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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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.
There is scope for European legislation directing asset owners who issue mandates to service providers in Europe to say that they have “thought through” what they want their asset managers to engage with companies on, ICGN conference delegates heard. Peter Montagnon, senior investment adviser of corporate governance at the UK Financial Reporting Council, says there
The European Securities and Markets Authority (ESMA) has developed a set of high level principles with the aim of encouraging the proxy voting industry to develop its own code of conduct. Speaking at the ICGN conference in Milan, the head of the investment and reporting division at ESMA, Laurent Degabriel, said it will set a
Having a breakfast meeting with Cliff Asness is a wake-up call. He will let you know if you’re late – something he holds in very little regard. He admits he has to constantly remind himself that just because he’s 20 minutes early to everything that others are not automatically then 20 minutes late. Asness is
Emerging market investing and sustainable investing easily rank as two of the most substantiated of the many investment trends of the past decade. However, the two styles of investing are far from natural bedfellows. Christian Ragnartz, as chief investment officer of the $17-billion-plus Swedish pension fund AP7 – which has 13 per cent of its
While the responsible investment field has come a long way, the majority of investors are still treating it as an overlay, rather than truly integrating it into investment decision-making. This is not an ideal situation for the investment industry, not to mention society at large, but it presents an opportunity for those that do integrate
In the first of a new series of video interviews featuring thought leaders in global institutional investment, chair of the $80 billion Australian Future Fund, David Gonski, outlines his views on governance. mrec4inarticleinline Sponsored Content scnative1 scnative2 scnative3
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