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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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Impact investment continues to evolve

Impact investment and its combination of financial returns and social or environmental purpose is beginning to move from fringe to the financial mainstream in part because the long-held concept that investment should only maximise shareholder value is beginning to fade.

SDG 16: How to invest in peace

Investment in the 17 SDGs is growing, but SDG 16, and its call to promote peaceful and inclusive societies for sustainable development, gets the least investor attention. Yet the idea that investors can mobilise their capital to nurture peace is wholly possible.

Biomedicine’s long and risky road

Startlingly few institutional investors have allocations to life sciences. An informal poll of 85 asset owners from 20 countries responsible for a combined $9 trillion assets under management gathered at the Fiduciary Investors’ Symposium at Harvard University, found only a tiny handful active in the sector. Yet allocating to biotech makes an important contribution to society - investing in the sector can help change lives.

CalPERS hunts for third pillar PE teams

CalPERS is conducting searches for outside partners to run its new Pillar III private equity program focused on venture capital investment in life sciences, technology and healthcare.

Disruption in demographic trends

Demographic trends will have a profound impact on pension funds’ investment returns, argued Patrick Zweifel, chief economist at Pictet Asset Management speaking at the Fiduciary Investors’ Symposium at Harvard University. He said ageing populations mean retirement ages need to rise and will see pension funds increase risk to stretch for returns.

The dangers of MMT: A counter argument

Look no further than the economic travails of Italy and Japan to see the perils of Modern Monetary Theory, MMT, said Sonal Desai, CIO, fixed income at Franklin Templeton. Speaking at the Fiduciary Investors’ Symposium at Harvard University, she countered the arguments of Stephanie Kelton, a leading MMT scholar at Stony Brook University and senior economic advisor to presidential candidate, Senator Bernie Sanders who espoused the virtues of MMT in a previous session MMT: A solution to broken policy?

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