Chronicles: June 2020

June 2020 Chronicles FI

Dear Investment Professional,

It has been a sobering and lamentable couple of weeks as countries struggle to find the right pace of re-opening their economies, unemployment limps along, and racial divisions escalate across the globe. And yet, capital markets continue to roar along, seemingly disconnected from reality.

Insights into Institutional Portfolios: Part I

In Part I, Aaron Filbeck, CAIA, CFA, CIPM, Associate Director, Content Development; and Chris Hamilton, Head of Asia Ex-Japan Client Solutions, Invesco Investment Solutions, discuss Invesco’s current capital market assumptions for traditional and alternative investments, how taking a goals-based approach can better inform the investment process, and how alternative investments can be used to improve outcomes for institutions seeking to meet their return targets while managing volatility.

Insights into Institutional Portfolios: Part II

Insights Into Institutional Investing: Part II:  In Part II, Aaron and Chris start the discussion with a high level overview of some differences across institutional portfolios, both regionally and by type of institution. The remainder of the discussion takes a deep dive two hypothetical institutional portfolios. They find that, depending on the objective of the institutions, differing levels of alternative investments and particular sub-industries becomes very appropriate.

COVID-19 and Climate Change: A conversation with Jason Mitchell, Man Group

Laura Merlini, CAIA, Managing Director at CAIA Association talked with Jason Mitchell, Co-Head Responsible Investing, at the Man Group for his perspective on Climate change and Covid-19. Global problems require global solutions -- another lesson learned as a result of the Covid-19 pandemic in the year of the Earth Day 50th anniversary – that may lead to a deeper understanding of the ties that bind us on a global scale and should boost a coordinated reaction to address the Climate change threat.

Takashi Kisu, CAIA, Chapter Executive

Mr. Kisu is a senior consultant of Nomura Securities Fiduciary Service Center, engaging in consulting and research for mainly DB and DC plan sponsors. He is also part of the solution group of the department, engaging in the development of the investment consulting service. Prior to joining Nomura in 2012, He was at Daido life insurance company, focusing on the investment planning. He received MSc from Osaka University.     

Graeme Griffiths, CAIA

Graeme is a pension fund trustee and non-executive director. In addition to serving on the CAIA board, he is a trustee and investment committee chair of the Aegon Master Trust, a leading UK multi-employer DC pension scheme.  He also serves on the finance and investment committees of the Royal College of Surgeons, the Royal Historical Society and the Natasha Allergy Research Foundation.

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