Research index

Index of all research papers published since 2015, sorted by research stream

This page provides an index, by topic, of all Thinking Ahead Institute research published since 2015. There are numerous slide decks that underpin these research publications, these are all available to members on request.

TopicResearch Papers
Asset classes of tomorrow Asset classes of tomorrow – private equity
The asset owner of tomorrow
The asset manager of tomorrow
The Thinking Ahead Institutes assessment of the Smart Leadership. Sound Followership
Stronger Investment theory
Chinese capital markets
Securitisation meets blockchain
Private equity
Asset class focus: CreditAlternative credit – no time like the present
Credit and COVID-19 – key considerations
Preparing Buy & Maintain credit portfolios for net zero: Start now but be thoughtful
ESG in liability-driven investment and money market mandates
Private debt – opportunity in uncertainty
Investing in tomorrow: Sustainable and impact investing in private debt
An asset owner’s guide to fixed-income ESG integration
Preparing Buy & Maintain portfolios for Net Zero
Looking to improve stewardship
The rights of perpetual creditors
Asset class focus: Liquid diversifyingHedge funds: The industry strikes back
Asset class focus: Listed equityThe merits of a stand alone equity allocation to China
Why we believe NOW is the time for active equities
Asset class focus: Private equitySustainability in private equity
The coming of age of private equity secondary investments
Unlocking opportunities in climate solutions: A private equity perspective
Private equity and inflation
Institutional allocation to private equity
Finally…private markets for the masses?
Private markets: A compelling returns story
Private Equity and Covid-19
Asset class focus: Real assetsThe demise of the office may be premature
ESG in real assets
The burgeoning role of secure income
The future of biodiversity – no time to stop and smell the roses
Building diversity and inclusion in the construction industry
Out of office: The status of the U.S. office property sector amid bank turmoil and remote work
Culture
Smart leadership. Sound followership.
Investment beliefs to change the climate trajectory
The importance of beliefs: Building a better map*
Culture – the organisational superpower
The Power of Culture – research paper
Running more inclusive meetings
Better decision-making: a toolkit
Collective decision-making in action
It’s story time: The why, how and what of scenario learning
How to choose?
The impact of culture on institutional investors – 2019
Culture as a measurable edge*
Culture and leadership*
The impact of culture on institutional investors
Decision-makingMore efficient market exposures; using beta prime families*
Collective decision-making in action
Fundamental return attribution
Better decision-making: a toolkit
How to choose? 
Defined contributionAustralia’s proposed Your Future Your Super reforms
Defining moments: The pensions and investment industry of the future*
DC: the engagement tree
Lifetime income – the DC system’s missing design feature
DC: the movie
Proposing a stronger DC purpose
Compendium of DC research*
Shifts for the DC organisation of tomorrow
Diversity, Equity & InclusionDiversity in the asset management industry: on the right track, but at the wrong pace
Spotlight on DEI
5 inclusion and diversity questions for asset managers
Investment as a ecosystemCase studies from the ecosystem – applying an ecosystem perspective*
System thinking and investment – introducing the ecosystem perspective
Integrated reporting Integrated reports
Long-horizon investingLong-horizon investing webinar
Investing in equity factors for the long run (joint with Amundi)
What you think you become
Patience: not merely a virtue but an asset
Converting the 99 – long-horizon investing beliefs
The search for a long-term premium 
General investmentSystemic risk | adapting our practices*
Systemic risk | deepening our understanding*
What if? Balanced scorecards for clients*
Going from good to great
Extreme risks
An agenda for change
Absolute return and ten-year mandates*
The future of asset management*
Stronger investment theory
To bonus or not to bonus?
Compensation and incentives*
A Fairer Deal on Fees
Overview of stranded assets holistically framed – beliefs and values*
Integrating alpha and beta: axioms, principles and beliefs*
Integrating alpha and beta – governance issues*
Integrating alpha and beta: modelling assumptions for diversity mandates*
Exchange Traded Funds: Implementation vehicles for pension funds*
Going above and beyond: stronger investment theory and practice
Total Portfolio Approach (TPA)
Global Markets OverviewGlobal Markets Overview
State of the industryState of the industry – 2023
State of the industry – part III*
State of the industry – part II*
State of the industry – part I*
Sustainability and value creation
TAI film night: Thinking Ahead Institute and WTW action pack
TAI film night: Climate Culture action pack
Achieving your climate goals: case studies from global investors*
This is going to hurt: what halving of emissions by 2030 really means*
The ‘S’ of ESG | moving from interest to action
Pay now or pay later?
A six-step action plan for net-zero
Sustainability impact: An investors guide to communicating value created*
Sustainability portfolio construction
Coronavirus coverage
Investment beliefs to change the climate trajectory
1.5°C portfolio working group papers
Sustainability beliefs: a new measurement tool
Sustainability portfolio construction
Sustainability portfolio construction case studies
Mission critical: understanding value creation
Connecting the dots: understanding purpose in the investment industry
Sustainability webinar series – purpose and value in investment industry videos
Sustainability ‘beliefs to action’ webinars 
Scenario LearningIt’s story time: The why, how and what of scenario learning
Wot we wrote
(Investment insight compendiums)  
Risk, return and impact | moving towards 3-D investing
Value creation
Here be dragons 
Book reviewsAI superpowers – China, Silicon Valley, and the new world order
There is No Planet B by Mike Berners-Lee
Prosperity: better business makes the greater good by Colin Mayer*
Big Mind by Geoff Mulgan*
The End of Theory by Richard Bookstaber*
Doughnut Economics by Kate Raworth*

*Available to members only