Stewardship, decarbonization and the energy transition
We explain the role stewardship plays in identifying companies positioned for success amid the energy transition.
We explain the role stewardship plays in identifying companies positioned for success amid the energy transition.
We pick out the potential implications across the investment landscape of faster changes in consumer prices.
Looking back over the last year, some of the most popular stories include news of our Global Transparency Benchmark, a collaboration between Top1000funds.com and Toronto-based CEM Benchmarking; an interview with AIMCo’s Amit Prakash on restructuring at the fund, and insight into how Bridgewater invests for impact alongside return.
UTIMCO’s new CIO Rich Hall talks at the December board meeting about the profits the fund has found in SPACs, adding that UTIMCO is currently deploying strategies to arbitrage the market where Hall estimates there are still around 500 SPACs looking for acquisition targets.
The CIOs of two of Australia’s largest asset owners, Aware Super and UniSuper are looking to enhance their competitive advantage in an increasingly concentrated superannuation market.
Institutional investors are seeing their investment period with some private equity managers shorten. The time the GP invests in a company until the time they exit is reducing, meaning that investors are getting more cash coming back than forecast in their pacing models.