Strategic asset allocation | A new SAA paradigm?

Should long-term institutional investors incorporate mega trends into their strategic asset allocation thinking?

20 Nov 2018
  • Demographics, technology and innovation and sustainability and climate change are three key global factors we believe investors should focus on.
  • The evolution towards a long-term investment framework based on global themes requires a new mindset and investors with a long-term investment horizon need to adapt to this change.
  • The changes required are broad and touch upon several aspects of the asset allocation process, governance and the required skills and mindsets, in short, a new paradigm for long-term investing.