Long horizon investors ‘a crazy bunch’
Asset owners should allocate capital where it is productive, which implies knowing where value is created in the real world. Jaap van Dam contemplates what it means to be a long-horizon investor.
The blockage of the Strait of Hormuz has left the world facing another energy crisis and warning bells of a global recession are growing increasingly shrill. Ostensibly, the crisis could also push the energy transition back as governments and companies scramble to shoulder the cost of $100 per barrel of oil and prepare for higher
Asset owners should allocate capital where it is productive, which implies knowing where value is created in the real world. Jaap van Dam contemplates what it means to be a long-horizon investor.
ESG factors impact company financial performance and drive long-term value – but inadequate data is no longer an excuse for incorporating ESG into investment decisions.
Now responsible for implementation of the Church of England’s Ethical Investment Advisory Group recommendations, Edward Mason has only just begun to push the church’s brand of responsible investment and increasingly bold ethical purpose.
Investors, including ABP and EAPF, outline how they are putting their money where their mouth is with clear action plans to de-carbonise their portfolios and push for policy action on climate.
World expert on climate change policy modelling says price of carbon should be $100 a tonne.
The Fiduciary Investors Symposium at Cambridge University brought together 115 investors from 15 countries to discuss the challenges and opportunities of long-term investment.
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