ESG integration wields best results with good data and effective engagement

Key elements of ESG integration at Pensioenfonds M
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Highlights video | Stephen Kotkin

Highlights video | Stephen Kotkin

Few forces are reshaping institutional portfolios Continue Reading A Top1000funds.com subscription unlocks the full article Join the global institutional investment platform read by the world's largest asset owners, fund managers and consultants. New here Create an account Complimentary to register. We'll verify your details and grant access to the archive, our newsletters and the Asset

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Fossil fuel on last legs: Lovins

Rocky Mountain Institute co-founder Amory Lovins warned that competition would tip fossil fuels into decline at a ‘breathtaking’ pace. Investors have a duty to act, he said.

Kotkin weighs in on geopolitical risks

Global tensions are an important consideration in decision-making. At a recent roundtable, geopolitical expert professor Stephen Kotkin discussed the risks related to China and the US.

Chinese market’s many pros and cons

The Asian giant has a vibrant tech sector, a growing middle class, and a government making changes to improve access. It’s enough to make many take on the market’s volatility and other issues.

Pooling funds worth the trouble

Combining pension funds involves merging cultures, acting as both an investor and a body that answers to its constituent funds, and more. A panel of CEOs discussed the difficulties and benefits.

Tech alters infrastructure assets

AI and other advances are making assets like toll bridges more challenging. Opportunities are emerging from privatisation but the days of 'set-and-forget' may be coming to an end.

Looming downturn forces moves

Asset owners are diversifying, cutting costs and allocating assets to low-volatility strategies to put their portfolios in position for difficult times, a high-level panel discussion found.

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