Conference Presentation, Fireside Chat, Panel
Forging Asset Owner Alliances for Capital Deployment: Brazil & Beyond | Global Investors' Symposium
- Global ESG investment is projected to grow despite headwinds, having increased 12% globally this year.
- Polling by the Milken Institute and Harris Poll covering 77% of young people indicates an expectation that investors will increasingly discuss the economics and optimistic future of climate solutions.
- Ontario Teachers' Pension Plan, managing approximately 270 billion in assets, plans to integrate climate risk and energy transition opportunities across the asset life cycle to provide stable risk-adjusted returns for over 340,000 teachers.
- Ontario Teachers' Pension Plan expects to participate in COP conversations and decisions to avoid myopic viewpoints and ensure industry-wide discussions across geographies.
- Future Fund of Australia, managing around 330 billion Australian dollars, plans to utilize systems thinking derived from nature to spark curiosity within its investment team.
- Future Fund intends to nudge asset managers to increase focus on nature and biodiversity, building on stewardship that already embeds these considerations.
- Future Fund projects that nature serves as both a risk and an opportunity, acting as a model for systems thinking with feedback loops paralleling market operations.
- CREO, working with approximately 210 family offices representing about 1 trillion AUM, expects continued interest from families in LATAM, APAC, and Australia entering the climate investment space.
- CREO forecasts that institutional asset owners are moving forward with investments rather than course-correcting, based on interviews with 14 leading institutions.
- Regine Clement predicts the narrative that climate action conflicts with fiduciary duty will cease to hold, expecting this shift to spread widely.
- Regine Clement observes investment strategies evolving from net-zero commitments focused on carbon reduction to comprehensive strategies including decarbonization and engagement.
- Regine Clement notes climate considerations are becoming deeply embedded across organizations, consolidating top-down and bottom-up approaches into best practices alongside sustainability teams and asset class leaders.
- Amy Hepburn expects collaboration to become the new competition, with the Investor Leadership Network (ILN) moving forward through partnership rather than individual action.
- Amy Hepburn projects the ILN's partnership with FinDev Canada will launch the first-ever Investor Infrastructure Council for the G7 to unlock capital in blended finance with replicability in developed contexts.
- Ontario Teachers' Pension Plan expects to shift messaging to the COP presidency from virtue signaling toward evidence-based pragmatism.
- Ontario Teachers' Pension Plan anticipates sophisticated investors will allocate capital to manufacturing, supply chains, and infrastructure to prevent capital starvation of the energy transition.
- Kirsten Simpson expects to use the time in Belem to voice Future Fund interests and ensure the fund is heard regarding progress.
- Amy Hepburn projects the current period as the "implementation COP," requiring a shift from high-level conversation to pricing opportunities and moving beyond platitudes.
- Amy Hepburn expresses hope that investors are serious about leveling up practice and partnering, while noting a persistent trust deficit between public and private sectors.
- Amy Hepburn expects partnerships to be non-performative and deeply impactful, requiring clarity and humility to bridge the trust deficit without delay.
- Kirsten Simpson expects a successful Australian bid to host the next year's COP in collaboration with the Pacific to unlock capital and showcase economic transformation.
- Kirsten Simpson notes the Pacific has a long track record of climate leadership but is on the front line of climate impacts, expecting hosting duties to highlight these challenges.
- The Milken Institute plans to build the Brazil and Beyond roadmap beginning at the Middle East Africa summit in December, with future events to follow.