The challenge for infrastructure asset managers to achieve Net Zero by 2050 is immense. It requires detailed strategic planning, clear interim targets, critical investment, transparent insight and regular reporting, as well as strong leadership and clear governance frameworks. And all of this needs to be done inside a fiduciary responsibility to seek superior long-term net returns for investors and their beneficiaries.
Net zero infrastructure: A practical roadmap
Investor Profile
Impact: ‘Losing the plot’ or better long-term returns?
Giant Dutch pension provider, PGGM, has been a leader in embracing 3D portfolios shaped around risk, return and impact. Top1000funds.com talks to Piet Klop the new head of responsible investment about the journey so far and what is next in linking the portfolio to positive real-world outcomes.
Sarah RundellJanuary 20, 2022
Forces of Nature
Supply Chain Reaction
Chaos for Christmas? We unwrap the global supply chain crisis that is impacting holiday gifting this year.
Newton Investment ManagementJanuary 14, 2022
Forces of Nature
Buy now, pay (more?) later?
Why is buy now, pay later so attractive to consumers? We discuss the business and investment case around BNPL, along with the regulatory environment of the new installment payment product.
Newton Investment ManagementJanuary 14, 2022
Asset Allocation
SWFs invest record amounts in VC
SWFs invested record amounts into venture capital last year with VC allocations ballooning. Overall assets were boosted by four new SWFs: Azerbaijan, Bangladesh, Cape Verde and Rio de Janeiro. While Israel, Namibia, Bahamas and Mozambique will all launch this year.
Sarah RundellJanuary 13, 2022
COVID-19
Long Covid for the global economy
Prevention is the balm for global economic shock, says respected central bank adviser Professor Warwick McKibbin who says the world’s economic future is uncertain and inflation is likely to remain under a persistent pandemic.
Meredith BoothJanuary 13, 2022
Featured Story
Asset owners reflect on what to expect in 2022
Asset owners think in years rather than months, but investors expect a handful of key areas will define the year ahead. A clearer view on inflation; poor bond performance and a resurgence in labour rights to name a few.
Sarah RundellJanuary 11, 2022
Uncategorised posts
New York State Common engages on political spending
The New York State Common Retirement Fund has ratcheted up pressure on companies in its listed equity portfolio to disclose their political spending in what it calls a “priority issue,” up there with climate, DEI and capital management. Liz Gordon, executive director of corporate governance, explains.
Sarah RundellJanuary 11, 2022