Fantastic conversation with Igor Halperin around the application of reinforcement learning into forecasting problem, and the limits to data and understanding the world.
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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Dutch, British and Australian funds latest to back timberland
Investors are hunting forestry assets because they combines a large-scale sustainable investment with compelling risk-adjusted, inflation proof returns and diversification. Funds like Nest, APG and AP2 explain their approach.
ADIA: Active management, sharper internal processes pay off
Restructuring its internal processes has reshaped ADIA’s investment approach and highlights opportunities in active investment ahead.
Emerging markets investors have long ‘mispriced’ risk: Kotkin
Escalating diplomatic “disillusionment” surrounding the US-China relationship has made investors think twice about exposure to the world’s second-largest economy. Geopolitics expert Stephen Kotkin said China may still be attractive to investors, if they understand the complexities of domestic Chinese politics – and ensure they are paid a hefty risk premium.
APG considers licensing bespoke ESG real estate index
APG is considering licensing its new bespoke ESG real estate index to the broader industry, with CRREM compliance a driving factor of broadening its availability.
Innovate or die: Stark message to pension funds to embrace technology
APG and PSP Investments told investors at the Fiduciary Investors Symposium that unless they embrace technology and innovate, their licence to operate will be under threat. They explain how and why they are embracing technology in all aspects of their investment process and operations.
Texas Teachers embraces AI and talks applications and risks
The Teacher Retirement System of Texas is already using AI in its giant equity portfolio and in real estate and venture. In a recent board meeting, CIO Jase Auby and MD Mohan Balachandran explain how the technology will shape returns, investment opportunities and differentiate the fund.
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