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.
Why traditional investment committees can amplify group biases
Investment committee meetings, a governance cornerstone at every asset owner organisation, run the risk of amplifying group biases and social dynamics, and can push the IC towards recommending more extreme investment positions collectively than the average of their individual views. Bernhard Scherer, head of portfolio implementation at ADIA, unpacks the thesis in a new paper.
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Lack of outcomes shows organisations don’t value racial equity
The disparity between asset owners’ pronouncements on racial equity, and the extremely low number of diverse managers, shows diversity has yet to be embraced.
Behind HOOPP’s stellar results and its biggest risks
As HOOPP chief investment officer Michael Wissell celebrates one year in the job, Amanda White spoke to him about the sources of return for the fund’s excellent performance, its world-leading funded status, the evolution of the investment allocations and the fund’s biggest risks.
South Africa’s GEPF feels inflation’s impact
Sifiso Sibiya, head of investments at GEPF, explains his strategy to stop inflation battering the portfolio. But while GEPF has the ability to diversify more, the pension fund is still overwhelmingly exposed to the South African economy.
Climate geo-engineering: the benefits and risk of tech intervention
Humans will have to directly cool the earth’s climate through technological interventions if we want to undo the warming that has taken place due to human emissions, according to physicist, climate policy expert and author, David Keith.
CalPERS board buckles up as Musicco takes the reins
CalPERS board buckle up for a reboot or the active programme and consistent push into private markets.
The power of collective stewardship
Collective campaigns can vastly increase the effectiveness of stewardship, particularly on contentious issues. Asset owners are well-placed to bring results with their financial clout and focus on the long-term best interests of the companies they invest in.
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