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The twinned and conjoined crises of Ukraine and in
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La Caisse’s oil exit pays off as renewables portfolio pulls ahead of fossil fuels

La Caisse’s oil exit pays off as renewables portfolio pulls ahead of fossil fuels

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.

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Climate-risk plan for sovereign funds

The One Planet Sovereign Wealth Fund Working Group has published a framework to help large investors make climate-change analysis a part of their decision-making, for better long-term allocation.

Tough choices before, after divestment

Whether to divest from sensitive or controversial investments such as firearms can be a difficult call for fiduciaries, and making it doesn't put an end to the tough choices.

Sweden’s AP2 takes bigger bites of China

The European pension fund has been increasing allocations to China A-shares and to Chinese bonds. The fund is managed primarily in-house and has crafted bespoke indices for ESG integration.

Engage on palm oil to advance SDGs

Investors seeking to link the UN Sustainable Development Goals to their strategies can reduce tropical deforestation associated with agricultural commodities by influencing portfolio companies.

The logic against investing in handguns

There is a rational basis for not putting assets into handgun producers but emotions and politics cloud the issue. Judging the case on facts and figures, not dogma, makes the choice clear.

Culture, structure for the long term

Ten Ideas to Foster Long-term Investing is the last of three related papers. The trilogy offers concepts and actions for pulling away from short-term thinking. Here are some of the key steps.

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