This session drew on themes of the conference and discuss with asset owners what the portfolios of the future will look like, particularly examining how investors plan to build robust portfolios to meet changing investment regimes.[vc_quotes layout=”accordion” 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title=”Moderator” el_class=””][vc_empty_space height=”10px”]
The world has two decades to find the solutions to keep warming to below two degrees, otherwise we are likely to cross two degrees and need to plan for risk associated with two point five or three degrees.
He said the number of corporate commitments to tackle climate change will increase in line with customer demand for more action.
On one hand innovation will comprise “sustained innovation” of existing technology. In contrast, “disruptive innovation” comprises new technology that is initially expensive but then becomes cheaper.
Innovation also depends on companies being able to tap the infrastructure and supply chains they need to thrive.
In early-stage investment, the focus is on feasibility and the extent to which a new product is cost effective or competitive. In the next stage access to a supply chain and infrastructure becomes a priority.
Investment in pioneering sectors involved working with teams that understand the technology, regulatory barriers and supply chain risk as well as an understanding of the policy needed to create these markets.
While liability-driven investing (LDI) has been gaining in popularity for several years among mainly defined benefit pension plans, the strategy and products are about to get an upgrade in sophistication, according to Russell Investments. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
Irish pension funds haemorrhaged an estimated euro 27 billion (US$36.5 billion) in 2008, as the global economy moved towards recession and equity markets across the world went into freefall. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
As the end of the year approaches, the issue of rebalancing for pension funds – a vexed one in the market volatility of the past year – is becoming more acute. US-based adviser Callan Associates is advising clients to depart from the normal disciplines around rebalancing in these extreme conditions. mrec4inarticleinline Sponsored Content scnative1 scnative2
Next year will herald a “new paradigm” for investors where income once again becomes a focus of thought, according to the global head of institutional investments at Fidelity International, Michael Gordon. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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