LEADING THE INVESTMENT INDUSTRY

A group of leading investment professionals raising awareness about the impact of current market thinking and behaviours, and to call for immediate action.

LATEST THOUGHT PIECES
August 10, 2021
The Climate is Ripe for Change
Alan Brown
We propose a green bond through a Public-Private partnership to tackle climate change can give pension schemes reliable cash flows to meet liabilities while also making fundamental changes to the best practice model for the investment of long-term pools of capital.
February 17, 2021
The Role of the Investment Management Industry and a Prescription for the Future
Saker Nusseibeh
During this crisis, we have all been made acutely aware of the fact that companies should not just be primarily profit generating machines but purposeful providers of solutions to the needs and wants of real people. The consequence of fulfilling those purposes are long term sustainable returns to investors.
February 14, 2020
Open Letter to Larry Fink - Welcome BlackRock
Saker Nusseibeh
Economics has developed as a science, conveniently forgetting its roots in political philosophy. Unfortunately that ‘science’ is severely dated, and the functioning of the global capital markets has become separated from the real world. A simple thought experiment throws light on the theoretically correct strategies for a rational saver, but leaves us with unsatisfactory answers. Neglecting the societal context of our saving activity only serves to further isolate the capital markets. Instead, a self-perpetuating system requires investors to evolve from simple allocators of capital to its steward, with far broader responsibilities. Maximising holistic returns represents practical action of the responsibility by investors, and stretches far beyond creating wealth simply for its own sake.
February 28, 2018
Long-term investing in public equity markets
Jaap van Dam
In 2015, fifteen Dutch CIOs of asset owners and asset managers wrote an article with the title: ‘Short-term profit or long-term value creation?’ A growing group of pension funds, asset managers, consultants and companies worldwide try to answer this question.
October 26, 2017
Making an impact by defining the right mix of ESG strategies
Pascal Blanqué
Whilst supranational institutions and NGOs have for too long been alone on the front lines of the battle against poverty, corruption, and resource depletion, both companies and the finance sector are now fully aware of the role they have to play in the transition to a more sustainable economy. So-called “megatrends” – demographics, globalisation, the environment, societal evolution – act as disruptive forces and offer growth potential for investors. The motivations of asset owners have evolved; they have become more elaborate, more complex and more meaningful, and now include topics that go beyond the unique consideration of achieving financial performance. Even if performance remains the primary objective, investors now want their portfolios to have an impact on both the environment and society, and want to measure the efficiency of this choice.
March 6, 2017
The Why Question
Saker Nusseibeh
Economics has developed as a science, conveniently forgetting its roots in political philosophy. Unfortunately that ‘science’ is severely dated, and the functioning of the global capital markets has become separated from the real world. A simple thought experiment throws light on the theoretically correct strategies for a rational saver, but leaves us with unsatisfactory answers. Neglecting the societal context of our saving activity only serves to further isolate the capital markets. Instead, a self-perpetuating system requires investors to evolve from simple allocators of capital to its steward, with far broader responsibilities. Maximising holistic returns represents practical action of the responsibility by investors, and stretches far beyond creating wealth simply for its own sake.
The Traditional Alternative Why Investing Should Return to the Stone Age
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LATEST NEWS & EVENTS
  • August 10, 2021
    The Climate is Ripe for Change
    Alan Brown
    We propose a green bond through a Public-Private partnership to tackle climate change can give pension schemes reliable cash flows to meet liabilities while also making fundamental changes to the best practice model for the investment of long-term pools of capital.
  • February 18, 2021
    The Role and Purpose of Investment Management
  • February 17, 2021
    The Role of the Investment Management Industry and a Prescription for the Future
    Saker Nusseibeh
    During this crisis, we have all been made acutely aware of the fact that companies should not just be primarily profit generating machines but purposeful providers of solutions to the needs and wants of real people. The consequence of fulfilling those purposes are long term sustainable returns to investors.
  • February 16, 2021
    300 Club Mourns the Passing of David Villa
  • February 14, 2020
    Open Letter to Larry Fink - Welcome BlackRock
    Saker Nusseibeh
    Economics has developed as a science, conveniently forgetting its roots in political philosophy. Unfortunately that ‘science’ is severely dated, and the functioning of the global capital markets has become separated from the real world. A simple thought experiment throws light on the theoretically correct strategies for a rational saver, but leaves us with unsatisfactory answers. Neglecting the societal context of our saving activity only serves to further isolate the capital markets. Instead, a self-perpetuating system requires investors to evolve from simple allocators of capital to its steward, with far broader responsibilities. Maximising holistic returns represents practical action of the responsibility by investors, and stretches far beyond creating wealth simply for its own sake.
  • November 22, 2018
    300 Club updates its focus to reflect commitment to championing the asset owner