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The list of reasons to invest in APAC is compelling and institutional investors in the region are increasingly tapping the opportunities. Top1000funds.com looks at the different levels of income, volatility, efficiency and ultimately returns across the region.
active management, Asia, Franklin Templeton, GPIF, New Zealand Super
Portfolios built for the old world will be severely tested as emerging forces rewrite the rules of investing. The Fiduciary Investors Symposium heard that geopolitical and macroeconomic upheaval, together with the disruption wrought by AI, should force asset owners to rethink the structure and composition of portfolios.
Discussing how they integrate sustainability across their portfolios investors at New York State Common Fund, PKA, and TCorp, highlight the importance of manager selection and the challenge of the data gap.
Political and social systems, like physical landscapes, have non-linear dynamics that suddenly reach tipping points after which there is no going back. Investors should ready their portfolios, urges Professor Cameron Hepburn, Professor of Environmental Economics at the University of Oxford.
Princeton University Professor of International Affairs, Stephen Kotkin explains why large global investors and multinationals can lead on sustainability but national governments fail.
Integrating the SDGs involves analysing investee companies' core business, the products and services they sell, and mapping that to the SDGs. Two investors, APG and Schroders, outline the indepth process.
International negotiations like the Paris Agreement no longer work. The world needs a new framework supporting a carbon tax with both carrots and sticks to encourage participation, says William Nordhaus, Sterling Professor of Economics, Yale University and 2018 Nobel Prize winner in Economics.
In a rare insight into the portfolio construction process at Bridgewater, the head of investment research, Karen Karniol-Tambour discusses how to shift from only looking at risk and return to adopting a three-dimensional model that incorporates impact.
Top1000funds.com is the market leading news and analysis site for the world’s largest institutional investors. It focuses on leading the global investment industry to continuous improvement through case studies of best practice in governance and decision making, portfolio construction and efficient portfolio management, fees and costs, and sustainable investing.
The publication pushes the industry to question whether status quo processes and behaviours to tackle risks and opportunities will be sufficient in the future, and actively campaigns for diversity, sustainability, transparency, innovation and better alignment of fees in the investment industry.
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