PGGM

Thames Water losses hold lessons on the importance of a comparative view

The travails of UK utility Thames Water highlights the importance of seeing infrastructure investment in the context of wider market or peer investments, rather than just focusing on the one asset.

Sarah RundellJune 25, 2024

PGGM revamps fixed income; focuses on liquidity

PGGM's Wilfried Bolt explains how the end of quantitative easing (QE) has changed the asset manager's hedging strategy and prompted a keen focus on liquidity. He also explains the rationale behind managing more of the corporate bond allocation in house.

Sarah RundellFebruary 8, 2024

Sustainability

Why these impact investing veterans don’t care about ESG ratings

BlueOrchard and Schroders Capital’s impact investing veteran, Maria Teresa Zappia, isn’t a fan of using ESG performance to evaluate her portfolios, suggesting that investors are limiting their options if they are not willing to consider companies with lesser ratings.

Darcy SongNovember 20, 2023

Featured Story

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.

Sarah RundellNovember 7, 2023

Investor Profile

PGGM’s private equity priorities: Impact, Paris-alignment and co-investment

After four years as CIO at ABP, Diane Griffioen has joined PGGM as head of private equity where her focus is on driving Paris-alignment, impact and co-investment across the €23 billion portfolio.

Sarah RundellApril 13, 2023

FIS Toronto 2024

SDGs remain the roadmap out of crisis

APG's Claudia Kruse reflects that the climate emergency, COVID and conflict has put SDG delivery at risk. But the SDGs remain the best roadmap out of crisis and the investor's Asset Owner Platform has become an important tool supporting its quest to invest with impact.

Sarah RundellNovember 14, 2022

Investor Profile

Thames Water losses hold lessons on the importance of a comparative view

Investor Profile

PGGM revamps fixed income; focuses on liquidity

Sustainability

Why these impact investing veterans don’t care about ESG ratings

Featured Story

PGGM prepares to incorporate impact in three dimensional approach

Investor Profile

PGGM’s private equity priorities: Impact, Paris-alignment and co-investment

FIS Toronto 2024

SDGs remain the roadmap out of crisis

Local Pensions Partnership

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