Singapore’s two largest asset owners, GIC and Temasek, see attractive opportunities in climate adaptation solutions – a relatively underfunded area compared to decarbonisation. The former has already made selective adaptation investments and said the opportunity set across public and private debt and equity could increase to $9 trillion by 2050.
SimCorp Strategy Lab, a private research institution, designed to challenge industry best-practice on issues relating to mitigating risk, reducing cost and enabling growth in the investment management industry, has set up four new sector-specific research groups including a separate group focused on pension funds.
The Institute for Quantitative Investment Research (Inquire) Europe has recognised research by Professor Lionel Martellini, scientific director of EDHEC-Risk Institute developed in conjunction with Vincent Milhau, research engineer with EDHEC-Risk Institute. The paper, Dynamic Allocation Decisions in the Presence of Funding Ratio Constraints, can be accessed here. Inquire_Europe_Autumn_2009
Taking a three-year view of recent company earnings compared with price may be a more logical benchmark for market valuations, according to a paper from Wainwright Economics in the US. Wainright.pdf
This paper by Pantheon Ventures argues there is an excellent case for appropriate global regulatory reform, but warns it must be proportionate and non-discriminatory, and it must acknowledge that the financial system is global.
Terry Arthur and Philip Booth from The Institute of Economic Affairs explore whether Britain actually needs a financial regulator, concluding among other things that the FSA “is simply the wrong model to generate appropriate rules and regulations”.
The $20 billion prize, provides a blueprint for implementing the Cooper Review-proposed SuperStream concept.
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