Tag: Bob Jacksha

Asset Allocation August 19, 2021

New Mexico Pension Posts Highest Returns in 36 Years

The Educational Retirement Board’s portfolio gained 28.76%, or $3.6 billion for the year.

Asset Management Culture October 21, 2020

New Mexico Teachers’ Pension to Divest from Private Prisons

The $12.75 billion fund has been under pressure to sell stakes in CoreCivic and the GEO Group.

Newsmakers August 20, 2019

Exclusive: New Mexico ERB CIO Jacksha Is Worried About the Trade War

The $13.3 billion fund’s chief has very large portion of the portfolio in alts, as a buffer against bad times.

Risk August 19, 2019

New Mexico ERB Beats Peers, Logging a 7.29% Return

Alternatives, US stocks, and bonds help fund value achieve new ‘high water mark.’

Asset Allocation July 10, 2017

As Banks Struggle to Meet Regulations and Keep Customers, Investors Spot Opportunity

Capital relief trades seek attractive returns by offering banks more than economic incentives as synthetic collateralizations boom.

Industry White Papers

Revisiting Earnings Acceleration as a Source of Diversifying Excess Returns Is earnings acceleration an underused source of diversification and excess return? See what the new data shows.

A customized approach to ESG doesn’t have to be expensive Many investors are finding that off-the-shelf approaches are not meeting their organization’s unique ESG needs. This case study explores how Invesco created a suite of ESG mandates which track custom-built indexes for a large US-bank, focusing on specific environmental and social issues.

Investing in Companies That Are Shaping the Future For institutional investors, particularly public plans, the need for diverse and uncorrelated returns is paramount. Both traditional global equity investors and those committed to sustainable investment agendas would benefit from an actively managed allocation to the decarbonization theme.