Senior Portfolio Manager, Halldór Gretarsson and Head of Institutional Asset Management, Hjorleifur Waagfjord, talks to us about substantial growth in the foreign alternatives portfolio and how the aim is to double allocations still....
Local Tapiola´s Director of Private Equity & Private Debt, Tero Pesonen, talks to us about tactical allocations and how a broader mandate, with more flexibility, allows for a wider collection of return drivers and better diversification......
Ville Toivakainen, Investment Director for Private Assets, sat down with Hamlin Lowell to talk about the firms newly launched series of fund of funds and how he is allocating to build diversified, all-weather portfolios over time.......
We sat down with CIO, Thomas Otbo and Head of Private Credit, Michael Bech, for an in-depth look into the firms approach to building a dynamic private credit portfolio....
We caught up with CIO, Toni Iivonen, to talk about the firms broad allocations to alternative fixed income, the type of return targets they want to see and what they look for in new managers......
Alternative fixed income strategies demonstrate great variety, both in terms of spread, risk, capital charge, liquidity, duration matching and ESG factors. This excellent paper compares different categories within the alternative fixed income spectrum.......
NordicInvestor’s agriculture roundtable gathered portfolio managers and investment consultants from North America, Denmark, Sweden and the UK to explore the unique features of agricultural investing and how it is adapting to investors’ evolving ESG and sustainability priorities.
Agriculture can be grouped with other real assets such as forestry/timberland, real estate, infrastructure, precious metals, industrial metals, and equipment, but they all have distinguishing features. We take a look at developed market land farming for yield, growth and inflation hedging.....
Most insurance companies need to generate income from exposure to alternative and private credit, and have some ability to earn illiquidity and other premiums. We were joined by Fredrik Ehn of SPP, Erik Ranberg of Gjensidige and Rens Ramaekers from Aegon Asset Management to discuss the big shift from traditional assets into alternatives......
Finding future-proofed companies with an explicit focus on climate mitigation or climate adaptation......
