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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Why venture capital is a better AI play than large-cap equities

Sceptics cautious about the hype surrounding artificial intelligence underestimate the major scientific and civilisational advancements the technology will bring, says former Google Cloud chief scientist Fei Fei Li. She says investors should look beyond household tech names, and explains why Chat GPT-style large language models are just the beginning.

Emerging markets investors have long ‘mispriced’ risk: Kotkin

Escalating diplomatic “disillusionment” surrounding the US-China relationship has made investors think twice about exposure to the world’s second-largest economy. Geopolitics expert Stephen Kotkin said China may still be attractive to investors, if they understand the complexities of domestic Chinese politics – and ensure they are paid a hefty risk premium.

Innovate or die: Stark message to pension funds to embrace technology

APG and PSP Investments told investors at the Fiduciary Investors Symposium that unless they embrace technology and innovate, their licence to operate will be under threat. They explain how and why they are embracing technology in all aspects of their investment process and operations.

Texas Teachers embraces AI and talks applications and risks

The Teacher Retirement System of Texas is already using AI in its giant equity portfolio and in real estate and venture. In a recent board meeting, CIO Jase Auby and MD Mohan Balachandran explain how the technology will shape returns, investment opportunities and differentiate the fund.

I’ll tell you what’s wrong with the Fed: Ross Levine on a flawed regulator

Blaming the 2008 financial crisis, and more recent turmoil in the US banking system, on the US Federal Reserve Board’s lack of regulatory power, or arguing that shocks to the system were unforeseeable, leaves the system vulnerable to the same thing happening again

CDPQ’s two-way street of efficient external manager relations

Like all good long-term relationships, external fund manager partnerships should be steeped in trust, open dialogue, patience and new ideas. Mario Therrien, head of funds at CDPQ explains the key to external partnership success and the important role external managers play in plugging knowledge gaps.

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