FIS Chicago 2015
Be contrarian
Investors should be contrarian in their private equity allocations because there is a negative relationship between capital flows and returns.
Amanda WhiteJanuary 13, 2016
FIS Chicago 2015
Coal is dead
Renewable energy infrastructure is an immature market and needs an accepted definition of equity risk, according to Jim Barry, global head of Blackrock Infrastructure Investment Group.
Amanda WhiteJanuary 15, 2016
FIS Chicago 2015
Investment strategy challenge
Roger Urwin of Towers Watson and Jaap van Dam of PGGM, report on a productive workshop at the Fiduciary Investors Symposium where delegates brainstormed ideas for the ideal investment model for the future.
Amanda WhiteDecember 17, 2015
FIS Chicago 2015
Investors from the moon: Fama
A highlight of the Fiduciary Investors Symposium at Chicago Booth School of Business was an intimate Q&A session with the “Father of Modern Finance” and Nobel Laureate, Eugene F. Fama.
Amanda WhiteDecember 11, 2015
FIS Chicago 2015
We don’t have to be friends
“I don’t have to like you, we don’t have to be friends,” says Chris Ailman, chief investment officer of CalSTRS.
Amanda WhiteDecember 11, 2015
FIS Chicago 2015
Empowering asset owners
Head of the global union movement, Sharan Burrow, has called on asset owners to “stop talking about constraints on fiduciary duty” and take the lead on the transition to a green economy. Burrow was part of a panel at the Fiduciary Investors Symposium in Chicago that told delegates the next wave of stewardship is not […]
Amanda WhiteNovember 4, 2015
FIS Chicago 2015
Why investors should de-carbonise
Regardless of moral and scientific arguments, the “risk of policy action” on climate change is enough reason for institutional investors to consider climate risk as having real impact on their portfolios. As an example investors at the Fiduciary Investors Symposium at Chicago Booth School of Business were told that investment-grade bonds in the coal sector […]
Amanda WhiteOctober 30, 2015
