Skip to main content
Survey Report

Global Investment Matters — 2018

Investments
N/A

June 28, 2018

In the 2018 edition of Global Investment Matters, we have created a series of short articles that address specific issues which are important for long-term returns.

Together with our clients, we are responsible for trillions of dollars that savers will rely on over the long term. While we and our clients spend much of our time dealing with the here and now of managing asset portfolios, we all know that it is the long term that matters the most.

To help keep the focus on the long term in Global Investment Matters, we have created a series of short articles that address specific issues which are important for long-term returns, such as:

  • Integrating sustainable investment into the investment process and strive to achieve full value
  • The importance of investment beliefs and implementing delegation to manage risk and return
  • Developing smart leadership and sound fellowship
  • Incorporating a megatrend framework into the investment decision-making process
  • Potential rewards of taking a long-horizon investing approach

The authors offer tangible steps that asset owners can take for long-term benefit as well as highlighting key considerations we believe asset owners need to take into account during the investment decision-making process.


Table of contents


  1. Sustainable investment – a call to action

    Adam Gillett | June 28, 2018

    As investors and regulators have come to recognize the importance of sustainable investment, the key issue becomes translating thinking into action. Adam Gillett explores how we believe integrating sustainable investment into the entire investment process is the best way to achieve full value.


  2. Investment beliefs

    Tim Mitchell | June 28, 2018

    Tim Mitchell focuses on investment beliefs: what they are, why they matter and how to effectively implement them.


  3. The case for delegation just got stronger

    Pieter Steyn | June 28, 2018

    Pieter Steyn examines the ging shift toward delegation in the pensions space as many boards seek to manage return and risk.


  4. Incorporating megatrends into portfolio and business planning

    Tom Brooke-Smith | June 28, 2018

    Tom Brooke-Smith delves into why investors and business leaders should incorporate a megatrend framework into their decision-making process, identifying areas of opportunity and key risks that require hedging.


  5. Smart leadership, sound followership – a global asset owners study

    Adam Gillette | June 28, 2018

    Adam Gillett looks at the key findings of Willis Towers Watson’s benchmarking study sponsored by Future Fund, which compared the practices of 15 high-conviction asset owners.


  6. The search for a long-term premium

    Liang Yin | June 28, 2018

    Liang Yin examines the potential reward for investors taking a long-horizon investing approach.
    Harvesting the long-term premium will require a major shift in mindset and for investors to significantly expand their skill sets.


  7. The quest for return: Difficult isn’t it?

    Alastair Cuming | June 28, 2018

    For many investors the difference between 3% real and 5% real can define success or failure, but capturing the extra return is not easy. Alastair Cuming explores how investors can seek to improve the probability of achieving sufficient returns without raising the risk that the sponsor will need to be called upon.


  8. How bespoke modeling can help answer the ‘what if’ questions

    Andy Siu and Paul Colwell | June 28, 2018

    Andy Siu and Paul Colwell have worked with sovereign wealth clients in the Asian market. They highlight how large asset owners can benefit from applying a bespoke modeling framework to address concerns specific to their funds and investment approach.


  9. Global news

    June 28, 2018

    Our business news from around the world.


Download
Title File Type File Size
Global Investment Matters 2018 PDF 14.7 MB
Contact Us
Related content tags, list of links Survey Report Investments United States