Webinar Recording: using a narrative scenario approach for asset allocation

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  • Опубліковано 17 гру 2024
  • In this pensions deep dive, run by A4S, Mirko Cardinale, Head of Investment Strategy, USS Investment Management shared insights on using a narrative scenario approach within the top-down investment decision-making process. He talked through the implications of narrative scenarios for USS's thematic investment outlook and strategic asset allocation positioning.
    Speakers:
    Mirko Cardinale, Head of Investment Strategy, USS Investment Management and co-author of 'No Time To Lose', which sets out a new climate scenario approach.
    Watching this presentation will enable viewers to understand:
    Challenges to current scenario approaches
    Adopting a narratives-based approach
    Incorporating scenarios in the investment process (including thematic horizon scanning and portfolio quality assessment) and the strategic allocation process

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