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CloseCAIA Member since 2016
Benoit Leandri is an Institutional Sales at Schroders, based in Paris. He joined Schroders in London in 2015 as Product Manager for the group’s quantitative equity strategies before joining the distribution team in France in 2018. Previously, Benoit worked at Lyxor Asset Management and BNP Paribas Wealth Management in various roles and locations.
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.
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 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.
Yoshinobu Yarita is the founder and CEO of Japan Alternative Investment Research Institute and the Senior Adviser to CFO of Tokyo Electric Power Company Holdings. He has almost 35 years of experience in financial industry and almost 20 years of private equity business.
Mr. Kisu is a senior consultant of Nomura Fiduciary Research & Consulting, 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 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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