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Toby Goodworth recently sat down with FOW to discuss hedge fund classifications, suggesting that the focus should be on their return profiles as opposed to the strategy they employ to achieve returns (https://okt.to/PWiZCU) He said: "The point of hedge funds is you use them for return streams you can’t get from traditional risk assets so they need to be demonstrably different. If you start to think about hedge funds in those terms there are basically three different return style groups: convex divergent returns, market independent and directional." #hedgefunds #institutionalinvestors #onyourside

New Paper: Properties of Performance: What Has Set Real Estate Fund 'Winners' Apart? - https://okt.to/5CDUlN With an eye on recent difficulties in real estate portfolios, Peter Hobbs, Ishan Issadeen, CFA, and Giorgio Paone, CAIA answer these questions: what has separated high-performing real estate managers from their weaker counterparts? And should investors consider adjusting approaches to strategy and manager selection in 2025 and beyond? #realestate #institutionalinvestors #onyourside

It is an absolute honour to win 'Consultant/Advisor of the Year' at the Environmental Finance IMPACT Awards 2024! Impact investing has been a key theme in recent years and it has been a pleasure to support so many clients in navigating this evolving landscape. A special thanks goes to Sarita Gosrani, CFA and Fiyin Kosoko who are leading our ESG and impact efforts, and of course thank you to all of our clients for your ongoing support. Congratulations to all other winners and nominees! #impactinvesting #awards #onyourside

Chris Stevens, CFA, CAIA had the pleasure of speaking at the With Intelligence - Pension Bridge Hedge Europe 2024 conference, where he discussed how the role of hedge funds has evolved and how they will change as a proportion of strategic asset allocation over the next five years. #hedgefunds #diversifyingstrategies #onyourside

Which alternatives offer the most meaningful diversification and how can the best managers be sourced? Olivier Cassin discussed this topic at the Markets Group Annual Private Wealth UK Autumn Forum in London, where he considered which alternatives will generate meaningful risk-adjusted returns, and how investors are instilling crisis management and downside risk. Olivier was featured alongside William Hobbs of Barclays Wealth Management, Raphael Drescher of Quintet Private Bank, and @Yassine Bahemou of Leonteq. The session was moderated by Antonio Curia of MIELI Private Office (by MIELI CAPITAL Ltd). #privatemarkets #alternativesassets #onyourside

Sam Gervaise-Jones, Frans Verhaar and Marco Stigler-Thomas, CFA had the pleasure of judging this year's Investment & Pensions Europe (IPE) Conference & Awards, hosted in Prague. Sam was honoured to present Bosch Pensionsfonds AG with the Corporate Pension Fund award and Deutsch Bank's Fondo de pensiones Empleados with the Corporate Pension Fund Rising Star award. Congratulations to all the winners from the night, and a big thank you to IPE for hosting a wonderful evening. Pictured: Bosch Pensionfonds: Dirk Jargstorff and Christian Zeidler. Fondo de pensiones Empleado Deutsche Bank: Adrià Carreras Ballester and Noelia Iglesias Lopez. #awards #institutionalinvestors #onyourside

Thank you to Investment & Pensions Europe (IPE) for covering our recent Global Asset Owner Survey, where we identified 'geopolitical conflict' as the top concern for investors, with more than 50% of investors labelling it a "very significant threat" to achieving their investment objectives. Read the article here: https://okt.to/b49AGo Download the survey here: https://okt.to/YihcqF #geopolitics #institutionalinvestors #onyourside

Olivier Cassin recently had the pleasure of speaking at the With Intelligence - Pension Bridge Private Markets event last week, where he addressed the nuances associated with 'evergreen' fund structures, as demand from LPs grows thanks to the strategies' open-end structure and flexibility. Olivier featured alongside Raphael Drescher, Joe Howley, and Chris Daniel. #privatemarkets #evergreenfunds #onyourside

New Article: ‘Enhanced Indexation’ Gains Momentum as Investors Shift Gears: https://okt.to/WryLul Asset owners are grappling with fundamental tensions within equity portfolio design. The runaway performance of tech titans has led to fears of market over-concentration, while at the same time, investors appear increasingly reluctant to take significant active risk versus the benchmark. In this article, Robert Doyle and Weichen Ding discuss growing demand for benchmark-aware strategies, whether active (‘core’) or quasi-passive (‘Enhanced Indexation’). Oliver Wade #Equities #institutionalinvestors #onyourside

Huge congratulations to Sam Gervaise-Jones on a remarkable accolade from the UK local government pensions community: the Outstanding Individual Contribution (Service Provider) award at the 2024 LGC Investment Awards. Sam has been with bfinance since 2004 (20 years!), and those of us who have worked closely with him know the commitment and dedication that he brings to all things LGPS in his role as Head of Client Consulting UK & Ireland (and, more recently, in independent advisory work as well). He is an outstanding member of the team and we’re extremely proud of him. Also pictured: Paul Guilliotti (Richmond & Wandsworth), Nikki Howard, Louise Laurent, Jill Compton & Kathryn Saklatvala. Thanks also to the Local Government Chronicle team. #LGCInvestmentAwards