Investors that want to address the low carbon transition as a potential investment theme should build an investment process that helps them focus on tangible investments being made by companies, not just pledges made on paper, the Fiduciary Investors Symposium at Stanford University has heard.
A foundation stone of the transition to renewable energy – semiconductors – is paradoxically a major contributor to the problem it’s helping to solve. How asset owners think about investing in a solution that is also part of the problem is a challenging and complex task.
After a slow and steady research and development phase, the “big bang” moment of last year’s ChatGPT launch will kick off a slew of innovations that could rival the internet for their profitable application to investible businesses, says tech equity analyst Owen Hyde of Jennison Associates.
Breakthroughs in understanding the function of the brain have opened up a host of possibilities for expanding humanity’s perception of the world around us – and investable commercial opportunities one of Stanford University’s most esteemed scientists told delegates at Fiduciary Investors Symposium.
The CIOs of three global pension schemes have told the 2023 Fiduciary Investors Symposium they are re-evaluating or reducing their exposure to the world’s second largest economy as tensions between the US and China escalate. But they are resisting total divestment to a country that still dominates emerging markets benchmarks.
CalSTRS has recognised the unique opportunity presented by the energy transition needs a unique response and its Sustainable Investment and Stewardship Strategies (SISS) portfolio has been specifically positioned to invest in opportunities that fall between private equity and infrastructure asset class buckets.
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