Research

Research agenda 2020

2020 research agenda 

December 16, 2019
 Sustainability and climate change
Sustainability is an area that continues to grow in significance for the industry. While broad, it is an area we are well-placed to tackle, given our past work and current passion. Well-attended sustainability summits in London and Melbourne led to the creation of a very comprehensive action blueprint for the whole investment industry and the Institute.
Our first area of focus will be the +1.5C portfolio with the aim of identifying the key characteristics of the future economy (and hence the future investment opportunity set) that are consistent with global warming of no more than +1.5C above pre-industrial levels. This, of course, defines a destination rather than necessarily telling us how we can get there. But it is a destination that we consider has been inadequately articulated so far. We expect to build on this work in a number of ways eg the implications for how the fiduciary role is defined, for stewardship and corporate governance responsibilities and for other aspects of the investment process.

Publications 

  

Sustainability hub

1.5 degree portfolio
4 3 2 1 pin code
Sustainability hubThe +1.5C portfolioThe 4-3-2-1 pin code

Multimedia 

  
Purpose and value webinar series overview Beliefs to action
 
Purpose and value
creation webinars
Beliefs to action webinars 
The power of culture
We plan to build out our work on culture and have launched a global peer study on investment culture, leadership and diversity. This study aims to improve the narrative on culture; to formalise ways that culture can be measured and managed; to explore the idea of ‘culture by design’ and to make the link between strategy and culture more tangible and achievable. This follows our recently updated paper: The impact of culture on institutional investors.

Publications 

  
Power of culture

Culture paper
The evolving role of culture
The power of culture study The impact of culture on
institutional investors 
The evolving role of culture
Whole of identitySafe zone We need deeper thinking on diversity
Diversity means embracing
whole identity


Creating safe zones for
team decisions

Stronger theory: we need
deeper thinking on diversity


 
The Total Portfolio Approach
The TPA working group continues to build on the findings of a global peer study into the asset allocation practices and aspirations of leading asset owners, including the TPA approach to portfolio construction. To progress the TPA concept further we are planning to host a symposium, built around the group’s conclusions, on Wednesday 11 March in Sydney.

Publications 

TPA
Total Portfolio Approach 
Universal ownership
The Institute has been researching, and involved in, the universal ownership conversation for a number of years and we will launch a survey on the subject early in 2020. We hope to use the results of the survey to inform a summit planned to be held in Cambridge in May 2020. Look out for more details on this research and event.

Publications 

  
Asset Owner 100

Asset Manager of Tomorrow
Climate change as framed by Asset Owners
The Thinking Ahead Institute's
Asset Owner 100
Asset manager of tomorrow
Climate change as framed
by asset owners

Multimedia 

Beliefs to action Roger Urwin podcast
A conversation with John
Green and Liza McDonald
Podcast: Universal Owners


If you are a member and would like to find out how to get involved with our research agenda, just click here.
 
Events
2020 events agenda

Multimedia
Videos and podcasts

Surveys
The world's largest fund managers - 2019
The world's largest pension funds - 2019
Global pensions assets study - 2019
Asset owner 100 - 2019 


We were proud to be a finalist at the Finance for the Futures 2019 awards, for the category of Driving change through education, training and academia.