Tim Hodgson

Sustainability Digital – March 2021

Climate problem and industry ownership

Tim Hodgson, co-head of the Thinking Ahead Group, goes through an elaborate exercise to determine how much of the climate problem the institutional investment industry owns. The first step, he says, in finding a solution.

Tim HodgsonNovember 9, 2020

Sustainability Digital – Sept 2020

The +1.5°C asset portfolio

Designing a 1.5°C asset portfolio to mobilise capital for a sustainable future requires some big thinking and intensive collaboration, not to mention transformational change that extends way beyond the borders of the investment industry. So what role do investors play?

Tim HodgsonFebruary 25, 2020

Sustainability

The value creation boundary

The value creation boundary, a margin between innocent bystanders and the parties involved in an economic activity, is a powerful thinking device for asset owners and managers to use in considering their investment responsibilities. So should long-term investors expand the boundary and include more of humanity in the consequences of investment decisions?

Tim HodgsonMay 24, 2019

Sustainability

Divestment doesn’t go far enough

Many investors are ridding their portfolios of assets that contribute to human suffering, but that may not go far enough. Tim Hodgson writes that a global fix requires something far more bold.

Tim HodgsonFebruary 22, 2018

Opinion

Communication via the contribution rate

A more meaningful way of keeping defined contribution savers informed and engaged could be through communication in relation to their contribution rates.

Tim HodgsonAugust 16, 2017

Uncategorised posts

Long-horizon premium: up to 1.5%

A study from the Thinking Ahead Institute finds the premium for long-horizon investing is up to 1.5 per cent a year and identifies eight strategies for reaching that target.

Amanda WhiteJune 29, 2017

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Sustainability Digital – March 2021

Climate problem and industry ownership

Sustainability Digital – Sept 2020

The +1.5°C asset portfolio

Sustainability

The value creation boundary

Sustainability

Divestment doesn’t go far enough

Opinion

Communication via the contribution rate

Uncategorised posts

Long-horizon premium: up to 1.5%

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