Transformational Investment Practices of Advanced Investors
A new report from the World Economic Forum, alongside 60 global asset owners, explores how global asset owners are approaching global systemic trends such as climate change, low and negative real long-term interest rates and technological evolution-
The white paper summarizes the actions asset owners have taken to integrate systemic trends into their investment and risk management processes. It synthesizes the findings into a self-assessment framework that investors can use to improve their readiness in dealing with global challenges. It also presents investment solutions and opportunities that accelerate the industry’s ability to address the trends.
The document includes a framework for addressing global systemic trends that investors can use to benchmark their progress against their peers. The framework focuses on vision, governance and implementation approaches. Investors should take a disciplined approach to integrate and measure trend-linked products in their strategic portfolio construction processes.