Investors had the chance to join private chat rooms with speakers and their peers to discuss the themes of the conference including the fallout of the US election and what their outlook is for 2021. Using special networking technology this dedicated session allowed for interactivity among delegates to discuss key themes. The “rooms” or “tables” were hosted by leading investors from around the world.[vc_quotes layout=”accordion” quotes=”%5B%7B%22name%22%3A%22Jaap%20van%20Dam%22%2C%22job_role%22%3A%22Principal%20director%2C%20investment%20strategy%2C%20PGGM%20(The%20Netherlands)%22%2C%22content%22%3A%22Van%20Dam%20is%20an%20experienced%20and%20innovative%20director%20of%20strategy.%20He%20is%20the%20investment%20director%20responsible%20for%20developing%20and%20benchmarking%20PGGM%E2%80%99s%20investment%20practice%20in%20order%20to%20stay%20best%20practice.%20He%20is%20currently%20working%20on%20PFZW%E2%80%99s%20investment%20strategy%202025.%20Van%20Dam%20has%20broad%20knowledge%20and%20experience%20on%20strategy%2C%20investment%20policy%20formulation%2C%20asset%20allocation%20and%20value%20chain%20design.%20In%202013%20he%20was%20voted%20CIO%20%2F%20%E2%80%9CInvestment%20Head%20of%20the%20Year%E2%80%9D%20by%20aiCIO.%20Current%20other%20activities%20include%20being%20chair%20of%20the%20VBDO%2C%20the%20Dutch%20Association%20of%20Investors%20for%20Sustainable%20Development%2C%20Chairman%20of%20the%20European%20Chapter%20of%20the%20300%20Club%20and%20member%20of%20the%20research%20committee%20at%20the%20International%20Centre%20for%20Pension%20Management%20(ICPM).%20Together%20with%20Kees%20Koedijk%20and%20Alfred%20Slager%20he%20authored%20%E2%80%9CAchieving%20Investment%20Excellence%3A%20A%20Practical%20Guide%20for%20Trustees%20of%20Pension%20Funds%2C%20Endowments%20and%20Foundations.%E2%80%9D%5CnHe%20holds%20a%20Master%E2%80%99s%20Degree%20in%20Finance%20from%20the%20Erasmus%20University%20Rotterdam.%22%2C%22image%22%3A%2235347%22%2C%22linkedin%22%3A%22https%3A%2F%2Fwww.linkedin.com%2Fin%2Fjaap-van-dam%2F%3ForiginalSubdomain%3Dnl%22%7D%2C%7B%22name%22%3A%22Mark%20Walker%22%2C%22job_role%22%3A%22Chief%20investment%20officer%2C%20Coal%20Pension%20Trustees%20(United%20Kingdom)%22%2C%22content%22%3A%22Walker%20is%20responsible%20for%20the%20investments%20of%20the%20Mineworkers%E2%80%99%20Pension%20Scheme%20and%20the%20British%20Coal%20Staff%20Superannuation%20Scheme.%20Prior%20to%20joining%20CPT%2C%20he%20was%20managing%20director%20and%20global%20chief%20investment%20officer%20of%20the%20Univest%20Company%2C%20Unilever%E2%80%99s%20internal%20investment%20group.%20He%20joined%20Unilever%20from%20Mercer%2C%20where%20he%20was%20a%20partner%20and%20head%20of%20the%20London%20Investment%20Consulting%20Unit.%20Walker%20has%20more%20than%2020%20years%20of%20experience%20in%20actuarial%2C%20pensions%20and%20investment%20work.%20He%20is%20a%20fellow%20of%20the%20Institute%20of%20Actuaries%20and%20a%20member%20of%20the%20300%20Club.%22%2C%22image%22%3A%2235348%22%2C%22linkedin%22%3A%22https%3A%2F%2Fwww.linkedin.com%2Fin%2Fmark-walker-9b115a42%2F%3ForiginalSubdomain%3Duk%22%7D%2C%7B%22name%22%3A%22Richard%20Williams%22%2C%22job_role%22%3A%22Chief%20investment%20officer%2C%20Railpen%20(United%20Kingdom)%22%2C%22content%22%3A%22Williams%20joined%20RPMI%20Railpen%20in%202014%20and%20became%20CIO%20is%202018.%20Previously%20he%20held%20senior%20portfolio%20management%20positions%20at%20BlueCrest%20Capital%20Management%20(UK)%20LLP%20and%20at%20Fischer%20Francis%20Trees%20%26%20Watts.%20At%20both%20firms%20he%20managed%20global%20fixed%20income%20portfolios%20for%20Railpen.%20He%20began%20his%20career%20as%20a%20consulting%20actuary%20and%20is%20a%20Fellow%20of%20the%20Institute%20and%20Faculty%20of%20Actuaries.%20Williams%20is%20also%20an%20experienced%20non-executive%20director%20and%20adviser.%20He%20is%20currently%20chairman%20of%20the%20Nestl%C3%A9%20UK%20Pension%20Fund%20investment%20committee%2C%20a%20member%20of%20The%20Health%20Foundation%E2%80%99s%20investment%20committee%20and%20a%20trustee%20of%20Lincoln%20College%20Oxford%202027%20Trust.%22%2C%22image%22%3A%2235349%22%2C%22linkedin%22%3A%22https%3A%2F%2Fwww.linkedin.com%2Fin%2Frichard-bradbury-williams%2F%3ForiginalSubdomain%3Duk%22%7D%5D” title=”Moderator” el_class=””][vc_empty_space height=”10px”]
APG's CIO Peter Branner explains how the pandemic has accelerated key trends already underway around digitization, central bank policy and action to combat climate change. It all points to fierce competition for private assets.
Investors are putting pressure on companies to accelerate the shift to purpose-driven leadership and focus on human capital policies during the crisis. But while there are some examples of corporations making policy changes that positively impact their workers, supply chain issues pose a significant problem.
How can investors be a catalyst for change and have an active voice in a sustainable recovery? This episode explores the role of investors and how they can collaborate for effective collective action. It includes the work of one of the leaders in sustainable investing and the biggest pension fund in Europe, APG. It invites investors to have an active voice in a sustainable recovery.
As trade wars between the US and China dominate financial markets, Princeton historian Stephen Kotkin has assured pension funds that the world order that has been in place since World War II remains intact.
Shareholders, including institutional investors, were at the core of the move to an obsession with short term returns by corporates, and are key to its reversal, according to Sir Winfried Bischoff chair of the UK regulator, the Financial Reporting Council.
For most investors recognising whether geopolitical tensions are a short term blip, or a long-term systemic shift is key to understanding how those risks inform investment decisions. Amanda White spoke to investors about the impact of geopolitical risk on their portfolios.
Leave a Comment
You must be logged in to post a comment.
Login