In this episode, Alex Proimos, head of domestic content, Conexus Financial, chats with Rob Pruguel, principal consultant at Callidum Investment Research, about vulnerability as we restart the global economy, consolidation with superannuation and how bigger isn’t always better.
Impact investing’s case for scale
Impact investing has come a long way in the past two decades, going from a niche strategy to a $1.5 trillion industry, but there are still challenges for it to reach institutional scale due to the lack of products and insufficient evidence of outperformance in some parts of the market.
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NY Common makes further divestments, ups commitment to climate solutions
The $260 billion New York State Common Retirement Fund will divest and restrict approximately $26.8 million of corporate bonds and actively traded public equities in eight integrated oil and gas companies, including ExxonMobil; and is doubling its commitment to the Sustainable Investments and Climate Solutions program.
Korea Investment Corporation focuses on alternatives push
KIC is looking to boost its alternatives allocation - particularly private credit - both directly and through managers. Influenced by what it sees as an unfolding AI-led industrial revolution it is looking for opportunities in fast-developing sectors including AI, semiconductors and healthcare, and has opened an office in Mumbai.
Investors trying to change the world: Why climate investing is so difficult
Asset owners are preparing their portfolios for the climate transition, reducing holdings in companies with high emissions and pledging billions to climate investments. But climate proofing portfolios is proving one of the most arduous and complex challenges investors have ever faced. Top1000funds.com takes a close look at the progress.
Mobilising collective intelligence by leaving traces of good practices
Andrea Caloisi from the Thinking Ahead Institute argues that breaking down the collective action problem into shared leadership building blocks is a powerful tool in the hands of asset owners to tackle global challenges like climate change.
Embracing difference: Why investment teams must be cognitively diverse
Tough investment environments, pressure on costs and competition for jobs are creating pressure on investment teams to perform better. And investment professionals need to jettison some antiquated approaches to decision making to keep pace with social norms. Cognitive diversity in teams has been hailed as a saviour.
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