Reframing infrastructure in the new portfolio context

Incorporating infrastructure opportunities into an investment mandate is a lot more complex than it used to be, as funds open their minds to new categorisations while keeping an eye on infrastructure’s traditional role of preserving capital, a group of experts has discussed.

Stephen Kotkin on why greenwashing is pervasive

Greenwashing is pervasive and it’s no mystery why, according to Professor Stephen Kotkin, who says governments continue to sign on to mandates they cannot meet, and investors pledge commitments they cannot redeem, creating a lucrative industry in greenwashing.

Lessons from endowment investing in alternatives

Prior to joining Blackstone, Joe Dowling led Brown University’s endowment fund, as chief executive and previously a chief investment officer. Over trailing three, five, and 10-year periods, Brown endowment is placed in the top ventile of its peers, according to data maintained by Cambridge Associates. This session drew on his experience to discuss the lessons … Read more