[i3] Insights - Investment Innovation Institute

AustralianSuper and the Energy Transition

Pierre Lenders, Head of ESG, Capital Funds Management

Finding ESG Trends through Quant

Taking a quantitative approach to ESG allows investors to capitalise on companies moving towards greener and more sustainable business models, rather than simply screening out the biggest polluters and narrowing down the opportunity set, CFM says.

Dong-Hun Jang, CIO, Public Officials Benefit Association

POBA Turns to Alternatives

Asset Owners, Chief Investment Officers, Private & Alternative Markets

Recognising that traditional asset classes were insufficient to meet Korean pensions fund POBA’s objectives, CIO Dong-Hun Jang turned to alternatives. These assets now make up two thirds of the fund and he has plans for a further increase, Jang tells Dan Purves.

COVID sparks PROP Relaunch

ESG

Mental health awareness campaign People Reaching Out to People (PROP) has relaunched its educational campaign, 12 months after the start of the coronavirus pandemic in Australia.

Anthony Michael, CIO at Allianz Australia

Allianz Australia’s Diversification Journey

Asset Allocation & Strategy, Asset Owners, Chief Investment Officers, Insurance

Allianz Australia has been on a diversification journey over the last three years. In this interview, we speak with CIO Anthony Michael about the challenges an insurance company faces in achieving better diversification.

Michael Hanson, Senior Vice President of Research at Fisher Investments

We Are Still Late Cycle

Equities

Positive economic data coming out of the US has led many investors to switch to a risk-on mindset, but the data has been inflated by a burst of activity following the widespread easing of pandemic restrictions. The reality is that we are still late cycle, according to Fisher Investments.

Alison Loat, Managing Director of Sustainable Investing and Innovation, OPTrust

Sustainable Investing with OPTrust

Asset Owners, ESG, Women in Finance

Sustainability and innovation are often linked, according to Canadian pension fund OPTrust. We spoke to Alison Loat to discover how this influences the fund’s investment decisions.

A Guide to Investment Governance

ESG, Guides

Investment governance has become a key focus for many funds, as legacy models of decision-making are replaced by clear and structured delegation frameworks. In this guide, we collect some of the key interviews with asset owners about their views on good governance.

Future of Internet in Asia: [i3] Equities Webinar with Capital Group

Future of the Internet in Asia

Equities, Innovation, Webinars

The role that the internet plays in people’s lives will continue to expand, business models will continue to evolve, the sources of innovation will continue to grow and regulation will continue to adapt.

Nik Kemp, Head of Global Real Assets, AustralianSuper

Ports Surprise During the Pandemic

Private & Alternative Markets

The coronavirus pandemic wreaked havoc among airport assets, but it wasn’t all bad for infrastructure holdings, AustralianSuper says. Ports, for example, held up surprisingly well.