We interviewed from Arion bank Hjörleifur Arnar Waagfjörð, Head of Institutional Asset Management, and Haraldur Yngvi Pétursson, Senior Portfolio Manager, to hear how the economy and investment strategies have developed over 2020 and 2021.
We spoke to Portfolio Manager, Andreas Stang who is responsible for the ESG strategy, to learn about how policies are partly firm-wide while additional policies apply to certain ESG strategies.....
We take an in-depth look at how asset managers can, and perhaps should, offer hedging to investors in illiquid strategies. Safe to say, it requires a bespoke approach......
We talk to Marjo Koivisto, Investment Associate and Head of ESG, for an in-depth discussion about how the firm integrates ESG in their private credit strategies....
Portfolio Manager, Tapio Koivu, talks to us about the firm’s well diversified equities exposure and its ESG approach, which unusually does not have an exclusion list.....
Through Zoom we were joined by Alina Osorio of Fiera Infrastructure, Snorre Kofoed-Hansen of Velliv and Mikael Falck of Kåpan for a great discussion on how they are allocating to infrastructure, where they see potential for excess returns, where they see potential bubbles and how they work to incorporate ESG into the investment process...
Anders Bertramsen, talks to us about where he sees opportunities in the credit markets, how his team selects managers and how they are kept in line once in....
Jon Pommergard Lind, Investment and Treasury Manager, who discusses how he balances weightings in highly liquid credit with the need for some allocations to earn additional yield from illiquidity premia.....
Head of Loan Strategy, Alexander Galotti, and Senior Portfolio Manager, Kimmo Salokoski, share their active, contrarian, opportunistic and benchmark-agnostic approach to investing in credit....
We discuss ways in which investors can, and cannot, diversify a green bond portfolio, with Douglas Farquhar.....
