In this episode, Amanda White, director of institutional content, Conexus Financial, chats with Andre Snellen, chair of the Pensioenfonds Detailhandel in the Netherlands about what Australia can learn from other systems around the world.
NZ Super cuts benchmark return expectation on US valuation concerns
A view that the US stock market is overvalued and equity risk premia will be lower over the long term has driven New Zealand Super to lower the return expectations for its reference portfolio following its recent five-yearly review of the benchmark. Co-chief investment officer Brad Dunstan also flags underweight commodity exposure as an area to address and explains why the fund remains sceptical of illiquidity premia despite seeing a growing case for private markets.
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The broader organisational benefits that come with responsible investing
Responsible investing forces investors to take a wider perspective and directly confront ambiguity and brings a wide range of benefits to organisations including clearer purpose, better talent attraction and the ability to navigate complex multi-stakeholder issues, experts including Saker Nusseibeh say.
Transparency, predictability underpin impact investing at Norges Bank
Predictability and transparency are fundamental to having impact as a global responsible investor, according to Wilhelm Mohn, the global head of governance at Norges Bank Investment Management, which manages Norway’s $1.43 trillion Government Pension Fund Global.
Don’t Dream It’s Over: Whineray leaves NZ Super
When CEO of New Zealand Super Matt Whineray joined the fund in 2008 there were 40 employees, NZ$14.7 billion in assets which was all outsourced and the investment committee consisted of “anyone who wanted to attend”. When Whineray leaves on December 8 he’s leaving a very different organisation.
Products and services, not operations, key to assessing ESG
Global asset management firm Robeco has differentiated its ESG assessment methodology to give a more accurate picture of the impact investors have on sustainable development goals (SDGs), according to Rachel Whittaker, the firm’s head of sustainable investment research.
Thoughtful ESG engagement the epitome of good active management: Pictet
Investors’ approach to ESG has evolved considerably, particularly in the area of engagement with portfolio companies, and encouraging change through active and targeted engagement is “the epitome of what active managers can do”, the Sustainability in Practice conference at Oxford university has heard.
Politicisation, poor governance to blame for backlash against ESG
CIOs need to fight back against the politicisation of ESG in the United States by adopting sound governance principles and not allowing their funds to be “pinned down to one side of the [political] spectrum”, the Sustainability in Practice conference at Oxford University has heard.
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