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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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CalPERS gets ready to settle discount rate and SAA
At US pension fund CalPERS' board meeting next week, the investment team hope to settle on a new discount rate and begin structuring a strategic asset allocation to support it. Leverage will be a key component of the fund's new approach.
Mega trend opportunity for active investors
Investing in mega trends like technology, demographics and sustainability involves abandoning the benchmark in the ultimate active portfolio.
Real estate’s risks and opportunities ahead
As the demise of the office component in real estate allocations continues investors are favouring data centres, warehousing and low cost accommodation.
Why the private credit cycle has 2-3 more years to run
More investors are moving into private credit. Opportunities from the pandemic are far from over and the asset class is proving an important allocation in a wider, simplified fixed income portfolio. Investors at FIS Digital discuss their allocations and approaches.
Tokenisation is the greatest disruptor ahead
Blockchain technology will open up illiquid assets, like real estate, to new investors in what could be the greatest disruption ahead. Franklin Templeton's Jenny Johnson explains how the asset manager is ensuring it taps the new opportunity.
Investors reap direct to consumer boom
A company's ability to sell direct-to-consumer, cloud computing and digitisation in payments are key areas for investors to focus. Investors should invest in companies that have a business model aligned to how people want to buy goods and prepare for a separation whereby companies with the technology to adapt streak ahead.
