Food for thought: Investing in global food production

The inevitable move to more modern food production
Continue Reading

Access the full content on Top1000funds.com

Join the global institutional investment platform read by the world's largest asset owners, fund managers and consultants.

New here

Create an account

Complimentary to register. We'll verify your details and grant access to the archive, our newsletters and the Asset Owner Directory (enhanced features coming soon).
Create your Top1000funds.com subscription account
Already a member

Sign in

Already activated your account? Sign in to continue reading and access your saved articles, preferences and member-only content.

Leave a Comment

US endowment returns rocket on SpaceX windfall

US endowment returns rocket on SpaceX windfall

Early venture bets on SpaceX have ballooned into major portfolio positions at some US university endowments, with new analysis estimating the aerospace firm contributed as much as 10.6 percentage points to annual returns. Michael Markov, founder of US quantitative researcher Markov Processes International, says the windfall is now creating a concentration risk that investors cannot ignore.

Sort content by

CPP most transparent fund: GPTB

CPP Investments has topped the list of the most transparent funds according to the Global Pension Transparency Benchmark, which has revealed the scores of the 75 underlying funds from 15 countries for the first time. Check out all the fund results.

The complex science of integrating impact into portfolio design

Incorporating impact into a risk/return framework creates additional dimensionality and significantly increasing the complexity of the portfolio design challenge. David Bell from The Conexus Institute explores the technical challenge of navigating the 3-D investment framework.

CDPQ’s infrastructure portfolio forges ahead with bet on Middle East growth

CDPQ’s large and growing infrastructure portfolio deliberately hunts large, direct investments in new geographies where returns come from generating growth in the underlying companies. Top1000funds.com talks to Emmanuel Jaclot, executive vice-president, and head of infrastructure in an interview from CDPQ’s Montreal headquarters.

Climate change means change

Current strategies to address climate change have been helpful in triggering innovations and greater awareness of the challenge but the truth is emissions continue to rise. Marissa Hall outlines meaningful change asset owners can make to tackle the issues.

San Bernardino tilts to US equity; informed rebalancing reaps rewards

San Bernardino County Employees’ Retirement Association, SBCERA, plans to increase its exposure to US equity in preparation for de-globalization trends. Sarah Rundell talks to CIO, Donald Pierce about asset allocation and the fund’s ‘informed rebalancing’ program.

Africa’s SWFs pledge to work together

Africa’s sovereign wealth funds demonstrate a growing sophistication as they seek to conform to international governance practices and pledge to boost co-operation and co-investment across the continent and around the world.

Previous