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.
Canada’s biggest funds are among the founders of the National Pension Hub, which aims to sponsor research that can help the industry, and has a plan for getting the right academics onto the job.
The manager of the $1 trillion Government Pension Fund Global has adopted the FX Global Code of Conduct and expects its counterparties to do the same. But the pension giant hasn’t stopped there.
The ratio of working years to retirement years should be at least 2 to 1 and raising the pension age is a universal fix for strained systems, the author of Mercer’s Global Pension Index says.
Prominent CIOs say active management’s place is secure, even as passive strategies surge in popularity. But the two types of strategies aren’t as distinct as in years past.
Willis Towers Watson’s report on the top 300 pension funds for 2016 shows the world’s largest 20 funds have increased their share of global pension assets under management by 7.1 per cent.
Managing money for default super is a possibility for Australia’s sovereign wealth fund. Its leadership also said becoming more ‘nimble’ and adding activity in venture and growth were priorities.
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