Wouter Klijn - Investment Innovation Institute

No Westerner Really Understands China

NT Solar Panels - Investment Innovation Institute

The Impact of Small Funds

Sometimes it pays off for a pension fund to be small and nimble and one area where this is a clear advantage is in impact investing.

APG Sees More Dispersion of Returns Ahead

Asset Owners, Equities, Innovation

The rise of alternative data sets is likely to create a wider dispersion of investors’ returns as the wide range of available data will lead investors to take more varying approaches than they have done so in the past, according to APG Asset Management.

ASX Blockchain Targets Communication

Asset Allocation & Strategy

The Australian Securities Exchange’s (ASX) efforts in adopting blockchain are not aimed at trading securities over a blockchain system; it is looking to simplify the way it communicates with its end users.

Stock Markets Are Increasingly Irrelevant

Economics, Equities

Stock markets are less about investing and more about collecting rents these days, Tim Hodgson of TAG says. He questions whether the distinction between public and private will survive with the rise of blockchain technology.

Real Estate Debt Better Than Equity

Fixed Income & Credit, Real Estate

From a macroeconomic point of view, real estate debt looks better than real estate equity, PGIM CEO of Real Estate, Eric Adler, says.

Jeremy Grantham - Investment Innovation Institute

The True Cost of Divesting

ESG, Risk and Regulation

As part of his growing interest in climate change, GMO’s Jeremy Grantham researched what effect divesting the entire energy sector would have on a portfolio.

The Pain Premium

Asset Allocation & Strategy, Behavioural Finance

Could the discomfort an investor feels for holding certain positions be the reason why certain factors don’t get arbitraged away – a pain premium of sorts?

Wouter Klijn, Director of Content at the Investment Innovation Institute [i3]

Hayne’s Roadmap to Governance

Editorial

The Hayne’s commission’s final report not only contains misconduct, but it also provides a nice roadmap for what it deems proper governance for super fund trustees.