Investment strategies for the world's largest institutional investors
Saïd Business School’s Peter Tufano says investors’ responsibility is to make decisions for the collective good; he identifies 12 future threats to the species to consider in strategy.
An Oxford fellow in economics said computers’ upgrades in areas such as judgement and empathy would soon allow them to do many tasks now thought to be for humans only – even some clergy duties.
Investors need to face the reality of lower returns and adjust their portfolios accordingly, the co-CIO of hedge-fund giant Bridgewater said.
UNI Global Union general secretary Philip Jennings implored asset owners to use their influence to help the global workforce, for the sake of the economy, society and their supply chains.
Australia’s $34 billion pension fund for the construction industry is moving nearly half of its asset management in-house, starting with active equity and infrastructure.
Fiduciary Investors Symposium
April 15-17 2018, Oxford
Asset owners are diversifying, cutting costs and allocating assets to low-volatility strategies to put their portfolios in position for difficult times, a high-level panel discussion found.
Fraud and falsehoods are nothing new but technology has made it much more difficult to separate fact from fiction. Professor Stephen Kotkin discussed investing in a world of deception.
The CIO of the $4.3 billion fund manager argued in a panel discussion that an excess of capital in the market and lack of access to top general partners have hurt the asset class.
Combining pension funds involves merging cultures, acting as both an investor and a body that answers to its constituent funds, and more. A panel of CEOs discussed the difficulties and benefits.
Renewable energy sources are thriving as a long-term asset class, thanks to consumer demand from corporations, emerging technology and other factors. A panel of experts explained the appeal.
Merely capturing carbon data doesn’t do enough to inform asset owners about environmental risk but models and technology are emerging to do the job, the Smith School’s Ben Caldecott explains.