Divestment and impact: Detailhandel pioneers participant engagement
Dutch fund Detailhandel takes participant engagement to a new level as it begins to integrate feedback and preferences from a three day beneficiary forum into investment strategy.
Divesting from the oil sector has been a boon for La Caisse’s performance, as the Canadian pension giant says its energy investments have earned billions in value-add compared to the benchmark since the inception of its climate strategy. Head of sustainability Bertrand Millot unpacks the fund’s approach in an interview with Top1000funds.com.
Dutch fund Detailhandel takes participant engagement to a new level as it begins to integrate feedback and preferences from a three day beneficiary forum into investment strategy.
Benchmarks are highlighted in the recent CFA Institute paper as among the historical norms that make investing in climate challenging. MSCI Institute’s Linda-Eling Lee talks about the complexities and evolution of climate benchmarks including the use of balanced scorecard-toolkits that are improving the technology.
Natural capital holds more risk and opportunity than climate change, but where do investors start? Top1000funds.com takes a deep dive exploring the investors that are making inroads to nature-proofing their portfolios.
The fundamentals that underpin timberland, and their strategic role on the path to net zero, will reward consistent investment in productive natural capital. Aleksi Ehtee, timberland team lead, Church Commissioners for England explains why forestry is a real opportunity for patient capital to tap into favourable long-term supply-demand dynamics.
Climate risk has certain features that stretch the imaginations and toolkits of investors, meaning a new framework that includes systems thinking is necessary to branch out from the narrow measurement and management of risk predicated on modern portfolio theory, says Roger Urwin.
US public funds should stop wasting time on thinly veiled political activism, ditch ESG conferences and repurpose most of their sustainability staff, says URS’ CIO John Skjervem. Instead they should invest in proven energy investments and move from either/or to both/and which allows fossil fuels to jostle alongside alt energy.
Featured Story