We believe systems change requires a systems approach. For investors — both asset managers and asset owners — this means taking concrete steps to rethink how investment decisions are made and how investment vehicles are structured. It also means exploring a number of key issues and questions – for instance: […]
Read More… from Deep Dive into System-Level Investing (part 2)
Acknowledging the complexity inherent in various recommendations, this webinar is designed to offer context, tools, and approaches aimed at helping investors take difficult but important steps towards systems change. Fortunately, we have put together some of the leading thinkers on system-level investing, all in one place, all working together to explore how to refocus the […]
Read More… from Deep Dive into System-Level Investing (part 1)
As global interest rates have steadily declined over the past decades, many investors have sought yield by migrating up the risk-return spectrum. Major central banks’ response to the COVID-19 pandemic – including continued low interest rates and commitments to purchase a wide range of debt securities – perpetuated these asset allocation trends. While such intervention […]
Read More… from Webinar: Dynamics Between Central Banks, Regulators, Investors, and Inequality
ESG disclosure frameworks primarily focus on risks that can materially affect a portfolio company’s financials (“outside-in” risks). But what if a portfolio company engages in risks that threaten the health of real-world environmental, social, and financial systems (“inside-out” risks)? Those systemic risks become non-diversifiable systematic risks to investors, and Modern Portfolio Theory not only lacks […]
Read More… from Webinar on Modern Portfolio Theory, Systematic Risk, and Investment Structures
Do environmental, social, and governance (ESG) and impact investing practices in their current forms provide investors with sufficient tools to play a meaningful role in “Building Back Better” following the COVID-19 crisis? Many investors, including those who identify as “Universal Owners,” often seek to manage ESG risk and opportunity through corporate governance interventions. However, certain […]
Read More… from Webinar on ESG 2.0: Measuring & Managing Investor Risks Beyond the Enterprise-level