Julius Pursaill
OpinionLooking beyond portfolio decarbonisation
As asset owners and asset managers, what’s the first thing that comes to mind when we think about climate risk? For many, it will be portfolio decarbonisation.
OpinionShould DC default funds take more risk?
There are powerful fiduciary justifications on both sides of the “risk” debate for defined contribution default funds. On the one hand, there is the argument in favour of more risk, because higher expected returns are most important.
OpinionThere are many roads to Paris – let us not impose a single route to net-zero
Earlier this year, former Bank of England governor Mark Carney had to row back quickly from his claim that Brookfield Asset Management’s investment portfolio was “carbon neutral” on the basis of avoided emissions, despite the fact there is no agreed single definition of a net-zero portfolio.