We spoke to Midhat Syed about the firms approach when selecting external managers for their growing execution-only platform, a fund of funds, and Skagen´s model portfolios.....
Specialist independent investment consultant, COIN Investment Consulting Group, will in 2021 begin a private credit search on behalf of “second tier” Swedish institutional investors. We interviewed Jonas Lindgren, Head of Alternatives Manager Selection, for a heads up on the next search.....
NordicInvestor interviewed Roelfien Kuijpers, Global ESG Client Officer & Head of Responsible Investments, to discuss DWS’s evolving ESG approach; its data strategy; engagement and exclusion; why ESG does not yet cover 100% of assets; transparency and reporting, and some topical themes around Covid-19, diversity and sectors....
NordicInvestor asked Mandatum’s Head of Alternatives, Jussi Tanninen, and its portfolio manager for private debt, Matias Hauru, what they seek from external managers......
Head of Alternatives, Christoph Junge, gives us an insight into how the team approaches infrastructure investments and how external managers are selected.....
Jupiter´s Guy de Blonay on where to find next generation, innovative technology companies....
We take an in-depth look at real estate through the lens of a manager who argues that the opportunity to generate outsized returns usually come at the beginning of a cycle when trends are less evident. We talk earnings stability, inflation, alpha generation as well as how Covid-19 has set in motion new patterns in real estate usage....
Martin Axell, Senior Portfolio Manager at Länsförsäkringar, talks to us about allocations and his big picture philosophy when it comes to diversification and manager selection....
Teemu Ahonen, Head of Absolute Return at Ilmarinen in Helsinki, explains how active management is thriving on market volatility
Eric Penser Bank’s Head of Asset Management, Jonas Thulin, has an impressive forecasting track record and believes a V-shaped recovery is possible in the US. But he is very selective about the managers he picks......
