Fantastic conversation with Igor Halperin around the application of reinforcement learning into forecasting problem, and the limits to data and understanding the world.
Igor Halperin: On the application of reinforcement learning in Finance
Decisions to Enable Net Zero Investing
Climate transition requires a dose of realism and some close collaboration
The climate challenge represents a new opportunity for asset owners and managers to work together to find solutions according to Sonja Laud, CIO of LGIM, but there needs to be a more honest debate.
Amanda WhiteDecember 11, 2024
FIS Oxford 2024
CPP Investments talks tech: Deployment not innovation; bullish on AI
The evolution, thinking and implementation of technology behind the investment process is a key focus for Jon Webster, CPP Investments chief operating officer. He explains how the fund sees technology as value enhancing, rather than as a cost.
Sarah RundellDecember 6, 2024
FIS Oxford 2024
Reckoning on growth: Why tech offers the solution
Daniel Susskind, author of "Growth: A Reckoning" argues that leaning into new technology will allow global economic growth without gobbling up the earth's finite resources.
Sarah RundellDecember 6, 2024
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.
Sarah RundellDecember 6, 2024
FIS Oxford 2024
DC behemoths open up on cultural and investment growth
Nest and AustralianSuper, the largest defined contribution trust funds in their respective countries, face similar challenges related to growth. The Fiduciary Investors Symposium at the University of Oxford heard how the funds are leaning into their growth challenges from a cultural and investment perspective.
Amanda WhiteDecember 6, 2024
FIS Oxford 2024
Why the impact of technology is limited only by the laws of physics
The potential of technology is constrained only by the laws of physics, whether classical or, increasingly, quantum. As the power of technology increases it allows us to understand the world in a lot more detail – including why the current path to net-zero isn’t going to work.
Simon HoyleDecember 6, 2024
FIS Oxford 2024
Asset owners proving trust goes hand-in-hand with transparency
Transparency is key to building trust according to executives at Norges Bank and the United Nations Staff Pension Fund. They discussed the benefits, and limitations of transparency at the Fiduciary Investors Symposium at the University of Oxford.
Amanda WhiteDecember 5, 2024