Linda Gruendken: Cycling in Cambridge and the randomness of markets

I chat with Linda, the lead scientist from GAM Sys
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Canada places $1.9 trillion pension pool at heart of global capital pitch

Canada places $1.9 trillion pension pool at heart of global capital pitch

Canada will pitch the partnership with its mammoth pension pool as a key drawcard for global capital to invest in the nation, with Prime Minister Mark Carney set to host top brass from asset management giants at the inaugural Canada Investment Summit this week in the hopes of turning the country’s institutional maturity into an investment advantage.

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In conversation with Simon Pilcher, USS

In this Fiduciary Investors Series podcast Amanda White speaks to Simon Pilcher the chief executive of USS Investment Management, which manages assets for USS, the largest private pension scheme in the UK about the complexity of a sustainable strategy – including divestment and manager expectations – as well as the opportunistic investments the fund has made in private assets and credit.

The Future of Work

The global pandemic and lockdown has accelerated a number of the pre-existing long-term trends such as the shift to automation. So what does good employment look like?

Climate risk is investment risk: Fink

The reallocation of capital towards sustainable companies is happening in real time and will accelerate, according to Larry Fink who is investing in technology and people to develop systems that can prove “climate risk is investment risk”.

Is LDI fit for purpose?

An LDI approach, which included a large allocation to bonds and a lot of internal investment management, helped HOOPP survive the GFC and has served it well for the past 13 years. But now – with the COVID crisis and a very low interest rate environment – that approach is being revisited and the fund is looking to invest more in alpha generating assets, and external management.

Students show how to integrate impact

As impact investing gains momentum, the winning entries of a McGill University international investment challenge have shown the pension industry a thing or two about how to holistically tackle a triple mandate that includes impact.

Climate problem and industry ownership

Tim Hodgson, co-head of the Thinking Ahead Group, goes through an elaborate exercise to determine how much of the climate problem the institutional investment industry owns. The first step, he says, in finding a solution.

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