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
Aware Super maps AI exposure as it sharpens whole-of-portfolio risk focus
Australia’s third-largest pension fund Aware Super is taking stock of its investment exposure to AI and the initial analysis suggests at least 15 per cent of the fund’s assets are exposed to the thematic. In a project deep dive, head of investment strategy Michael Winchester says finding the portfolio's true concentration around AI will require looking beyond simple dollar aggregation.
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Florida’s Ash Williams on opportunities in a crisis
In this Fiduciary Investors Series podcast Amanda White talks to Ash Williams, the executive director and chief investment officer of the Florida State Board of Administration about managing a large institutional portfolio in a time of crisis. Drawing
PRI and the road ahead
The PRI will focus on a number of key areas in the years ahead including helping signatories invest in line with the SDGs and social issues, and pushing for more engagement. But it will also be asking for increased accountability amongst its signatories.
Prepare portfolios for tipping point
Political and social systems, like physical landscapes, have non-linear dynamics that suddenly reach tipping points after which there is no going back. Investors should ready their portfolios, urges Professor Cameron Hepburn, Professor of Environmental Economics at the University of Oxford.
Railpen’s new investment chief on transformation, governance and culture
Michelle Ostermann, managing director of investments at Railpen which manages £30 billion in assets for the Railways Pension Schemes in the UK, discusses the pension fund's continued evolution.
CEOs: Don’t ignore sustainability
Unilever’s former CEO Paul Polman advises CEOs pushing sustainability to treat investors and the financial markets as allies – and ignore sustainability at their peril. "You will be voted out", he warns.
Sustainability lacks global solidarity
Princeton University Professor of International Affairs, Stephen Kotkin explains why large global investors and multinationals can lead on sustainability but national governments fail.
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