This research, commissioned by APG (the investment division of ABP, the €208 billion Dutch pension fund), examines the published literature on the link between remuneration and executive behaivour. It was conducted by the London Business School.
This research, commissioned by APG (the investment division of ABP, the €208 billion Dutch pension fund), examines the published literature on the link between remuneration and executive behaivour. It was conducted by the London Business School.
APG (the investment division of ABP
Singapore’s two largest asset owners, GIC and Temasek, see attractive opportunities in climate adaptation solutions – a relatively underfunded area compared to decarbonisation. The former has already made selective adaptation investments and said the opportunity set across public and private debt and equity could increase to $9 trillion by 2050.
Singapore’s GIC invested more than any other SWF last year and fuelled by buoyant oil revenues, Gulf SWFs have had and are expected to continue their investment rampage. Elsewhere, hedge funds have proved one of the most successful allocations, particularly for ADIA, says Global SWF in its annual report.
Good quality, holistic research is more important than ever when assessing emerging markets investments with a sustainability lens, argues a portfolio manager at Newton Investment Management.
ADIA is setting up ADIA Labs in another boost to its tech capabilities. Focussing on data science, AI, machine learning and quantum computing, the research unit will help inform global trends set to drive returns in the future like the transition, blockchain, financial inclusion or space.
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.
Cryptocurrencies do not live up to the investment hype and offer nothing but enormous volatility to institutional portfolios, according to PGIM’s mega-trend research team.
The number of warning voices increases as rising interest rates puts pressure on LDI strategies, forcing more pension funds to sell assets to maintain leverage levels.
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