In this episode, Alex Proimos, head of domestic content, Conexus Financial, chats with Amara Haqqani, director, insights and strategy at Milliman, about grassroots conversations about stopping the super guarantee, the industry’s Copernican moment of kicking product to the kerb, and what the real black swan event has been for super during the Coronavirus crisis.
Amara Haqqani: Super in 2020 – Copernicus, Warren Buffet’s swimming naked, and pitchforks in the street
CalPERS’ public and private equity reset shapes performance
CalPERS is continuing to reap the benefits of a sweeping overhaul of its public and private equity programs, with the two asset classes, which are the biggest components in the portfolio, powering a 14.8 per cent return for the $637 billion fund in the last reporting period.
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Asset owners talk sustainability in infrastructure
Asset owners’ seeking to achieve net zero in their infrastructure allocations should embark on detailed strategic planning, set interim targets and ensure transparent insight and regular reporting. Strong leadership and clear governance frameworks are also essential - all the while fulfilling fiduciary responsibility to seek superior long-term returns.
Net zero pledge creates opportunity in China
China’s pledge to achieve carbon neutrality by 2060 will require radical change and formidable challenges lie ahead. But as delegates at the Sustainability in Practice event heard, investment opportunities include renewables, electric vehicles and energy storage.
The value in natural capital
Nature is increasingly viewed as an economic asset, or natural capital. Identifying the natural capital assets that can be used most effectively to offset carbon, such as land and forestry, can provide a real advantage in the path to decarbonising investment portfolios.
Real estate’s net zero challenge
Real estate accounts for nearly 40 per cent of energy-related carbon emissions but cutting emissions to net zero in the sector is highly complex. Investors should focus instead on cutting emissions by refurbishing properties and avoiding new builds.
Bridgewater and PGGM discuss ESG’s need for better communication
Bridgewater’s Carsten Stendevad and PGGM’s Jaap van Dam discuss the need for more clarity and better communication in sustainability and explore how investing for impact is re-shaping investment strategies.
Maryland’s record year prompts actuarial rate reduction
Maryland State Retirement and Pension System is the latest fund to record an historical performance for the 2021 financial year, returning a best ever 26.7 per cent. Again public and private equities were the star performers with an exceptional 51.85 per cent return in private equity and 44.54 per cent in public equities But in recognition there might be a bill to pay for those higher returns in the future the fund has lowered its actuarial rate of return.
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