Gideon Smith: Fundamentals and the golden age for quants

I chat with Gideon, CIO & global head of portfolio
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An announcement from the editor

An announcement from the editor

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How to integrate the SDGs

Integrating the SDGs involves analysing investee companies' core business, the products and services they sell, and mapping that to the SDGs. Two investors, APG and Schroders,  outline the indepth process.

Coca-Cola and Robeco talk engagement

In an intimate case study this session at the Sustainability conference profiles the relationship between Robeco and CocaCola and how investor engagement has helped prioritise sustainability issues and drive long-term growth through a focus on the circular economy.

Nordhaus calls for carbon tax

International negotiations like the Paris Agreement no longer work. The world needs a new framework supporting a carbon tax with both carrots and sticks to encourage participation, says William Nordhaus, Sterling Professor of Economics, Yale University and 2018 Nobel Prize winner in Economics.

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Ford Foundation’s impact strategy

The Ford Foundation outlines its ability to achieve impact and returns and announces plans to invest for impact in public markets in the next 18 months. Elsewhere, renown impact investor Pictet Asset Management explains how impact investment is becoming more mainstream.

Longterm investment: A better capitalism

Stewardship and engagement will become an integral part of investment in the future, and asset owners need to write stewardship and non-financial objectives into their mandates with managers, according to Saker Nusseibeh, chief executive international of Federated Hermes.

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