Finland’s VER warns impact of higher rates on private markets still unknown

A key concern on the horizon for Timo Löyttyniemi
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Serafeim: ESG differentiation is an opportunity for companies to lead

There are four fundamental aspects of driving change inside organisations: measurement, analysis, strategy and communication. Many companies have made the mistake of starting from the fourth step, and reporting is driving strategy, says business author and Harvard Business School professor, George Serafeim.

Missouri PSRS/PEERS develops cost cutting private markets strategy

As Missouri PSRS/PEERS builds its 40 per cent allocation to private markets, CIO Craig Husting is slashing fees with a large private equity co-investment programme and an in-house direct credit lending allocation.

Asset owners push for better data in private markets

Investors discuss the role of private assets helping drive the transition and the data gathering process in private markets

Lessons in LDI: It can’t be managed on autopilot

Chaos in the UK gilt market has put LDI strategies under unprecedented pressure. Pension funds need to re-evaluate their hedging levels before the BofE removes support.

Kotkin: China bears may have been right about Western resilience

ESG-focussed investors are having a hard time justifying their China exposure to boards. They will need to develop new narratives if they want to stay in the China game, argues historian Stephen Kotkin.

Lack of outcomes shows organisations don’t value racial equity

The disparity between asset owners’ pronouncements on racial equity, and the extremely low number of diverse managers, shows diversity has yet to be embraced.

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