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Highlights video | Stephen Kotkin

Highlights video | Stephen Kotkin

Few forces are reshaping institutional portfolios Continue Reading A Top1000funds.com subscription unlocks the full article Join the global institutional investment platform read by the world's largest asset owners, fund managers and consultants. New here Create an account Complimentary to register. We'll verify your details and grant access to the archive, our newsletters and the Asset

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The sudden death and strange afterlife of globalisation

Daniel Celeghin, managing partner at INEFI, argues globalisation is not dead but has morphed so that post-2022 globalisation is a series of deeply rooted local investments that together result in a global portfolio.

Boost to legal infrastructure behind sustainable investment

Investing for sustainability impact is relevant for all investors and they should consider doing so where it can help meet their financial objectives. So argues a recent report, reflecting the growing legal infrastructure supporting sustainable investment. But there are still a few legal pinch points.

PGGM’s journey to invest for risk, return and impact

The €268 billion Dutch pension provider PGGM is leading its global peers when it comes to shaping 3D portfolios based around risk, return and impact. Piet Klop, head of responsible investment discusses the challenges of investing for outcomes.

Sir David King: The role of technology in creating a manageable future

Net zero objectives are not enough according to Professor Sir David King, founder and chair, Centre for Climate Repair at Cambridge University and UK government chief scientific advisor from 2000 to 2007 who urged investors to stop using fossil fuels which he says equates to borrowing from the future.

CPP drives new corporate framework for emission abatement

CPP Investments’ proposal for projecting the capacity of companies to abate greenhouse gas emissions can help corporate boards and executives better understand the least and most polluting elements of their business, and steer investor capital to industries with lower emissions, said Richard Manley, managing director, head of sustainable investing, CPP.

Net zero alignment: Assign portfolio managers strict carbon budgets

A new paper outlines how investors can align their portfolio to science-based carbon budgets consistent with 1.5 degrees of warming.

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