Investing for Tomorrow The Thinking Ahead Institute

Welcome to Season 3 of Investing for Tomorrow! We're exploring a hot topic: Artificial Intelligence (AI) and technology. Computers and cloud technology are crucial in the investment world, and AI is generating a lot of buzz. How can AI enhance our strategies? How can human intelligence (HI) collaborate with AI to improve decision-making? Are we on the brink of a cyborg future?
In this episode, we tackle these questions with Michael Sofer, Director of Investment Systems Management at the Future Fund; Mark Beardall, Chief Information Officer at WTW; and Paul Martin, Chief Investments Operating Officer at WTW. Join us as we examine how AI and tech will transform institutional investment and help us address the industry's most critical issues.
Resources mentioned:
Book: Louis de Bernieres- Light Over Liskeard  

Join us for the finale of Sustainability shapers as we engage in a compelling conversation with Maya Beyhan, Global Head of Sustainability, Index Investment Strategy at S&P Dow Jones Indices. Maya takes us on a journey from her roots in portfolio strategy to her current expertise in sustainability indices. Highlighting how running has enhanced her resilience in this role.

Discover the pivotal role of natural resources, notably carbon credits, in achieving the net-zero energy transition. As Maya underscores the importance of collaboration and education in propelling sustainable investment forward.
Related resources:
S&P SPIVA Sustainability scorecard

In this episode, Jodie Tapscott, Vice President and Director of Responsible Investing Strategy at AllianceBernstein, shares her inspiring journey in finance and how a National Geographic article changed her career trajectory toward sustainability. 
Delve into the systemic risk of widening social inequalities, explored through AllianceBernstein's strategy. Discover the three key areas guiding their investment strategies and the impact on economic, social, and political landscapes. Plus, get a surprising glimpse into Jodie's creative pursuit outside investment—writing.

The Global Pension Assets Study estimates global pension fund assets across 22 major pension markets (the P22). At the end of 2023 these markets had estimated pension assets of USD 55,688 bn, marking an anticipated 11% growth compared to 2022.
In our special bonus episode, we engage in conversation with Anastassia Johnson and Jessica Gao, researchers at the Thinking Ahead Institute. We discuss the study's significant figures, prevalent themes of the year, and anticipate challenges for the forthcoming year.
Resources mentioned:
Global industry study: Global Pension Assets Study – 2024 Press release: Global pension assets rebound past USD 55 trillion Article: The More Senior Your Job Title, the More You Need to Keep a Journal Research paper: Systemic risk | deepening our understanding Research paper: Systemic risk | adapting our practices

Join us for this captivating conversation with Daniel Hochman, Head of Sustainability Research at Bridgewater Associates, on the latest episode of Sustainability shapers. Explore Daniel's background and the vital role of decarbonisation for a sustainable future.

Uncover Bridgewater's research methodology as we dissect emissions distribution and pinpoint transformative sectors. We discuss the crucial need to seamlessly integrate sustainability into core business practices, fostering a comprehensive 360-degree understanding. Additionally, gain insights into the impact of science fiction in nurturing the ability to envision different possible futures.
Resources mentioned:
Book series: Frank Herbert- Dune Book series: Isaac Asimov- Foundation Please see here for important disclosures and other information.

In this episode of "Sustainability Shapers," Piet Klop, Head of Responsible Investment at PGGM, delves into the pressing concern of water depletion. Learn more about Piet himself including how he feels about the importance of connection to nature.
Discover how PGGM manages water risk in its portfolio, exploring metrics, engagement, and opportunities aligned with the Sustainable Development Goals. Piet emphasises the need for the financial sector to address location-specific risks and reflects on the challenge of ecosystem degradation. Join us for an insightful conversation with this sustainability leader.
Resource mentioned:
Tool: World Resources Institute- Aqueduct Water Risk Atlas Research paper: PGGM- Sustainable Development Investments (SDIs) Taxonomy & Guidance