Retirement is a recent phenomenon in history and has acquired several preconceptions around a typical experience. This thought-provoking session explores the reality of ageing in the 21st century and the contemporary needs of members. After this session the question has to be asked, what will we call this conference next year?
Participant: Paul Gordon, Co Author Spenditude, Principal Aon’s smartMonday
Facilitator: Alex Proimos, head of institutional content, Investment Magazine
Length: 23 mins
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.
While the US remains the most entrepreneurial economy, China might now be challenging its technology leadership, while demographics, deglobalisation, decarbonisation, and digitalisation are creating “massive opportunities” in almost every market, according to Macquarie Asset Management.
Former US deputy national security adviser Matt Pottinger has warned that China could spark “a very serious crisis” in Taiwan without even resorting to a full-scale war – an escalation he said could occur within the current Trump administration.
In his regular column for Top1000funds.com, Tim Hodgson, co-founder of the Thinking Ahead Institute at WTW, reflects on the dangers of unconstrained action, the limits of efficiency, and why long-term sustainability may depend on knowing when not to act.
Stephen Kotkin, global geopolitical expert and Stanford academic, has warned that there is an “increasing governability challenge in high-income democracies” where government departments face declining capacity to perform core functions due to complex regulatory systems and bureaucratic tasks.
Norges Bank is a lean organisation despite managing a $2.2 trillion portfolio. Across the fund’s four global offices, there are only 700 staff, or $3 billion per person, which is why it has made pursuing AI-driven efficiency a core organisation initiative – and a non-negotiable requirement for its employees.
Funds are operating in an extraordinary environment, with Scott Chan, chief investment officer of CalSTRS, saying he has never witnessed so many “large shifts stacked on top of the other” in his investment career. Amid the change, investors are increasingly shifting to a scenario and regime-based asset allocation.
Top1000funds.com is the market leading news and analysis site for the world’s largest institutional investors. It focuses on leading the global investment industry to continuous improvement through case studies of best practice in governance and decision making, portfolio construction and efficient portfolio management, fees and costs, and sustainable investing.
The publication pushes the industry to question whether status quo processes and behaviours to tackle risks and opportunities will be sufficient in the future, and actively campaigns for diversity, sustainability, transparency, innovation and better alignment of fees in the investment industry.
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