Thinking Ahead Institute

Global pension funds are facing increasing political pressure to alter investment strategies, according to The Thinking Ahead Institute (TAI), with governments able to exert “considerable influence” on net zero policies and domestic investment.

Systemic risk is difficult for investors to grasp because it’s no big deal – until it is. And unless investors adopt a “vastly different” mindset about pricing, it’s going to get a lot worse.

Global pension assets fell sharply in 2022, but the “global polycrisis” that caused the chaos is unlikely to be a one-off, according to the Thinking Ahead Institute.

Much of the work Willis Towers Watson does for Australia’s largest allocators is now around investment governance. But the tyranny of distance means the local scene can be a bit of an “echo chamber”.

As the world’s top 100 asset managers grow to awesome size, they’re confronted by a “complex and uncertain” macro environment and need to prepare for the burgeoning systemic risks of climate change.

Australia’s superannuation system is leading the world in pensions, but the broader market is still missing opportunities on stewardship and technology. The Thinking Ahead Institute’s 2022 Global Pension Assets Study has named Australia the world’s number one pension market, with 20-year pension asset growth of 11.3 per cent per annum in US dollar terms. The…

The world’s major pension systems enjoyed their strongest year, last year, for growth compared to GDP, since 1998. The bad news, of course, is that the average 11.2 per cent rise for many countries this helped by stalling or falling GDP. The annual ‘Global Pension Assets Study, 2021’ from the Thinking Ahead Institute based in…

Thanks largely to the mega funds of Japan, China, and Singapore, the Asia Pacific region heads the world in the concentration of the top 100 fiduciary investment organisations. And these funds are increasingly changing the philosophies and investment styles of all funds. A report published last week by the Thinking Ahead Institute (TAI), the independent…