Tag Archives: investment beliefs

Challenging Investment Beliefs

At the EPFIF (International Pension Fund Investment Forum) on September 4th, the theme of the seminar was challenging investment beliefs; critically questioning the conventional or self-evident truths. Challenging Investment Beliefs from aslager My presentation focused on the challenging part. Investment … Continue reading

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Working with investment beliefs

We regularly work with pension funds to clarify the investment philosophy, usually by debating the (existing) investment beliefs. This could be an interesting philosophical investment debate with no strings attached; but the relevancy to trigger such a debate is translating … Continue reading

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Judging the manager’s investment process

Uncovering your own investment beliefs is a challenge on its own. Uncovering other funds’ or managers’ investment beliefs is an entirely different challenge. John Minahan’s 2008 paper discusses how to uncover an active manager’s belief system for two reasons:  “First, … Continue reading

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New Insights into the Value Drivers of Pension Funds

We recently published a paper, investigating investment beliefs. A direct relationship between the observed investment beliefs held by pension funds and performance measures is tested using an international sample of pension funds. Investment beliefs address strategic choices in the investment philosophy … Continue reading

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Designing your pension fund

Always nice to visit Toronto and discuss latest research developments and with leading pension executives. Kees presented work in progress, it’s amazing how some things stand out when designing and running your pension fund: Yes, lower costs matter, so there’s … Continue reading

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