I chat with Gideon, CIO & global head of portfolio management at Rosenberg Equities, on data playgrounds, hubris and the exciting future for quantitative investing.
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.
Roger Urwin, one of the industry’s most well-known proponents of TPA, has defended it against the growing scepticism of its reported performance edge over SAA, saying “TPA is a system” and any performance attribution is difficult to isolate from the broader context each fund operates in. In an interview with Top1000funds.com, he also weighs in on whether some funds are inherently unsuitable for implementing TPA.
This session examined what the world will look with an energy system dominated by wind and solar and specifically examine the implications on energy system pricing, access and risks for consumers and investors.
Fiona Reynolds, chief executive of the PRI, provided an update investors on the COP26 meetings including the key considerations of “finance day”.
Anne Simpson, managing investment director, board governance and sustainability tells Amanda White why transparency is so important at CalPERS and what the fund is doing to improve it.
Investors are constantly looking at what the next drivers of growth will be, where they will be located, and who will benefit from them.
CalSTRS has been a leading light in ESG integration in the US but its board has been slow to adopt a net zero pledge, with internal debate centred around the most motivating factors to achieve net zero. Now it’s made the pledge it will spend the next 12 months mapping the path to achieve net zero. Amanda White spoke to head of sustainability, Kirsty Jenkinson.
As investors continue to demand more reporting around social impacts, Canada's mining sector grapples with how to provide investors with more transparency on indigenous relationships.
Top1000funds.com is the market leading news and analysis site for the world’s largest institutional investors. It focuses on leading the global investment industry to continuous improvement through case studies of best practice in governance and decision making, portfolio construction and efficient portfolio management, fees and costs, and sustainable investing.
The publication pushes the industry to question whether status quo processes and behaviours to tackle risks and opportunities will be sufficient in the future, and actively campaigns for diversity, sustainability, transparency, innovation and better alignment of fees in the investment industry.
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