Climate Investing Series Part III: Carbon & Your Portfolio - Strategies & Considerations. This blog series explores the methods and rationale for integrating carbon assets into asset allocation strategies. From direct investments in carbon credits to indirect exposure through green companies and funds, we’ll examine how carbon assets can help reduce risk, align with decarbonization goals, and capture growth opportunities in the low-carbon economy. Understanding this emergi

State of the Industry series: Asset Allocator Talk II: Active vs. Passive Fund Selection Active fund selection, which entails choosing individual investment funds with the objective of outperforming the market, presents its own set of challenges. The reality is that most active funds struggle to consistently beat the market. Nevertheless, it is essential to recognize that active funds can play a valuable role in asset allocation strategies and portfolio construction, partic

State of the Industry series: Asset Allocator Talk I: Beyond the Obvious. One of the most crucial decisions for investors when constructing a portfolio is choosing the underlying managers. While many investors evaluate a fund manager's track record quantitatively, it's important to remember that numbers don't tell the whole story. Investors should also look at qualitative evidence to identify a manager capable of executing a proposed strategy and achieving success in the fu

Stakeholder Management and Strategic Decision Process Suggestions, contributing to the discussion for key internal stakeholders (key stakeholders are strategy, control, risk, sustainability, tax, legal and operations departments); contributing to the definition of implementation steps and the final "strategic decision" process.