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.
Rethinking portfolio construction at the human-AI nexus
As artificial intelligence models become more sophisticated, asset owners and managers are rethinking portfolio construction as an activity sitting at the nexus of human and machine, which means gaining an edge over the market increasingly needs investors to tap into the wisdom from both sources.
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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 institutional investors. The Fiduciary Investors Symposium in Singapore will look at the return and impact opportunities in the region, and the importance of Asia in the global economy.
It will examine the global economy in the context of the west adapting to a rising Asia; technology decoupling between the US and China; the impact of COVID-19 on Asian economies; the leading role of Asia in technology, smart cities, digitalisation and fintech; ESG risks and opportunities; and portfolio resilience to different macro-economic regimes.
The conference enables asset owners from around the world to explore investment themes, risks and opportunities with their global peers, and explore cutting edge approaches to risk management, liquidity management and portfolio construction.
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.
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.
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.
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.
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.
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