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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Recession is a lot more likely than markets are expecting

A slight moderation in inflation statistics, and a rising belief that growth is more durable than expected, has lulled markets into a false sense of security, according to senior portfolio strategist Phil Dobrin at American investment management firm Bridgewater Associates. Markets are now changing their prices and discounting a future that is at odds with

Re-shoring is a fad, services exports will drive Asia to new heights

There is no such thing as deglobalisation, and the reshaping of global trade amidst increasing protectionism is simply globalisation taking a different form, according to the chief economist at the asset management arm of two-century-old Swiss bank Pictet.

Investors can’t afford to ignore China risk: Kotkin

A video interview with geopolitical expert Professor Stephen Kotkin looks at the investor implications of the Russia Ukraine conflict, the recalibration in the US China relationship and where the "real" geopolitical risk lies.

Portfolio managers 3.0: APG’s digital future

APG recently hired its first digital portfolio manager. “Samuel” comes complete with an employee identity number and underlines the firm's ambitions around data-driven money management. Amanda White spoke with APG's CIO Peter Branner about the road ahead.

How Canada’s PSP Investments is getting to grips with climate data

In an interview with Herman Bril, PSP Investments’ new head of responsible investment, Top1000funds.com looks at how the fund is collecting and reporting on sustainability information based on a technology-enabled, data-driven approach that spans a bespoke, green taxonomy for climate investing to ESG scores derived from AI.

PGGM’s quest for cultural change

The world is changing so rapidly, traditional five-year investment plans are increasingly difficult to implement. Asset owners, head-down and concentrating on just the next five-years, risk “opening the curtains” to find the world around them has moved on much faster than they realised, said Geraldine Leegwater, CIO, PGGM.

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