The long and the short of it Investment insight March 10, 2017 Limits to growth? Investment insight February 9, 2017 FCLT conference – London, 9 November 2016 Investment insight December 20, 2016 “To minimise the cost of investment” Investment insight December 16, 2016 Integrated Reporting (2016 London Roundtable) Investment insight November 24, 2016 Optimal mixes of cost, skill and value (2016 London roundtable) Investment insight November 23, 2016 Fundamental limits to prediction Investment insight September 21, 2016 The unfortunate consequences of the quarterly earnings cycle Investment insight May 19, 2016 Previous 1 … 3 4 5 6 Next Topics 3D Investing Asset class focus Beliefs Climate change Culture Defined contribution Diversity, equity and inclusion Governance Risk Stewardship Strategic asset allocation/Total portfolio approach Sustainability Systems thinking Technology Transformation Value creation Wider perspectives