01. Dezember 2022

BlackRock, Ontario Teachers’ Pension Plan and Sequoia Capital are among the named investors of FTX — the Bahamas-based cryptocurrency exchange whose collapse has made headlines across the financial press. The incident is a timely reminder of the importance of operational due diligence (“ODD”) when making investment decisions. Robust ODD assessments will likely reveal issues such as corporate conflicts of interest, weak governance, senior leadership shortcomings and inadequate cash management controls.

• Private Markets
• Governance
• Risk
• Operational Risk

Weiterlesen: FTX Debacle Highlights Key Points for Investor Due Diligence

11. November 2022

Investors have appeared satisfied, so far, with the resilience shown by their infrastructure portfolios through the turmoil of 2022. The combination of inflation sensitivity, low real interest rates and robust buyer appetite have supported a sense of continued momentum in the sector. Yet mounting concerns are prompting a re-evaluation of exposures and expectations. What should investors watch out for in the current climate?

Weiterlesen: Infrastructure Investment at an Inflection Point

25. Oktober 2022

A quick poll of UK Asset Owners on October 18-19 2022 suggests a significant change in expectations for asset class exposures over the next year, versus a survey conducted one month prior. A quarter of investor respondents are now intending to decrease exposure to private market strategies over the next 18 months, including 80% of Corporate Pension Funds.

• ESG
• Equity
• Private Markets
• Diversifying Strategies
• Strategic Asset Allocation

Weiterlesen: UK Investor Snap Poll Reveals Shift in Allocation Intentions

15. September 2022

Investors are placing ever-greater focus on the carbon intensity of their investments, with equity portfolios often first in line for implementation. Yet, while carbon commitments can represent a positive step within a broader ESG agenda, applying reductions in an overly simplistic way can lead to problematic consequences—undermining both investment-related goals and environmental ones.

• ESG
• Equity
• Impact

Weiterlesen: Three Carbon-cutting Pitfalls – and How to Avoid Them