Published Sep 9, 2019

Matt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108)

Matt Whineray, CEO of the New Zealand Super Fund, delves into the fund's innovative risk allocation, strategic tilts, and foundational investment principles, showcasing how a long-term horizon, operational independence, and strong external collaboration drive its sustainable success and balanced performance.

Episode Highlights

Topics covered

Episode Highlights

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Dexa/Capital Allocators – Inside the Institutional Investment Industry

Matt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108)

Topics covered

Popular Clips

Long-Term Investment Insights

Values Through Stories

Reference Portfolio Insights

Risk Allocation Strategies

Portfolio Completion Strategies

Investment Beliefs Unpacked

Dynamic Asset Allocation

Risk Allocation Strategies

Scaling Investment Strategies

Investment Life Cycles

Pension Fund Strategy

Superfund Insights

Flexible Mandates

Investment Themes Shift

Episode Highlights

Strategic Allocation

Investment Principles

External Collaboration

Related Episodes

Matt Levine – Money Stuff (Capital Allocators, EP.97)

Wylie Fernyhough – Private Equity Stakes (Capital Allocators, EP.208)

[REPLAY] Raphael Arndt – Australia’s Sovereign Wealth Fund CIO (EP.70)

Martin Whittaker – JUST Capital (First Meeting, EP.02)

Sarah Williamson – Focusing Capital on the Long-Term (Capital Allocators, EP.67)

Matt Botein – Flexible Investing and Institutional Challenges (Capital Allocators, EP.88)

Raphael Arndt – Australia’s Sovereign Wealth Fund CIO (Capital Allocators, Episode 70)

Sustainable Investing 1: Wendy Cromwell – The $170 Trillion Opportunity (Capital Allocators, EP.139)

Paul Enright – Inside Long-Short Equity Investing (Capital Allocators, EP.266)

Training Grounds: Wellington Management – Jean Hynes (EP.423)

Wayne Wicker - Managing for Millions who Matter (Capital Allocators, EP.44)

Matt Breitfelder – Optimizing Investment Performance through Human Capital (Capital Allocators, EP.323)

[REPLAY] Jean Hynes – Inside Wellington Management (Capital Allocators, EP.82)

Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427)

[REPLAY] - Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29)

Matt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108)

Topics covered

Popular Clips

Episode Highlights

Strategic AllocationMatt Whineray, CEO of the New Zealand Super Fund, discusses the fund's innovative risk allocation and strategic tilting strategies. He highlights the importance of the reference portfolio as a benchmark for performance, ensuring a balanced approach to investment management.

Strategic Allocation

Investment PrinciplesMatt Whineray discusses the foundational investment beliefs and governance principles that drive the New Zealand Super Fund's success. He highlights the importance of a long-term horizon and operational independence in achieving sustainable investment outcomes.

Investment Principles

External CollaborationThe New Zealand Super Fund's strategic approach to manager selection and collaboration emphasizes flexibility and deep relationships. Matt Whineray discusses how these strategies enhance risk management and integrate diverse insights while maintaining control.

External Collaboration

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