How to be more opportunistic
With proper governance, Mercer suggests the best way to create value is to establish an internal process to evaluate and capture market opportunities and give external managers more flexibility.
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that while the approach doesn't magically make the return better, the fact that it frees the investment team from outdated processes and gives investment leaders the flexibility to act is what gives it an edge.
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Investing in volatile markets
The Future Fund portfolio has material exposure to two asset classes out of favour with many long-term investors. Chief investment officer, Raphael Arndt, explains why.
Trading rules and infinite monkey theory
Common sense must be applied to statistical data and rules-based investing should only be adopted with caution. Investors should prepare for the inevitable moment when the game suddenly changes.
Don’t sit on your hands with carbon
The long horizon might seem too long for many investors to deal with; but there’s no escaping the imperative to proactively deal with carbon risk says PGGM's Jaap van Dam.
Sustainability goals and relevance of PRI
The 10-year anniversary of PRI coincides with the recent adoption of two major agreements by the global community, represented by the United Nations.
Alignment of interest
The mechanism for sharing risks via fees in the pension industry is weak, says Fiona Trafford-Walker. Asset-based fees don't reflect managers’ ability, and clients don't get enough of the benefit of scale.
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