In the fall issue of the Rotman International Journal of Pension Management, Ed Waitzer, the Jarislowsky Dimma Mooney Chair in Corporate Governance at York University, Canada, argues the time has come for pension fund trustees and managers to lead rather than be dragged along. This article proposes a number of steps that can be taken to better align incentives and frame decision-making for longer-term perspectives.
Divesting from the oil sector has been a boon for La Caisse’s performance, as the Canadian pension giant says its energy investments have earned billions in value-add compared to the benchmark since the inception of its climate strategy. Head of sustainability Bertrand Millot unpacks the fund’s approach in an interview with Top1000funds.com.
BlueOrchard and Schroders Capital’s impact investing veteran, Maria Teresa Zappia, isn’t a fan of using ESG performance to evaluate her portfolios, suggesting that investors are limiting their options if they are not willing to consider companies with lesser ratings.
Investors and corporations will arrive in Dubai for COP28 later this month, and the world is depending on them to recognize and address a paradox: ordinary net zero 2050 commitments are one of the biggest threats to achieving net zero carbon emissions in 2050. FCLTGlobal’s Matthew Leatherman explains.
Net zero emission targets may cover most of the global economy, but the world is not going to deliver on its net zero promises, warned Oxford University’s Cameron Hepburn, speaking at Sustainability in Practice.
The world is shifting from having very few centralised power stations feeding electricity into the grid, to a more dynamic market with abundant opportunities for investors, according to Alex Brierley, co-head, Octopus Energy Generation.
When it comes to climate risk, traditional scenario analysis leaves investors with more questions than answers and omits uncertainty around physical risk and the interaction between physical risk, inflation and tipping points. Investors need to abandon modern portfolio theory and find a new approach that focuses on short-term scenarios.
Clarity around capital allocation and defined investment frameworks have made labeled bonds a lucrative opportunity for many impact investors. However, Oyin Oduya, impact measurement and management practice leader at the $1 trillion Wellington Management said the reality is not that straightforward.
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