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.
Sampension: Why there are many reasons to be optimistic
Now is not the time to reduce risk, argues Henrik Olejasz Larsen, chief investment officer of Sampension, Denmark’s $50 billion pension fund for public and private sector employees. In an interview with Top1000funds.com, he says corporate profits have not deteriorated, and although the market has been tested from multiple directions, the underlying optimism driving equities is strong enough to overrule the negative impact of geopolitical risk.
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CPP shares the playbook for pushing corporates on scope 1, 2 emissions
A quarter of companies in CPP Investments' public equity allocation still don’t report Scope 1 and 2 emissions - one of the most fundamental indicators of whether a corporate board is engaging on the climate emergency.
Under-priced climate risk plagues pension portfolios
Climate risk remains systematically under-priced and the world isn’t on course for net zero. Investors need to prepare for the risks of climate and environmental change and re-evaluate the risk in their portfolios, University of Oxford researcher Nicola Ranger warned delegates to Sustainability in Practice.
Emerging tech and a little pragmatism make biodiversity investible
Finding “nature positive” companies to invest in is a challenge, delegates to Sustainability in Practice at the University of Oxford have heard. But Institutional investors can play a key role in turning corporate laggards into leaders.
Being joined-up: Why it’s so important
Climate change is the mother of all super-wicked problems, according to Roger Urwin, who argues that being joined-up will help asset owners with the holistic thinking and cross-agency coordination needed to tackle the complexity.
PGGM prepares to incorporate impact in three dimensional approach
Dutch asset manager PGGM is working with Bridgewater Associates to integrate impact across its portfolio. PGGM's Arjen Pasma and Bridgewater's Carsten Stendevad discuss the strategy, which promises to dramatically reshape PGGM's €228 billion portfolio.
Sustainability in Practice: Time to get realistic about net zero
Many asset owners have net zero commitments in place, but few of these targets are being met with implementation. In the opening session of Sustainability in Practice at the University of Oxford, delegates discuss how investors should get realistic about net zero.
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