As pension funds face growing pressure to invest more at home, investors face a balancing act between supporting long-term national interests and their fiduciary duties to beneficiaries. Investors call for policy incentives, not mandates, and transparency, not constraints.
In a year forecast to be volatile, and with the spectre of recession still very much on the cards, Top1000funds.com finds CIOs exploring new strategies, paring back on active equity, investing in technology and wrestling with the many disparate approaches to sustainability.
In 2023, readers embraced our in-depth analysis and Investor Profiles as we continue our quest for a deeper understanding of institutional investment best practice and driving the industry to produce better outcomes for stakeholders. Below is a look at the most popular stories of 2023.
Helmsley Charitable Trust is meeting new investment managers on the hunt for new exposures and allocations in the new economic regime. On the eve of her departure Rosalind Hewsenian explains how she approaches new manager relationships.
After COP28 Tim Hodgson says the investment industry needs to decide whether the transition away from fossil fuels will be too little, too late or whether net zero by 2050, with all the associated transformational consequences, is possible. Either way the industry needs to “get really good at intertemporal risk management”.
COP28 in Dubai had all the ingredients for both decisive action and controversy, given the UAE's status as a significant fossil fuel producer. But importantly for this sector there was also financial innovation on display. FCLTGlobal’s Olivier Lebleu highlights some of the fund managers showing ingenuity at COP28.
NBIM has petitioned politicians to let it invest in private equity - again. Arguing for a 3-5 per cent allocation with large managers in developed markets, NBIM recognises it will be unable to cap fees like in its other allocations and will curb costs by developing a co-investment program.
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