In this episode, Alex Proimos, head of domestic content, Conexus Financial, chats with David Bell, executive director of the Conexus Institute, about a range of topics including governance models, market timing, heatmaps and early access.
Impact investing’s case for scale
Impact investing has come a long way in the past two decades, going from a niche strategy to a $1.5 trillion industry, but there are still challenges for it to reach institutional scale due to the lack of products and insufficient evidence of outperformance in some parts of the market.
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The best of 2023
In 2023, readers embraced our in-depth analysis and Investor Profiles as we continue our quest for a deeper understanding of institutional investment best practice and driving the industry to produce better outcomes for stakeholders. Below is a look at the most popular stories of 2023.
Helmsley meets new managers as it hunts for different strategies
Helmsley Charitable Trust is meeting new investment managers on the hunt for new exposures and allocations in the new economic regime. On the eve of her departure Rosalind Hewsenian explains how she approaches new manager relationships.
Japanese corporate pension funds navigate uncharted waters
Fixed income, once a stabilising force for asset-rich Japanese corporate pension funds, now struggles to counter stock and currency volatility. Japanese investors are reducing fixed income, and heavily diversifying their portfolio as high currency hedging costs prompt caution, seeking shelter in short-term strategies amid uncertainties surrounding global central bank policies.
Japan’s trifecta of challenges
After 18 years working with Japan’s leading pension funds and asset managers Chris Battaglia, president of the Global Fiduciary Symposium in Japan, is well placed to observe the pressures on the country’s retirement system and observes its evolution. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
日本の企業年金、資産運用先を模索 非伝統的資産に「活路」
日本の企業年金基金が資産運用先を模索している。足元で国内金利は上昇してきたものの、債券投資は日銀の政策修正による金利上昇（価格下落）リスクが大きい。外債は為替ヘッジコストが高すぎる。「運用難」の中、一部の基金は、オルタナティブやクレジットなど非伝統的資産に活路を見出そうとしている。 mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
COP28: Transition ‘out’ is now transition ‘away’
After COP28 Tim Hodgson says the investment industry needs to decide whether the transition away from fossil fuels will be too little, too late or whether net zero by 2050, with all the associated transformational consequences, is possible. Either way the industry needs to “get really good at intertemporal risk management”.
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