I chat with Anthony, Director at Verge Labs, on the open-source revolution, how we should frame the conversation around ethics and potentially optimistic viewpoint as artificial intelligence evolves.
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.
As the risk of an AI bubble grows, LPPI's Richard Tomlinson reflects on how the LGPS pool manages and measures AI exposure. In an interview with Top1000funds.com, he also explains how he has been moulding the fund's investment structure to be fit for a post-LGPS reform future.
In an unequivocal message to boards that climate inaction could cost them their positions, Exxon shareholders voted this week to replace atleast two of its directors with those that have experience in climate transition. It is a win for CalSTRS which has been vocal in its support of Engine No.1, the activist hedge fund that put forward the alternative directors. The proposal was also supported by CalPERS and New York State Common Retirement Fund.
Liang Yin from the Thinking Ahead Institute examines omission bias as an explanation for vaccine resistance, and underweighting investments to China. He suggests a framework for overcoming this bias.
The definition of what it means to invest is changing, according to Jon Lukomnik and James P. Hawley, which means examining the limitations of the 75-year old legacy of modern portfolio theory.
The latest annual CIO Sentiment Survey, a collaboration between Top1000funds.com and Casey Quirk, part of Deloitte Consulting, finds asset owners on track to hit return targets as risk on and active strategies reap rewards. Elsewhere, after consecutive years of cutting back on manager and consultant relationships, investors want more partners in 2021.
Keith Ambachtsheer responds to an article on the negotiations by CalSTRS' outgoing chief executive, Jack Ehnes, to achieve fully funded status by 2046.
Investors with long investment horizons should be looking at long-term risk in a different way argues Geoff Warren, including scoping out potential future ‘paths’ or states of the world.
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