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that while the approach doesn't magically make the return better, the fact that it frees the investment team from outdated processes and gives investment leaders the flexibility to act is what gives it an edge.
Risk reporting is increasingly regarded by sophisticated investors as an important ingredient in their decision-making process, authors from EDHEC argue that the effective number of (uncorrelated) bets could be a useful risk indicator to be added to risk reports for equity and policy portfolios. Risk reporting is increasingly regarded by sophisticated investors as an important
In the coming weeks, Towers Watson will be writing a series of articles, exclusive to conexust1f.flywheelstaging.com, that look at key challenges facing large asset owners. These will focus on specific practicalities that many global funds are encountering such as the role of internal teams. To put these challenges in context, this first article by global
Trustees need practical guidance on how to implement a comprehensive investment approach to climate change. Helga Birgden, head of responsible investment for Asia Pacific at Mercer and Nathan Fabian chief executive of the Investor Group on Climate Change Australia/New Zealand, show them how. In the 2013 Global Investor Survey on Climate Change, more than 80
As the chief executive of a financial services media and events business, Colin Tate* benefits from the growth in the banking sector. But at the same time he is perplexed by their bad corporate behaviour, large pay packets, and secret negotiations. It’s time, he says, for institutional investors to demand change. I’m not a
Celebrating active ownership day, Simon Howard the chief executive of the UK Sustainable Investment and Finance Association, describes the business benefits of active ownership. Active ownership by investors is becoming increasingly recognised for delivering a range of business benefits from helping to protect corporate reputations, to increasing share prices. Active ownership funds, i.e. those
The following article is a letter from United Food and Commercial Workers’ John Marshall in response to our recent article, Walmart takes divestment blows to the body. I read with interest the excellent article on the Swedish AP funds’ recent divestment from Walmart based on concerns about the company’s systematic abuses of workers’ rights in the
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