/short strategies are ahead of the curve on ESG and carbon emissions versus their hedge fund counterparts in other strategies–thanks largely to the groundwork laid by the long-only equity investment industry and its data suppliers.

• ESG
• Equity
• Diversifying Strategies
• Hedge Funds
• Impact

Lire la suite : Are Equity Long/Short Managers Meeting Investors’ ESG and Climate Needs?

26 janvier 2023

With investor sentiment now appearing to shift in favour of active equity management, as indicated in bfinance’s recent Asset Owner Survey, we ask portfolio design specialist Ruben Mutsaers: what objectives should investors put in place for equity portfolios?

Lire la suite : What Excess Return Should We Expect from an Active Equity Portfolio?

18 janvier 2023

Investors are considering whether to slow down their deployment to illiquid strategies or maintain their previous pace after a year of disappointing performance in bond and equity markets, compounded by recent bouts of extreme turbulence and fears over liquidity. Private credit portfolios present a particularly pressing question, given their need for regular maintenance and today’s higher fixed income yields. Trevor Castledine tackles a timely debate.

• Private Markets
• Private Debt

Lire la suite : Should Investors Press Pause on Private Credit Commitments?