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Article | Investments Quarterly ideas Exchange

QiX – Investments Quarterly ideas Exchange Q3 2021

August 17, 2021

Quarterly compilation of thought leadership for institutional investors.
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This issue of QiX features a message from our new Head of Investments, Aongus O'Gorman as well as a focus on sustainability, how to assess the risk of Your Future Your Super underperformance and an overview of our mandate for the New Zealand Treasury.

Sustainability is our key theme; can we create a future where we no longer talk about ESG because all investment is sustainable? We explore the two portfolio actions that should be considered to achieve that, why it's a heroic challenge for asset owners to play a part in net-zero energy transition, and why fiduciary duty should be adjusted.

  1. 01

    Message from our new Head of Investments, Aongus O'Gorman

    Aongus provides a personal introduction and an update on our leadership change.

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  2. 02

    The net-zero challenge

    What are the challenges confronting asset owners when implementing net-zero policies? What does the roadmap look like? Should fiduciary duty be adjusted so asset owners can operate within better guardrails?

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  3. 03

    The benefits of enhancing governance

    More governments and institutional investors are seeing the value of a fresh look at their governance and investment processes. Check out our recent review for the New Zealand Treasury into the Government Superannuation Fund Authority.

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  4. 04

    The risk of YFYS underperformance

    How likely are superannuation funds to fail the YFYS annual performance test? Here, we assess the risk of future underperformance, timing and sequencing considerations, and their probable impacts when taking a longer-term view.

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  5. 05

    Portfolio actions for a sustainable tomorrow

    To create a future where we no longer talk about ESG because all investment is sustainable, what are the two portfolio actions you should consider? Here we discuss how a scenario where all assets benefit from active stewardship and portfolios are managed to risk, return and impact goals.

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