Food for thought: Investing in global food production

The inevitable move to more modern food production
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Are Canada’s pension bosses paid too much?

Are Canada’s pension bosses paid too much?

Canada's public pension funds pay their executives huge salaries. But as performance continues to trail benchmarks, salary levels are coming under more scrutiny. Sarah Rundell takes a deep dive into the complex world of how to incentivise and reward pension fund executives.

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How to nature proof portfolios

Natural capital holds more risk and opportunity than climate change, but where do investors start? Top1000funds.com takes a deep dive exploring the investors that are making inroads to nature-proofing their portfolios.

Behind AustralianSuper’s global expansion

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.

Denmark’s PFA: Passive with a caveat and why an AI reset lies ahead

Kasper Lorenzen, chief investment officer of Denmark's PFA explains why passive is no longer applicable to the complex equity strategies that do much more than follow an index. He also explains why he believes an AI reset lies around the corner.

CFA’s guide to the whole framework on net-zero

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.

LPPI’s Richard Tomlinson: Reflections of a sceptic

An environment of increased macro volatility and geopolitical risk means investors should question assumptions, move towards more narrative-based scenario thinking and build resilience says Richard Tomlinson, chief investment officer of LPPI.

Investors position for climate alpha

At CalPERS the rationale for investing in the energy transition is as compelling as it was for technology investors in the early 1990s, but investors need to also be aware of the myriad of risks alongside the opportunities, making it ripe for active management.

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