Michael Waldron is an energy investment analyst in the economics and investment office of the International Energy Agency. He was previously the project leader and lead author of the IEA’s Medium-Term Renewable Energy Market Report, which assesses market trends of renewables in the electricity, transport and heat sectors. At the IEA he has also worked as an oil demand and biofuels analyst. Prior to joining the IEA, Waldron worked as a senior energy markets analyst at Lehman Brothers in New York and London. Waldron obtained his Masters in International Energy Policy & International Economics at Johns Hopkins University, School of Advanced International Studies (SAIS) and his Bachelors degree in Economics & Government at Cornell University.
Michael Waldron
Investor Profile
Stewardship: BCI plays the long game
BCI's global head of ESG, Jennifer Coulson, explains why there is no magic bullet for engagement, making it critical for investors to take a multi-faceted approach and reinforce the same outcomes with both corporates and policymakers.
Sarah RundellNovember 14, 2024
Global Pension Transparency Benchmark
Canadian funds shine in transparency benchmark
For the fourth year running, Canada is number one in the country rankings of the Global Pension Transparency Benchmark, according to the 2024 results. Each of the five Canadian funds in the benchmark are ranked in the top 11 funds globally.
Amanda WhiteNovember 7, 2024
Global Pension Transparency Benchmark
Benchmark proves scrutiny on disclosure drives transparency improvements
Now in its fourth iteration, the Global Pension Transparency Benchmark shows that ongoing scrutiny of cost, governance, performance and responsible investing disclosures drives greater fund transparency.
Amanda WhiteNovember 7, 2024
Investor Profile
How an iterative strategy shapes success at Baylor university endowment
David Morehead, chief investment officer of Baylor University endowment in Texas explains why he's concerned about too much diversification and why the rewards of interest rate cuts will be most keenly felt in small cap equities.
Sarah RundellNovember 7, 2024
InFocus
Making better decisions faster: AI makes its impact felt on investing
Making more accurate predictions is the key to investing successfully. AI is a tool well suited to this task, and while it’s already proving its worth in practice and even as major pension fund investors continue to roll it out, they recommend caution and setting out clear use cases.
Simon HoyleNovember 6, 2024
Opinion
Piecing together the impact investing puzzle
Ben Thornley, co-founder at Tideline, looks at how value creation practices bring a manager’s impact credentials into sharper focus, the strong positive correlation between impact and financial performance, and the role of allocators in incentivizing and enabling managers to deliver impact value.
Ben ThornleyNovember 5, 2024
Investor Profile
PUBLICA builds alternatives through partnerships
In the latest development of its private market portfolio, Swiss pension fund PUBLICA is investing in infrastructure equity in a partnership with three other Swiss pension funds and Dutch pension investor APG.
Sarah RundellNovember 5, 2024