I speak to Matt about his wonderful collection of old (retro?) computers but also all about the challenges of defining an ethical framework for algorithms, and what we can do to understand this tricky area.
PMT talks infra equity and how to balance stock concentration risk
Scenario testing has put inflation risk front and centre at PMT, the Netherlands’ third largest pension fund, and it's driving the investor to take stock of the inflation protection it gets from infrastructure. In an interview with Top1000funds.com, chief investment officer Hartwig Liersch unpacks the risk, as well as another initiative where it's balancing concentration risk in the equity allocation without hurting returns.
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Private credit’s pivotal role in low-carbon transition
Private credit will play a vital role in accelerating the transition to a low-carbon economy. According to Rob Horn, global head of the Blackstone Credit Sustainable Resources Group, this role is set to get a whole lot bigger.
Investors coalesce around biodiversity to halt loss
Investors are coming together to push investee companies to act on biodiversity in the same way that they have collaborated to put pressure on the biggest polluters to reduce their emissions.
ISSB promises to ease the sustainability reporting burden
The burden of sustainability reporting was a cause of consternation amongst investors gathered at Sustainability in Practice at Cambridge University, but new standards promise to streamline the process.
CalSTRS factors in net zero implications
CalSTRS is putting in place building bricks to meet its 2050 net zero pledge in a process that underscores the complexity and size of the task in hand.
Active engagement needs research, cadence and materiality
Investor engagement and stewardship programmes seek to change corporate behaviour, reduce risk and shape positive real world impacts. But experts notice that to be most effective investors need to ensure they are seeking to change the most material and important issues.
Hydrocarbon investment could avoid global recession
United States policy has quietly encouraged India and other countries in Asia to buy Russian hydrocarbons to avoid a global recession, driven by energy and food shortages, according to US government adviser and Russia expert Stephen Kotkin. While “no one wants Russia to get away with” invading Ukraine, an energy supply shock prompted by sanctions
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