FIS Stanford
FIS Stanford Photo Gallery
View photos from the 2018 Fiduciary Investors Symposium, held at Stanford University, United States.
FIS Stanford
FIS Stanford Photo Gallery
View photos from the 2018 Fiduciary Investors Symposium, held at Stanford University, United States.
FIS Stanford
Rise of the unicorns: venture capital
The increase in privately held start-ups has piqued interest in venture-capital markets. The opportunities are there but investors must realise that technological innovation has changed the game.
FIS Stanford
China’s enticing, challenging market
Inefficient markets and an explosion of technological innovation fuelled by Millennial consumers make China a tantalising prospect but accessing strong returns there isn’t as simple as it looks.
FIS Stanford
Protecting human capital helps everyone
Investors have plenty to gain from helping to protect human rights in supply chains and managing the human costs during technological disruption and the transition to a low-carbon economy.
FIS Stanford
How to follow megatrends to success
The big themes that will fuel growth in coming decades are interconnected and subject to change. An expert panel gave advice on riding societal change to outperformance.
FIS Stanford
How the active complements the passive
Investors discuss the various ways that two styles often presented as if they are enemies in fact work hand in hand across portfolios to produce returns.
FIS Stanford
CalPERS shake-up may delay PE plans
The surprise ousting of CalPERS board president Priya Mathur heralds a leadership shake-up that could place final approval of an expanded private equity program on hold.
FIS Stanford
Taiwan epicentre of geopolitical risk
The China-US trade war is the latest development in a tense relationship that threatens to bubble over into war over Taiwan, “incinerating” portfolios, Stephen Kotkin said.
FIS Stanford
Investors feel banks’ lending pinch
Post-GFC regulation has driven up the cost of bank funding. Professor Darrell Duffie explained the impact of the end of ‘sovereign uplift’ and offered ideas to create competition and lower costs.
FIS Stanford
Machine learning’s risk/reward challenge
The availability of big data and cheap computer power is making machine learning a profit driver for businesses. A panel of experts discussed related risk-management and governance issues.
FIS Stanford
GPIF’s Mizuno heaps change on managers
As CIO of the world’s largest pension fund, Hiro Mizuno has restructured fees and forced a focus on ESG and stewardship. Now the fund is using AI to make sure managers practice what they pitch.
FIS Stanford
Alphabet’s Hennessy: AI research is king
The chair of Google’s parent told delegates most investment in Silicon Valley today is for artificial intelligence and discussed some of the problems it can solve – and some it has helped create.
FIS Stanford
Time for a carbon tax: George Shultz
Economics professor George Shultz told delegates a revenue-neutral carbon tax would have corporate support and would be effective, during a discussion of US and global climate policy.
FIS Stanford
Australia’s ‘phenomenal’ collaboration
IFM Investors is an example of asset owners co-operating for success. The fund, owned by superannuation funds, has leveraged leadership from its larger stakeholders and greater negotiating power.
FIS Stanford
Disruptive renewables evolving faster
The pace of innovation in renewables has gone from incremental to rapid in recent years, fuelled by improvements in cost and performance. This has made ideas like solar truly disruptive at last.
FIS Stanford
AI investment ‘must be for all’
Artificial intelligence has the potential to treat diabetes and autism. Investors in the technology should focus on bringing such significant boons into the world, scientist Vivienne Ming said.
FIS Stanford
Scholes’ strategies for compound returns
Nobel laureate Myron Scholes touted the importance of patiently pursuing compound returns and pointed out some strategies for enhancing them, including gleaning data on risk from option prices.
FIS Stanford
Asset owners take charge on fees
New models that better align interests and a commitment to ‘fee principles’ are among the ways investors are getting more value for the expense. Even smaller funds are getting into the act.
FIS Stanford
PGGM, CalPERS detail climate policies
Dutch pension giant PGGM explained how viewing climate risk through many lenses helped it address uncertainty, while California’s CalPERS discussed its proactive governance with big emitters.
FIS Stanford
Fossil fuel on last legs: Lovins
Rocky Mountain Institute co-founder Amory Lovins warned that competition would tip fossil fuels into decline at a ‘breathtaking’ pace. Investors have a duty to act, he said.
