I chat with Alex on his experiences across a range of environments, the role of machine learning in Australia’s future and how to best deploy data science in academia and industry.
Nothing on this podcast is to be considered investment advice or a recommendation. No investment decision or activity should be undertaken without first seeking qualified and professional advice.
Scenario testing has put inflation risk front and centre at PMT, the Netherlands’ third largest pension fund, and it's driving the investor to take stock of the inflation protection it gets from infrastructure. In an interview with Top1000funds.com, chief investment officer Hartwig Liersch unpacks the risk, as well as another initiative where it's balancing concentration risk in the equity allocation without hurting returns.
Technologies that have decimated and transformed the retail and manufacturing sectors are finally ‘knocking at the doors’ of the services sector, and institutional investors need to build a higher level of technology education among in-house sector specialists to stay ahead of the curve, argues Taimur Hyat, chief operating officer at PGIM, the investment management business of Prudential based in New Jersey.
If the world is to achieve net zero, investors’ current approaches to allocating capital must change. We examine the flaws in asset managers’ and owners’ interpretation, which has led them to set portfolio-level carbon targets that will stymie global net zero ambitions.
David Blood, head of the portfolio alignment team at the COP26 private finance hub and co-founder of Generation Investment Management argues that portfolio alignment metrics will be a crucial catalyst of the transition to net zero. Here he argues, with Dominic Tighe and Tanguy Séné who are members of the portfolio alignment team, that by establishing standards of best practice, the Portfolio Alignment Report helps these metrics to reach their potential.
For asset owners wanting to know how to set interim targets for your net zero portfolios, here’s how to do it. Amanda White speaks with Deborah Ng from Ontario Teachers’ on their world-class approach.
Ahead of COP26, Allianz's Oliver Baete and Enel's Francesco Starace join a panel discussion at the PRI's annual conference on what policy makers urgently need to achieve. They are concerned the climate conference won’t bring the change that is needed to tackle the environmental emergency.
Consulting firms at the centre of driving change around diversity disclosure in asset management turn the focus onto their own organisations with a commitment to reporting by the same standards. President of Verus, Shelley Heier, who is the driver of the IIDC explains the impact.
Top1000funds.com is the market leading news and analysis site for the world’s largest institutional investors. It focuses on leading the global investment industry to continuous improvement through case studies of best practice in governance and decision making, portfolio construction and efficient portfolio management, fees and costs, and sustainable investing.
The publication pushes the industry to question whether status quo processes and behaviours to tackle risks and opportunities will be sufficient in the future, and actively campaigns for diversity, sustainability, transparency, innovation and better alignment of fees in the investment industry.
Top1000funds.com is read by investment professionals in more than 40 countries.
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