Johanna Strömsten is PM International Real Assets at Alecta and is responsible for real estate and infrastructure investments, which is a growing part of the Alecta portfolio that today has an AuM of 970 billion Swedish Krona.

In this episode we discussed Alecta's transition from listed to unlisted assets, the investment management organization, risk and return targets, portfolio construction and rebalancing, COVID-19 and experiences drawn from a portfolio perspective, sustainability and challenges for the portfolio going forward.

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