3. Latest trends from the world’s largest pension funds
Release Date: 10/03/2022
1. The human, the machine and the cyborg
Investing for Tomorrow
Welcome to Season 3 of Investing for Tomorrow! We're exploring a hot topic: Artificial Intelligence (AI) and technology. Computers and cloud technology are crucial in the investment world, and AI is generating a lot of buzz. How can AI enhance our strategies? How can human intelligence (HI) collaborate with AI to improve decision-making? Are we on the brink of a cyborg future? In this episode, we tackle these questions with Michael Sofer, Director of Investment Systems Management at the Future Fund; Mark Beardall, Chief Information Officer at WTW; and Paul Martin, Chief Investments Operating...
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5. Sustainability shapers on natural resources and running for resilience
Investing for Tomorrow
Join us for the finale of Sustainability shapers as we engage in a compelling conversation with Maya Beyhan, Global Head of Sustainability, Index Investment Strategy at S&P Dow Jones Indices. Maya takes us on a journey from her roots in portfolio strategy to her current expertise in sustainability indices. Highlighting how running has enhanced her resilience in this role. Discover the pivotal role of natural resources, notably carbon credits, in achieving the net-zero energy transition. As Maya underscores the importance of collaboration and education in propelling sustainable...
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4. Sustainability shapers on widening social inequalities and writing for the soul
Investing for Tomorrow
In this episode, Jodie Tapscott, Vice President and Director of Responsible Investing Strategy at AllianceBernstein, shares her inspiring journey in finance and how a National Geographic article changed her career trajectory toward sustainability. Delve into the systemic risk of widening social inequalities, explored through AllianceBernstein's strategy. Discover the three key areas guiding their investment strategies and the impact on economic, social, and political landscapes. Plus, get a surprising glimpse into Jodie's creative pursuit outside investment—writing.
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8. Bonus: Global Pension Assets Study 2024
Investing for Tomorrow
The Global Pension Assets Study estimates global pension fund assets across 22 major pension markets (the P22). At the end of 2023 these markets had estimated pension assets of USD 55,688 bn, marking an anticipated 11% growth compared to 2022. In our special bonus episode, we engage in conversation with Anastassia Johnson and Jessica Gao, researchers at the Thinking Ahead Institute. We discuss the study's significant figures, prevalent themes of the year, and anticipate challenges for the forthcoming year. Resources mentioned: Global industry study: Press release: Article: Research...
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3. Sustainability shapers on decarbonisation and the magic of sci-fi
Investing for Tomorrow
Join us for this captivating conversation with Daniel Hochman, Head of Sustainability Research at Bridgewater Associates, on the latest episode of Sustainability shapers. Explore Daniel's background and the vital role of decarbonisation for a sustainable future. Uncover Bridgewater's research methodology as we dissect emissions distribution and pinpoint transformative sectors. We discuss the crucial need to seamlessly integrate sustainability into core business practices, fostering a comprehensive 360-degree understanding. Additionally, gain insights into the impact of science fiction in...
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2. Sustainability shapers on water depletion and living with the ups and downs
Investing for Tomorrow
In this episode of "Sustainability Shapers," Piet Klop, Head of Responsible Investment at PGGM, delves into the pressing concern of water depletion. Learn more about Piet himself including how he feels about the importance of connection to nature. Discover how PGGM manages water risk in its portfolio, exploring metrics, engagement, and opportunities aligned with the Sustainable Development Goals. Piet emphasises the need for the financial sector to address location-specific risks and reflects on the challenge of ecosystem degradation. Join us for an insightful conversation with this...
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1. Sustainability shapers on the just transition and the importance of history
Investing for Tomorrow
Introducing Thinking Ahead Institute's new spin-off series "Sustainability shapers on systemic risk". This first episode features an insightful conversation with Leon Kamhi, Head of Responsibility at Federated Hermes. Together, with host Isabella Martin, they unravel the complexities of systemic risks, focusing on climate change, social inequalities, and the concept of a just transition. Leon shares his wealth of experience, emphasising the vital role of investor stewardship in shaping a sustainable and equitable future. Resource mentioned: Book: Quick LinksGet Embed PlayerDownload...
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7. Diving into our research highlights for 2023
Investing for Tomorrow
Embark on a compelling journey through the breadth of research conducted by the Thinking Ahead Institute in the past year, transcending the realms of the investment industry. Join Marisa Hall, the Head of the Institute, as she engages in insightful conversations with our researchers, offering a comprehensive overview of our 2023 research highlights. Delve into diverse topics, including the evolution of ESG, the future landscape of pensions, climate scenarios, and diversity, equity, and inclusion. Our exploration extends to pivotal subjects like stewardship, the investment organisation of...
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6. Nature's bottom line: the wealth of biodiversity
Investing for Tomorrow
Biodiversity and nature have emerged as a prominent next focus for many investors, given how closely they are intertwined with the challenges of climate change. In this episode, we speak with two experts: Thomas Viegas, Partnerships Lead at the TNFD and Liudmila Strakodonskaya, ESG Analyst at AXA Investment Managers. Together we explore the launch of the TNFD, why biodiversity loss is not only a risk but also an opportunity for investors, the adoption of new standards, the development of innovative investment products, and ways that investors can begin to collaborate. Resources...
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5. The future of ESG
Investing for Tomorrow
The future of ESG is contested. Despite this, many believe that ESG is an unstoppable train that is picking up speed. In this episode we talk to Luba Nikulina, Chief Strategy Officer at , and Roger Urwin, Global Head of Investment Content at and Co-founder of the , about the current reality; what’s on the horizon; the importance of rightsizing your sustainability commitments and how all of this is relevant for investment organisations today. Resources mentioned: Report: PwC - Book: Malcolm Gladwell - TED Talk: Malcolm Gladwell - Thinking Ahead...
info_outlineMarisa Hall, Co-head of the Thinking Ahead Institute, and Roger Urwin, Co-founder, discuss the key data points from the ‘Global top 300 pension funds’ report. In addition to covering overarching trends in the industry and the direction of travel.