Pictet Asset Management

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

FIS Stanford 2024

Focus on engagement to drive faltering climate transition

As the global fight against climate change shows signs of slowing down, some large asset owners are taking a more pragmatic approach to investment returns from the transition by focusing on more targeted engagement in order to drive more lasting impact, the Fiduciary Investors Symposium has heard.

Prashant MehraSeptember 25, 2024

FIS Stanford 2024

Machine learning ‘overcoming key challenges’ in stock picking

Once regarded as a black-box approach to supporting asset management, AI and machine learning is becoming increasingly effective and transparent, now more of a "crystal box" and a useful tool for stock-picking and explaining performance attribution to clients, the Fiduciary Investors Symposium at Stanford University has heard.

Prashant MehraSeptember 19, 2024

InFocus

The long and the short of harnessing demographics for better returns

Demographics is destiny, or so the saying goes. As populations grow, and as they move about, there will be investment opportunities that arise from their needs, their activity and their consumption. The trick for investors, however, is working out how long-term trends figure in generating shorter-term investment performance.

Simon HoyleSeptember 4, 2024

InFocus

Tip of the A-iceberg as investors grapple with the scale of opportunity

An investment theme that incorporates all traditional businesses trying to exploit technology, including AI, is simply too broad. Focusing on AI alone leaves investors exposed to the uncertainty of future developments. In between is an approach that recognises AI as an accelerant to existing trends.

Simon HoyleJuly 17, 2024

InFocus

‘Nothing will stop this trend’: Investing in the energy transition

The energy transition is happening; the only question is the pace at which it takes place. In assessing the investment opportunities, it helps to break the transition down into easily digestible segments. Top1000funds.com explores the opportunity set for investors, including the need to think about cross-disciplinary risks and to specialise.

Simon HoyleJune 21, 2024

InFocus

Liquid asset: Investing in water is good for returns, good for the planet

FIS Stanford 2024

Focus on engagement to drive faltering climate transition

FIS Stanford 2024

Machine learning ‘overcoming key challenges’ in stock picking

InFocus

The long and the short of harnessing demographics for better returns

InFocus

Tip of the A-iceberg as investors grapple with the scale of opportunity

InFocus

‘Nothing will stop this trend’: Investing in the energy transition

California Public Employees Retirement System (CalPERS)

ABP/APG Asset Management

California State Teachers Retirement System (CalSTRS)

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