benchmarks

Asset Allocation

Alpha at North Dakota: Tracking error key to portfolio construction

The $8 billion North Dakota Department of Trust Lands is rolling out a core-satellite approach to portfolio construction in a bid to control tracking errors. But CIO Frank Mihail explains that in some asset classes like infrastructure, the process is more complicated.

Sarah RundellJuly 1, 2025

Decisions to Enable Net Zero Investing

The complexity, limitation, evolution and liberation of climate benchmarks

Benchmarks are highlighted in the recent CFA Institute paper as among the historical norms that make investing in climate challenging. MSCI Institute’s Linda-Eling Lee talks about the complexities and evolution of climate benchmarks including the use of balanced scorecard-toolkits that are improving the technology.

Amanda WhiteOctober 30, 2024

Sustainability

Net zero: engagement and renewable energy investments pay off at USS

The UK’s largest private pension fund, USS has made ground on its path to net zero with effective engagement, measuring the Scope 3 emissions of its corporate assets and bottom-up carbon analysis focused on transition risk in emerging market equities. But investors need policy makers to do much more.

Sarah RundellAugust 8, 2023

Global Pension Transparency Benchmark

Benchmarking is a filter for excellence

Effective benchmarking separates the wheat from the chaff in pension management, according to Keith Ambachtsheer who argues the Top1000funds.com /CEM Benchmarking Global Pension Transparency Benchmark will help reduce the material ‘saying-doing’ gap in the global pension industry.

Keith AmbachtsheerFebruary 18, 2021

Sustainability Digital – Sept 2020

Brunel’s plan for a new financial system

The UK’s £30 billion Brunel Pension Partnership is taking investing in a carbon zero future to a whole new level. It has just published a far-reaching Climate Change Policy filled with actions and deadlines linked to the goals of the Paris Agreement.

Sarah RundellJanuary 28, 2020

Asset Allocation

Why benchmarks matter

The choice of benchmarks is one of the most fundamental decisions that investors make, but the time and respect it gets in the investment process is under-valued according to CIO of Verus Investments, Ian Toner, who explains why investors should care more about benchmark selection.

Ian TonerJanuary 16, 2020

Asset Allocation

Alpha at North Dakota: Tracking error key to portfolio construction

Decisions to Enable Net Zero Investing

The complexity, limitation, evolution and liberation of climate benchmarks

Sustainability

Net zero: engagement and renewable energy investments pay off at USS

Global Pension Transparency Benchmark

Benchmarking is a filter for excellence

Sustainability Digital – Sept 2020

Brunel’s plan for a new financial system

Asset Allocation

Why benchmarks matter

California Public Employees Retirement System (CalPERS)

ABP/APG Asset Management

California State Teachers Retirement System (CalSTRS)

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