Jim Creighton: Quant in the 90s and the AI reinvention

I chat with Jim, the former CIO of Barclays Global Investors on the history of quantitative investment, the myths of factor investing, and how machine learning can help solve difficult problems in financial markets. We touch on the future of AI and its use in the broader society – where are the opportunities and where are the potential threats?

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

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Silver is the new gold: France’s UMR targets opportunities in ageing economy

Silver is the new gold: France’s UMR targets opportunities in ageing economy

French pension organisation UMR has launched a multi-asset thematic program that will target opportunities in Europe’s ageing economy. It’s part of a broader strategy to increase diversification in private markets where it sees secondary markets as an increasingly important tool.

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If you want to improve the environment, invest in companies that are improving

Charles E.F. Millard, the former Director of the U.S. Pension Benefit Guaranty Corp, says the real difference to the environment will come with companies that improve how well they perform. Investors should be looking at those.

Michigan looks to ETFs for ease of exposure

Customised ETFs are the new active management according to Jeb Burns the chief investment officer of MERS of Michigan which is using ETFs for about a third of the fund. Among other things its using ETFs to effectively tilt towards macro themes the team is currently researching.

The net-zero challenge

As more asset owners and managers commit to net-zero strategies, Roger Urwin outlines the challenges for investors including these additional tasks adding to the already stretched asset owner governance budgets.

Investors urge SEC to mandate climate reporting

Global investors have overwhelmingly urged the SEC to provide corporate disclosure rules on climate. In submissions to the SEC many investors including CalPERS and CalSTRS said the rules should be mandatory.

Regulation could stifle stewardship effectiveness

Investors around the globe are stepping up their active ownership practices but CEO of PRI, Fiona Reynolds, argues that some regulatory proposals in the US and Australia could create ineffective and burdensome disclosure obligations on proxy advisors.

Net zero commitments make greenwashing more prolific

The proliferation of grand gestures of sustainability, such as net zero commitments, means manager due diligence is even more important and more intensive, according to global head of research at Willis Towers Watson, Luba Nikulina.

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