mrec4
inarticleinline
Sponsored Content
scnative1
scnative2
scnative3
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.
In a wide-ranging discussion at the Fiduciary Investors Symposium at Oxford, CFA Institute chief executive Margaret Franklin, and global head of content at WTW Roger Urwin, examined some of the challenges the investment industry faces and the need for evolution.
Benchmarks are highlighted in the recent CFA Institute paper as among the historical norms that make investing in climate challenging. MSCI Institute’s Linda-Eling Lee talks about the complexities and evolution of climate benchmarks including the use of balanced scorecard-toolkits that are improving the technology.
London-based AustralianSuper deputy CIO Damian Moloney oversees the global expansion plans of Australia’s largest superannuation fund. While a global presence has clear benefits for the fund and its members, Moloney’s advice to others contemplating the same is to plan extensively and build early.
Climate risk has certain features that stretch the imaginations and toolkits of investors, meaning a new framework that includes systems thinking is necessary to branch out from the narrow measurement and management of risk predicated on modern portfolio theory, says Roger Urwin.
Douglas Rivers, chief scientist at pollster YouGov, said data coming out of the current US presidential election confirms significant cultural and demographic shifts that are reshaping the political map. Rivers told the Fiduciary Investors Symposium that the once-popular “demographics is destiny” mantra predicting permanent centre-left majorities has lost meaning in the Trump era.
Embracing neurodiversity might not just be the key to unlocking collaboration, creativity and productivity in investment teams, it could also be the key to better returns, the Fiduciary Investors Symposium has heard.