Eight paths to long-term premia
When the Thinking Ahead Group looked into whether investors could be reasonably certain of a long-horizon premium, they found builders of value and savings whose costs are worth it.
When the Thinking Ahead Group looked into whether investors could be reasonably certain of a long-horizon premium, they found builders of value and savings whose costs are worth it.
Asset owners should allocate capital where it is productive, which implies knowing where value is created in the real world. Jaap van Dam contemplates what it means to be a long-horizon investor.
The Fiduciary Investors Symposium at Cambridge University brought together 115 investors from 15 countries to discuss the challenges and opportunities of long-term investment.
Roger Urwin of Towers Watson and Jaap van Dam of PGGM, report on a productive workshop at the Fiduciary Investors Symposium where delegates brainstormed ideas for the ideal investment model for the future.
Ahead of the COP21 in Paris, the second largest Dutch fund with €161 billion ($160 billion), Pensioenfonds Zorg en Welzijn (PFZW), has announced it will halve the CO2 footprint of its investments by 2020. After an in-depth study with its fund manager, PGGM, the fund has decided its capital should be focused on companies that
PFZW, the €150 billion ($205 billion) Dutch pension fund for the health care industry, has created a new investment framework which is the result of an 18-month soul-searching journey under a project called “The White Sheet of Paper”. The framework will translate into policy and implementation steps starting from 2015. Jaap van Dam, PGGM´s chief
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