If CalPERS had put more money into the Silicon Valley companies in its own backyard earlier it might be fully funded by now, jokes its sustainable investment head. But it won’t miss the same opportunities in climate investing.
A foundation stone of the transition to renewable energy - semiconductors - is paradoxically a major contributor to the problem it’s helping to solve. How asset owners think about investing in a solution that is also part of the problem is a challenging and complex task.
The UN's SDGs align with thematic investment themes that are backed by multiple mega-trends, according to the head of thematic research at Pictet Asset Management.
Asset owners specialise in identifying pricing efficiencies, and therefore cannot ignore the implications of climate change in their risk metrics, says Laurent Ramsey, managing partner of two-century-old Swiss bank and financial services company, Pictet Group.
FIS delegates heard how globalisation will give way to new trends in nearshoring or friend shoring, telemigration, and cause companies to diversify their supply chain.
Investors speaking at Sustainability in Practice reflect on the challenges of sustainable investment in the trillion-dollar sovereign debt market: engagement, choosing what to measure and the impact of elections on policy to name a few.
The Ford Foundation outlines its ability to achieve impact and returns and announces plans to invest for impact in public markets in the next 18 months. Elsewhere, renown impact investor Pictet Asset Management explains how impact investment is becoming more mainstream.
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