1. The just transition and the importance of leaving no one behind
Release Date: 04/27/2023
Investing for Tomorrow
In our fast-evolving world, global events influence the financial landscape in unprecedented ways. Join us as we speak to Elliot Hentov, Head of Macro Policy Research at State Street Global Advisors to unpack the influence of geopolitics on the world of investing. This episode offers insights on navigating global trends, from shifting alliances to economic policies. Discover how these dynamics shape both short- and long-term investment strategies and gain a clearer perspective on geopolitical risks and opportunities. Tune in to learn how global power shifts and policy trends are...
info_outline 6. How asset owners can better allocate capital to achieve climate impactInvesting for Tomorrow
In this episode we explore how asset owners can drive climate impact through smarter capital allocation. With insights from New York Climate Week and COP29, we cover fiduciary duty, the urgency of systemic change, the risks of greenwashing, the need for leadership in climate investing and more. Join us as we speak to Colin le Duc, Founding Partner at Generation Investment Management, and Alison Loat, Senior Managing Director, Sustainable Investing and Innovation at OPTrust. Hear practical strategies from these industry leaders on how asset owners can allocate capital more effectively to create...
info_outline 5. Insights and best practices from global asset owners | part 2Investing for Tomorrow
In part 2 of this episode, we continue to explore the conducted by the Thinking Ahead Institute, in partnership with the Future Fund. This study, drawing on insights from 26 leading funds managing over $6 trillion, highlights emerging trends, challenges, and best practices in asset ownership. Join us as we speak to Raphael Arndt, Chief Executive Officer of the Future Fund, and partner on the study. Tune in for valuable insights from this industry leader, including more context on the Future Fund's journey thus far, why total portfolio approach works for them, the ongoing pursuit of...
info_outline 4. Insights and best practices from global asset owners | part 1Investing for Tomorrow
In part 1 of this episode, we explore the conducted by the Thinking Ahead Institute, in partnership with the Future Fund. With insights from 26 major funds managing over $6 trillion, the study explores emerging trends, challenges, and best practices in asset ownership. Join us for expert insights from Kristin Magnusson Bernard, Chief Executive Officer of AP1 and study participant, and Roger Urwin, Co-founder of the Thinking Ahead Institute and chief architect of the study. Tune in to gain valuable perspectives from industry leaders on navigating the future of investments in an increasingly...
info_outline 3. Breaking barriers in gender wealth equityInvesting for Tomorrow
In this episode, we address the critical issue of gender wealth equity globally. We explore how career choices, family support, life events, and financial literacy contribute to this disparity. Insights from the by WTW and the World Economic Forum provide a foundation for our discussion. Join us for expert insights from Helen Howcroft, Private Client Director at Atomos Wealth, on women's financial management challenges, and Mark Mann, Director, Integrated & Global Solutions at WTW, on the report's significant findings. Resources mentioned: Report: Article:
info_outline 2. The future of stewardship begins with resourcingInvesting for Tomorrow
In this episode, we explore the transformative power of stewardship in the investment world. Moving beyond short-term gains, we focus on long-term value creation and tackling pressing issues like climate change. We’ll discuss the need for increased industry-wide stewardship resources and how investors can leverage active ownership to drive positive change. Join us as we hear from Emmet McNamee, Head of Progression and Innovation at the Principles for Responsible Investment (PRI) discussing the growing importance of stewardship resources and Kim Farrant, General Manager, Responsible...
info_outline 1. The human, the machine and the cyborgInvesting 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...
info_outline 5. Sustainability shapers on natural resources and running for resilienceInvesting 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...
info_outline 4. Sustainability shapers on widening social inequalities and writing for the soulInvesting 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.
info_outline 8. Bonus: Global Pension Assets Study 2024Investing 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...
info_outlineThe just approach to the net-zero transition would ensure we leave no one behind
In this episode we cover findings from our Thinking Ahead paper, ‘The ‘S’ of ESG- moving from interest to action’, the Just Transition Finance Challenge and much more with two different, special guests.
We speak to both Annika Brouwer Sustainability Specialist at Ninety One, a global asset manager with emerging markets roots and a Thinking Ahead member. And Sarah Teacher joint, interim CEO at the Impact Investing Institute, launched in 2019 to accelerate the growth and improve the effectiveness of the impact investing market.
Resources mentioned: