Sustainability
What’s in a name?
Wrangles about ESG herald a time to step up on sustainable investing, not an excuse to give up argues Roger Urwin.
Roger UrwinAugust 30, 2022
Research
The five characteristics of a future portfolio: CAIA
The traditional 60/40 portfolio allocation is no longer enough. The opportunity for alpha is not gone, but the low-hanging fruit has long been harvested, and the path toward higher absolute returns has gotten far more nuanced according to a new report from the Chartered Alternative Investment Analyst (CAIA)
Sarah RundellApril 5, 2022
Sustainability
The roads from Glasgow stretch out in front of us
COP26 has had many critiques and Roger Urwin's review, in this article, gives it just over half marks. The phrase ‘good COP, bad COP’ summarises it well and how to view it depends on framing and context.
Roger UrwinDecember 9, 2021
Sustainability Digital – Sept 2021
The net-zero challenge
As more asset owners and managers commit to net-zero strategies, Roger Urwin outlines the challenges for investors including these additional tasks adding to the already stretched asset owner governance budgets.
Roger UrwinJuly 8, 2021
Organisational Design
Prime time for investment super teams
Now is the prime time for investment leaders to invest in their teams, but what does it take to build a super team? Roger Urwin explores the skills, processes, dynamics and innovations needed for an investment super team.
Roger UrwinMarch 30, 2021
Sustainability
3D framework a game changer
The industry is undergoing a rare strategic shift, this time to a 3D investment framework that integrates impact with risk and return, which will have a massive impact on the industry and the world.
Roger UrwinJanuary 12, 2021