Top of mind for 2018
Compiling lists for the new year can improve focus and even help reduce anxiety. Here are five factors The Thinking Ahead Institute expects to influence investment over the next 12 months.
The future belongs to investors who can adapt
Canada's HOOPP has officially adopted the total portfolio approach since the start of 2026. Unpacking the move, the fund's managing director and head of total portfolio group Jacky Lee writes that while the approach doesn't magically make the return better, the fact that it frees the investment team from outdated processes and gives investment leaders the flexibility to act is what gives it an edge.
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A new framework for value metrics
Ideas about how businesses generate value and which groups benefit continue to evolve. The Thinking Ahead Group argues there are four sets of stakeholders, and has metrics in mind for each.
Be clear on factor strategies’ benefits
Smart beta, factor indices and other products promise a middle ground between traditional passive and active. But they vary greatly, and investors need to take a hard look before adopting them.
Advisory resolutions help owners
Investors in all jurisdictions need tools designed to let their AGM votes truly express their commitment to responsibility. A manoeuvre popular this year may fill the gap until reform arrives.
Evolution key to top funds’ growth
The last decade was full of growth for large asset owners. To write a similar story over the next 10 years, they’ll need the self-awareness to fuel the good governance necessary for success.
Time for a globalisation rethink?
There is growing recognition that globalisation has a downside. But whether they are mitigated, or continue on the current course, investors should be looking to safeguard their portfolios.
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