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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Fund managers lack business skills
PGGM's Jaap van Dam and Kempen's Lars Dijkstra say that asset owners with long-term horizons should look for managers who can analyse industries and companies to find intrinsic value.
CPPIB focuses managers on long term
The C$337 billion CPPIB works towards a full understanding of its external managers’ strategies. These efforts, plus a customised fee structure, ensure a focus on long horizons.
Top of mind for 2018
Compiling lists for the new year can improve focus and even help reduce anxiety. Here are five factors The Thinking Ahead Institute expects to influence investment over the next 12 months.
CareSuper CIO active and determined
The CIO of the $10 billion superannuation fund for office workers has her team and investment philosophy in place, with a long-term focus and a mindset that says settling is never an option.
The long-horizon advantage defined
A long-term investor has an advantage that lies in the skill to identify divergences between price and value in markets, and the willingness to wait for a convergence to take place.
Governance