AI is “the most consequential megatrend” for infrastructure investors with opportunities not only around data centres, but also energy and fibre networks by extension. But despite the bullishness, some asset owners are wondering when – or if – AI will deliver a miraculous productivity gain and benefit the underlying infrastructure.
The $260 billion New York State Common Retirement Fund will divest and restrict approximately $26.8 million of corporate bonds and actively traded public equities in eight integrated oil and gas companies, including ExxonMobil; and is doubling its commitment to the Sustainable Investments and Climate Solutions program.
Discussing how they integrate sustainability across their portfolios investors at New York State Common Fund, PKA, and TCorp, highlight the importance of manager selection and the challenge of the data gap.
Andrew Siwo is the first director of sustainable investments and climate solutions at the $200 billion New York State Common Retirement Fund (CRF). Here he talks about the fund’s approach to ESG integration.
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