Disruptive renewables evolving faster
The pace of innovation in renewables has gone from incremental to rapid in recent years, fuelled by improvements in cost and performance. This has made ideas like solar truly disruptive at last.
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Pensions’ flawed return forecasts
We all know past performance is not indicative of future results, but a new study finds evidence that US public pensions are basing performance forecasts on their own prior experiences anyway.
Asset owners need urgency on tech
Most investors aren’t ready for the enormous impact of AI, chaos theory and more on the industry. Stanford’s Ashby Monk says the first step in changing this is building networks for innovation.
Capitalising on institutional co-investment platforms
Co-investment is often perceived as referring to institutional investors investing alongside their external asset managers in companies, but increasingly it refers to investment responsibilities being shared among peer investors, as long-term institutional investors are forming co-investment partnerships with the specific objective of deploying capital collaboratively into attractive investment opportunities. These collaborative partnerships seem to be an
The power of knowledge management
Funds management is often discussed in the context of it being part art and part science, however most of the literature centres around the science, the finance, of funds management. The premise of active management is that skills and knowledge are paramount to capturing excess returns above the benchmark. But despite this premise, little is
Re-intermediating investment management
In this paper, Ashby Monk and Rajiv Sharma from the Global Projects Center at Stanford University, examine the balance of power among the various parties in the private assets investment food chain. They argue that fund managers have too much power, as do the consultants that act as gatekeepers to those managers. While the authors
FIS Stanford 2018