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.
Auto-enrolment will put more people into Ireland's public retirement system, while regulatory requirements will include tougher standards for trustees and more disclosure on ESG.
A group of institutional investors are collaborating to address the G7 priorities of climate change, gender inequality and the infrastructure gap, agreeing to commit resources and expertise.
The Australian Prudential Regulation Authority has given guidance for how long trustees should sit on boards. How well does the theory suit the practice? Stakeholders weigh in.
New Zealand Super acting chief executive Matt Whineray was named to the position permanently on Tuesday. He replaces long-time fund CEO Adrian Orr and vacates his chief investment officer role.
A handful of companies halted trading this week, prompting MSCI to drop plans to add them to its emerging markets index as it made the long-awaited inclusion of 229 China-listed stocks.
Steve Eisman, whose bet against subprime mortgages was chronicled in a popular movie and book, says reforms have reined in the leverage that led to his ‘end-of-the-world’ short from a decade ago.
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