Looming downturn forces moves
Asset owners are diversifying, cutting costs and allocating assets to low-volatility strategies to put their portfolios in position for difficult times, a high-level panel discussion found.
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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.
PGGM maps portfolio’s impact
The $268 billion PGGM mapped its entire portfolio based on the effects it had on 'the people and the planet'. For the sustainability-focused giant, the results were surprising.
APG takes the lead on AI
APG is one of the few large asset owners putting AI to work effectively in its investment process. Amanda White looks at how it is integrating machine learning and more to enhance decisions.
Dutch pension funds embrace UN goals
PGGM and APG are well advanced in developing a process to identify potential sustainable development investment opportunities that could transform the UN’s targets into tangible returns.
PGGM touts circular economy
Dutch manager echoes new TIIP/Toniic report that states an economic model of renewable resources and continuous reuse of materials is emerging and investors need to get on board.
FIS Oxford 2018