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Achieving net zero: It starts in the mind

The CFA Institute mission to help the investment industry understand and fully implement net-zero investing is ramping up. Following the launch of its groundbreaking paper: Net Zero in the Balance: A Guide to Transformative Industry Thinking, the global association of investment professionals continues to highlight the financial risks of climate change and the potential returns […]
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Investor Profile

Edwin Cass: Why CPPIB cut back on emerging markets

CIO of CPP Edwin Cass explains why the opportunity to diversify and generate alpha in emerging markets because of inefficiencies is narrowing. The investor is also looking at the impact of deglobalisation and regional trading blocs in sectors and assets within the countries it invests in.
Investor Profile

CalPERS goes big on the green transition

CalPERS, America's largest public pension fund, is more than halfway towards its goal of investing more than $100 billion in climate solutions by 2030, as it aims to grow its sustainable investment team to 20 in the next few months.
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InFocus

Why taking care of business means taking care of nature first

As universal owners, pension funds can’t diversify away from the risk that biodiversity loss poses to the companies they invest in. A global, co-ordinated effort to push for better policy settings is underway, and a growing number of investors are recognising that halting and reversing biodiversity loss is an issue that demands immediate
Asset Owner Directory

The Asset Owner Directory is an interactive tool to give readers an insight into the world of global asset owners. It includes key information for the largest asset owners around the world such as key personnel, asset allocation and performance.

Investor Profile
Investor Profile

Canada’s HOOPP: Is China even investable for long term investors?

Geopolitical risk could make China un-investable for long term investors says Jeff Wendling outgoing president and chief executive of HOOPP as he reflects on a 30-year career.

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FIS Oxford 2024

SWIB develops model to highlight inflation risk

Using a factor model comprising real rates, inflation, growth and liquidity the State of Wisconsin Investment Board has "swapped binoculars for sunglasses" to see a new picture that effectively highlights inflation risk.
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Fiduciary Investors Symposium

The global economy is increasingly bifurcated between the US, Europe and Asia and how the growth projections and geopolitical risks between these regions plays out is of increasing interest to asset owners. This event looks at the return and impact opportunities in the region, and the importance of Asia in the global economy.

March 18-20, 2025 | National University of Singapore

Fiduciary Investors Symposium

Held at the Harvard Medical School this event focuses on advances in biomedicine and the future of humanity. It invites delegates to think about their portfolios with a time horizon of more than 30 years by looking at the role of science in enhancing human abilities and shaping the future of work.

May 19-21, 2025 | Harvard University, USA
Sustainability
Technology

Can artificial intelligence (AI) help stewardship resourcing?

Jessica Gao, associate director of research at the Thinking Ahead Institute, outlines how asset owners can use AI to solve a growing resource gap in stewardship activities.
Podcasts
Fiduciary Investors Series

Why Asia is the future

In the midst of the great power rivalry between the US and China, “we need to carve out a future that works well for all of us” says National University of Singapore’s Danny Quah, in a talk examining the global economy and the role of Asia. Listen here.

Fiduciary Investors Podcast Series

Global Pension Transparency Benchmark
Risk
Technology

Investors spot key AI applications in portfolio management

AI can add value in almost every part of the investment process, including manager selection and monitoring and risk management, providing support in information gathering and analysis, sometimes from non-traditional and hard-to-access data sources, according to a new CFA Institute Research and Policy Center report.
Asset Allocation
Asset Allocation

New York City’s TRS: Junk rallies make active management hard

At the October investment committee meeting for the Teachers Retirement System of the City of New York, TRS' Tax Deferred Annuity Programme trustees heard how lower quality stocks are outperforming the broad market in what is commonly referred to as a “junk rally.”
Asset classes
Investor Profile

PUBLICA builds alternatives through partnerships

In the latest development of its private market portfolio, Swiss pension fund PUBLICA is investing in infrastructure equity in a partnership with three other Swiss pension funds and Dutch pension investor APG.