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Events
How the Future Fund built a TPA culture that scales
The total portfolio approach has allowed Australia’s sovereign wealth fund to capture the themes that will power markets and economies for decades to come, said director of thought leadership Craig Thorburn – but that doesn’t mean it’s not hard to scale.
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AI is a copilot, not a driver, of asset owner organisational change
The use of AI in asset owners’ investment operations continues to proliferate but increasingly they’re setting clear boundaries around what it is and is not permitted to do, while resisting the temptation to allow AI to dictate organisational change.
Great power competition: The unlikeable, but undeniable, mega theme
The fragmentation of global power, and big increases in defence spending, alongside climate change and the rise of AI, have been identified by Wellington Management as major generational changes that will impact markets for decades to come.
Private market investors ponder transition investment
Investors putting capital to work in private market transition assets face unknowns around government policy, but the Fiduciary Investors Symposium at Oxford has heard that private credit also fits well with the long term nature of transition investments and brings valuable relationships with investee companies.
Why investing in biodiversity champions pays
Delegates at the Fiduciary Investors Symposium, Oxford University heard how an allocation to biodiversity champions, without any tech exposure, only slightly trails the MSCI World in a reflection of how it is possible for investors to make money in biodiversity solutions.
Biodiversity: Regeneration set to become big investment theme in future
Regeneration will become a key investment theme in the future according to multiple biodiversity themes, according to Gabriel Micheli, senior investment manager, thematic equities, Pictet Asset Management.
Investors balance net zero with fiduciary duty and climate scepticism
A panel session at the Fiduciary Investors Symposium at Oxford discusses how the absence of policy is making net zero investment more challenging. Asset owners have to work hard to explain to beneficiaries why net zero targets give a better risk adjusted return.
