long-horizon investing

Governance

Culture, structure for the long term

Ten Ideas to Foster Long-term Investing is the last of three related papers. The trilogy offers concepts and actions for pulling away from short-term thinking. Here are some of the key steps.

Amanda WhiteJune 4, 2018

Equities

Fund managers lack business skills

PGGM's Jaap van Dam and Kempen's Lars Dijkstra say that asset owners with long-term horizons should look for managers who can analyse industries and companies to find intrinsic value.

Amanda WhiteMarch 19, 2018

Investor Profile

CPPIB focuses managers on long term

The C$337 billion CPPIB works towards a full understanding of its external managers’ strategies. These efforts, plus a customised fee structure, ensure a focus on long horizons.

Amanda WhiteFebruary 14, 2018

Opinion

Top of mind for 2018

Compiling lists for the new year can improve focus and even help reduce anxiety. Here are five factors The Thinking Ahead Institute expects to influence investment over the next 12 months.

Marisa HallJanuary 17, 2018

Investor Profile

CareSuper CIO active and determined

The CIO of the $10 billion superannuation fund for office workers has her team and investment philosophy in place, with a long-term focus and a mindset that says settling is never an option.

Sally RoseJanuary 15, 2018

Opinion

The long-horizon advantage defined

A long-term investor has an advantage that lies in the skill to identify divergences between price and value in markets, and the willingness to wait for a convergence to take place.

Liang YinSeptember 15, 2017

Governance

Culture, structure for the long term

Equities

Fund managers lack business skills

Investor Profile

CPPIB focuses managers on long term

Opinion

Top of mind for 2018

Investor Profile

CareSuper CIO active and determined

Opinion

The long-horizon advantage defined

Local Pensions Partnership

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