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.
Finland’s Elo: Larger equity allocations promise new media scrutiny
As Finland's pension funds prepare to increase their equity allocations to unprecedented levels compared to global peers, they must also navigate a new and unfamiliar risk. Elo's chief investment officer Jonna Ryhänen explains the fund's investment approach going forward and how it will manage stakeholder and media scrutiny as they react to swinging volatility and returns.
Sort content by
Innovation needed on fund disclosure of corporate strategy
A minority of pension funds reviewed for the GPTB publicly disclosure their organizational strategy in a way that goes beyond disclosures of economic and market conditions and the impact on the performance of their investments. Michael Reid argues there is room for improvement in communicating key corporate activities to stakeholders.
Investor solutions in a changing world: Cash flows, scarcity value and sustainability
In a complex investment environment, investors should get back to basics and focus on corporate cash flows, scarcity value and the impact of inflationary pressure on profits. Simplicity will serve investors well in the coming years.
The transformative technologies set to shake up financial services
Technologies that have decimated and transformed the retail and manufacturing sectors are finally ‘knocking at the doors’ of the services sector, and institutional investors need to build a higher level of technology education among in-house sector specialists to stay ahead of the curve, argues Taimur Hyat, chief operating officer at PGIM, the investment management business of Prudential based in New Jersey.
Building an inclusive transition for emerging markets
If the world is to achieve net zero, investors’ current approaches to allocating capital must change. We examine the flaws in asset managers’ and owners’ interpretation, which has led them to set portfolio-level carbon targets that will stymie global net zero ambitions.
Portfolio alignment metrics will be a crucial catalyst of the transition to net zero
David Blood, head of the portfolio alignment team at the COP26 private finance hub and co-founder of Generation Investment Management argues that portfolio alignment metrics will be a crucial catalyst of the transition to net zero. Here he argues, with Dominic Tighe and Tanguy Séné who are members of the portfolio alignment team, that by establishing standards of best practice, the Portfolio Alignment Report helps these metrics to reach their potential.
Ontario Teachers’ leading net zero strategy
For asset owners wanting to know how to set interim targets for your net zero portfolios, here’s how to do it. Amanda White speaks with Deborah Ng from Ontario Teachers’ on their world-class approach.
Leave a Comment
You must be logged in to post a comment.
Login