Roger Urwin

Featured Story

Achieving net zero: It starts in the mind

The CFA Institute mission to help the investment industry understand and fully implement net-zero investing is ramping up. Following the launch of its groundbreaking paper: Net Zero in the Balance: A Guide to Transformative Industry Thinking, the global association of investment professionals continues to highlight the financial risks of climate change and the potential returns […]

Leng OhlssonJanuary 22, 2025

Featured Story

Can global funds managers meet universal ownership demands of clients?

Elizabeth Corley, chair of Schroders plc and Impact Investing Institute, sees global fund managers approaching a crossroads, where divergent regulation on sustainability issues will make it difficult to satisfy asset owner demands for systems thinking and universal ownership.

Amanda WhiteDecember 18, 2024

FIS Oxford 2024

CFA Institute: Galvanizing the industry for change

In a wide-ranging discussion at the Fiduciary Investors Symposium at Oxford, CFA Institute chief executive Margaret Franklin, and global head of content at WTW Roger Urwin, examined some of the challenges the investment industry faces and the need for evolution.

Sarah RundellNovember 21, 2024

Decisions to Enable Net Zero Investing

CFA’s guide to the whole framework on net-zero

Climate risk has certain features that stretch the imaginations and toolkits of investors, meaning a new framework that includes systems thinking is necessary to branch out from the narrow measurement and management of risk predicated on modern portfolio theory, says Roger Urwin.

Amanda WhiteOctober 16, 2024

Organisational Design

Study gives evidence of value-add from TPA over SAA

The funds that use TPA added 1.8 per cent pa for 10 years above those using SAA in a recent Thinking Ahead Institute study of 26 asset owners. And the systems-thinking TPA approach, with the benefits of dynamism and joined-upness, will help asset owners in an environment of increasing complexity.

Amanda WhiteAugust 1, 2024

Featured Story

Asset owners pressing the reset button

The synergy of talented individuals working together is the key to unlocking organisational and portfolio alpha, according to an indepth new study of 26 asset owners including the Future Fund. The study’s author Roger Urwin of the Thinking Ahead Institute discusses the challenges and opportunities of this combinatorial power.

Roger UrwinJuly 29, 2024

Featured Story

Achieving net zero: It starts in the mind

Featured Story

Can global funds managers meet universal ownership demands of clients?

FIS Oxford 2024

CFA Institute: Galvanizing the industry for change

Decisions to Enable Net Zero Investing

CFA’s guide to the whole framework on net-zero

Organisational Design

Study gives evidence of value-add from TPA over SAA

Featured Story

Asset owners pressing the reset button

California Public Employees Retirement System (CalPERS)

Canada Pension Plan Investment Board (CPP Investments)

Norges Bank Investment Management

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