Data is changing investors ability to integrate ESG

The growth and availability of data is allowing in
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Impact investing’s case for scale

Impact investing’s case for scale

Impact investing has come a long way in the past two decades, going from a niche strategy to a $1.5 trillion industry, but there are still challenges for it to reach institutional scale due to the lack of products and insufficient evidence of outperformance in some parts of the market.

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The subtle complexity of best-practice pension management

Identifying best practice in pension management is not a straightforward task. As much as asset allocators may want there to be a definitive answer, differences in size, mandate and resources between different pension funds means an investment approach that works for one may not work for others.

Why simplicity matters in total portfolio approach

The key to implementing a successful total portfolio approach is not about creating complexities, but rather maintaining simplicity within the shared lexicon of an investment team, said two of the approach's most well-known adopters.

Reflections on Fiduciary Investors Symposium, Toronto

The Fiduciary Investors Symposium was held in May in Toronto. Conexus Institute executive director David Bell shares his reflections through the lens of a researcher focused on Australia’s superannuation system and a former pension fund CIO, and someone with a strong academic background in all things investment and pension related.

Build a playground, but let your investment team play on the slide

Innovation comes from collaboration, not from building silos, the Fiduciary Investors Symposium has heard. Leading academic Redouane Elkamhi told the symposium the boards of pension funds should create structures that allow investment teams to actually do what they are asked to do.

Enhanced tech capabilities makes reinforcement learning viable

What was once too intense to be utilised by computing processes, reinforcement learning has become a viable tool for asset owners. John Hull, Maple Financial chair in derivatives and risk management at the Joseph L. Rotman School of Management, told the Fiduciary Investors Symposium this now outperforms simpler modelling approaches.

Same same, but different: Governance lessons from three markets

Despite global pension markets’ varying levels of maturity, the goal of combining portfolio resilience with meeting fund objectives is the same, and it can be achieved through different manifestations of governance structures.

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