Invesment Beliefs

 

It is my ambitious goal to help people with one of the most important aspects of their daily lives – financial investment. Many questions arose in the aftermath of the global financial crisis, when unexpected correlations forced investors to seek deeper insights into underlying risk and return drivers: How do we save for the future in a low interest rate environment with no inflation? How do we invest in a socially responsible and sustainable fashion? How do we prepare for rising health care costs while life expectancies continually increase? How do we hedge against specific risks? What is the most effective way to allocate assets and to construct a portfolio? The investment industry is currently undergoing profound structural changes that pose major challenges to asset managers. At the same time investment methodologies - particularly the understanding of risk and return characteristics of asset classes through the lense of factor risk premia - have advanced in recent years through academic research.

 

In my opinion, translating these academic findings into investable investment vehicles is the next step forward to transform asset management. Indeed a few institutional investors, such as the Canadian Pension Plan Investment Board, the Singapore GIC, Norway’s sovereign wealth fund and Japan’s GPIF have realized the potential of factor-based investing and thus take a total portfolio view in their allocation process.

 

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