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Defensive Diversification in focus at the Global Investment Institute Fixed Income & Alternatives Investment Forum this week. Dr Toby Goodworth, pictured discussed how different hedge fund strategies perform in times of market stress and how to build portfolio resilience. With Frithjof van Zyp, CFA

Les Marton this week featured in Benefits Canada to discuss the findings of our latest Investment Management Fees paper, and remind institutional investors that "an altering macroeconomic environment means that cost management requires continual attention". Read the full discussion here: https://okt.to/pmweQi #investmentmanagement #fees #onyourside

Marco Stigler-Thomas, CFA recently sat down with Hannes Banzhaf, CFA and Patrick Eisele to discuss timber as an asset class. Investor interest (and indeed demand) in this particular commodity has been growing, largely thanks to its diversification qualities and attractive total returns. For all of our German followers, please see the attached PDF for a full breakdown of the discussion. Alternatively, download the latest version of portfolio institutionell to receive a copy of it: https://okt.to/3l0BIr #impactinvesting #Timber #onyourside

We're very excited to announce the panellists for the Inaugural bfinance Bermuda Breakfast Briefing, taking place on 18th September at the Hamilton Princess Hotel! The Public Markets discussion will feature: - Mathias Neidert, Head of Public Markets Research at bfinance - James Fitzpatrick, Chief Investment officer at Manulife Investment Management - Eric Hovey, CFA, Director and Senior Portfolio Manager at Payden & Rygel - Steven Oh, Global Head of Credit and Fixed Income at PineBridge Investments The Private Markets panel will feature: - Thibault Sandret, Head of Private Credit at bfinance - Laler DeCosta, Managing Director and Client Portfolio Manager at Invesco Ltd. Real Estate - Dmitry Gasinsky, CFA, Senior Portfolio Manager and Head of Private Residential Credit Strategies at Neuberger Berman - Jason Kezelman, CFA, Head of Private Debt and Credit Alternatives Sales North America at Schroders Capital - Cole Charnas, Partner and Head of Insurance and Investment Grade Private Credit 26North The event is only open to institutional investors, who can register for their complimentary place here: https://lnkd.in/eY3HntBc We look forward to seeing you there! Neil Holmes Guy Hopgood #insurance #institutionalinvestor #onyourside

Ahmed Mohamoud recently featured on CAMRADATA's Japanese Equity Roundtable, where experts discussed the evolution of Japan's equity market, and the direction in which the market will go in the coming years. Mohamoud said: "Japan's story is structurally positive, but progress historically has been gradual. Maintaining a long-term perspective is crucial for investors, particularly regarding enhancements in corporate governance." Download the full paper here: https://okt.to/Wke7iK Ahmed was joined by Anca Vasilov, CFA of Asset Management One, Wataru Ogihara of Sumitomo Mitsui DS Asset Management Co., Ltd., John Lothian, CFA of Border To Coast Pensions Partnership, Sandeep S.Jadwani A.C.S.I., CIB of Habib Investment Limited, Patrick McKenna, CFA, CAIA of Mediolanum International Funds Ltd, Rob Starkey, CFA of Schroders, and Michel Perera of SMITH BARNEY, and moderated by Elizabeth Pfeuti of Rhotic Media. #Japanesemarket #institutionalinvestors #onyourside

Marlene Puffer, Ph.D., CFA, ICD.D (she/her/elle), CIO at Alberta Investment Management Corporation (AIMCo) is in the 'Investor Spotlight' this month with insights on business transformation, total portfolio management, private markets, AI/climate thematics and more: https://okt.to/iAfBRd #Investment #Transformation #onyourside

We couldn't be prouder of Sam Gervaise-Jones' work on the Wales Pension Partnership project, and it's incredible to have his (and the rest of the team's) efforts recognised by Local Government Chronicle's Investment Awards 2024! And of course a massive congratulations to Guinevere Taylor and Abbie Llewellyn-Waters for also making shortlist, and to all those other firms and individuals that have been recognised. Wishing you all the best of luck! #institutionalinvestment #investing #onyourside

Rianna Rawlins and Aadham Ahmad weren’t born when bfinance was founded in 1999, but it has been an absolute pleasure to host them as Interns over the Summer! They both displayed high levels of enthusiasm and a keenness to make impactful contributions to their teams and the wider business, aligning with our values and culture. Thank you for all your hard work. Wishing you both a successful year back at university and a prosperous future! Young Women Into Finance #25thanniversary #summerinterns #onyourside

The Global Sukuk market has tripled in size in less than a decade, to the point where demand is now outstripping supply. Rickey Thevakarrunai, CFA sat down with Citywire South Africa to discuss why this asset class has been so popular and what it can offer investors: https://okt.to/Nk0RXr #ShariaLaw #sukuk #onyourside

Toby Goodworth recently sat down with Luke Jeffs, Managing Editor of FOW, to discuss the growing demand for 'heroic diversifiers' (hedge funds) from certain institutional investors as market uncertainty persists: https://okt.to/tFAyhU #hedgefunds #institutionalinvestors #onyourside