This conversation will explore how global institutional investors are approaching the challenge of balancing financial and impact goals. As co-CIO for sustainability at Bridgewater, former CEO of ATP and current board advisor to GIC and Novo Holdings, Carsten Stendevad brings a broad range of perspectives from both the asset owner and alternative asset manager perspective. He will share insights garnered from his experience building sustainability assessment capabilities to identify current and future sustainability leaders, and engineering strategic and tactical portfolios designed to deliver strong financial and impact results.
Impact investing at a total portfolio level
Investor Profile
Denmark’s PFA: Passive with a caveat and why an AI reset lies ahead
Kasper Lorenzen, chief investment officer of Denmark's PFA explains why passive is no longer applicable to the complex equity strategies that do much more than follow an index. He also explains why he believes an AI reset lies around the corner.
Sarah RundellOctober 17, 2024
Investor Profile
Guardians of the Future: The evolution of New Zealand Super
New Zealand Super’s new chief executive Jo Townsend inherits an organisation with a strong culture but facing some challenges posed by rapid growth. An internal project aims to reduce complexity and focus on simplicity for a fund already rated by WTW as operating at global best practice levels.
Amanda WhiteOctober 8, 2024
Private Equity
Finland’s VER reflects on how to enliven European venture capital
Statistics show that Europe outperforms the United States when it comes to 10-year venture capital returns, but European investors struggle to access the market. Finnish State Fund VER's CEO Timo Löyttyniemi suggests how the market could develop.
Sarah RundellOctober 8, 2024
FIS Stanford 2024
The ‘most momentous’ in living memory: The 2024 US presidential election
Douglas Rivers, chief scientist at pollster YouGov, said data coming out of the current US presidential election confirms significant cultural and demographic shifts that are reshaping the political map. Rivers told the Fiduciary Investors Symposium that the once-popular “demographics is destiny” mantra predicting permanent centre-left majorities has lost meaning in the Trump era.
Aleks VickovichOctober 4, 2024
FIS Stanford 2024
‘Built different builds different’: Embracing neurodiversity in investment
Embracing neurodiversity might not just be the key to unlocking collaboration, creativity and productivity in investment teams, it could also be the key to better returns, the Fiduciary Investors Symposium has heard.
Simon HoyleOctober 3, 2024
Featured Story
Culture Club: CalPERS puts people first in talent reboot under new CIO
Only two months in and CalPERS' new CIO Stephen Gilmore has already made his mark, with plans to overhaul talent and culture in the investment office, meeting frequency and the number of strategic initiatives slashed and an increased focus on data and technology to improve efficiency and reduce risk.
Sarah RundellOctober 3, 2024
InFocus
Liquid asset: Investing in water is good for returns, good for the planet
Water is a finite and scarce commodity, and institutional asset owners have a big part to play in ensuring the long-term conservation and management of water resources – not only for their direct beneficiaries, but also for the long-term good of the planet and future generations.
Simon HoyleOctober 2, 2024