Impact investing has come a long way in the past two decades, going from a niche strategy to a $1.5 trillion industry, but there are still challenges for it to reach institutional scale due to the lack of products and insufficient evidence of outperformance in some parts of the market.
Head of the global union movement, Sharan Burrow, has called on asset owners to “stop talking about constraints on fiduciary duty” and take the lead on the transition to a green economy. Burrow was part of a panel at the Fiduciary Investors Symposium in Chicago that told delegates the next wave of stewardship is not
Regardless of moral and scientific arguments, the “risk of policy action” on climate change is enough reason for institutional investors to consider climate risk as having real impact on their portfolios. As an example investors at the Fiduciary Investors Symposium at Chicago Booth School of Business were told that investment-grade bonds in the coal sector
Ethics and finance will top and tail the program at the Fiduciary Investors Symposium to be held at Chicago Booth School of Business, from October 18-20, highlighting the fact that as asset owners get larger and employ more staff they need to be clear on their own internal ethics and responsibilities. One of the world’s
It is called the “CalPERS’ Effect” but it could easily be called the asset owner effect, or the institutional investor effect, or the power of engagement effect. Wilshire, which is a consultant to the $300 billion Californian fund CalPERS, has provided an update on its study measuring the effect of engagement on a targeted list of companies called the Focus List.
Former Governor of the US Federal Reserve, Ben Bernanke, says there are no foreseeable shocks to the financial system. In any case, he says, the system itself is so much more robust than it was before the crisis, that it could weather the storm. The only possible cause for concern is geopolitical risk. Risk
For Myles Allen, Professor of Geosystem Science at Oxford University’s School of Geography and the Environment, and Head of the Climate Dynamics Group in the university’s Physics Department, the most important climate change investment institutional investors can make in coming years is in technology around Carbon Capture and Storage, CCS. Speaking at the Fiduciary Investors
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FIS 2026 at Harvard University