Ian Patrick, Chief Investment Officer of Australian Retirement Trust, and Oleg Ruban, Head of APAC Research at MSCI, dive into the evolving landscape of investment strategies. They discuss the shift to a Total Portfolio Approach, highlighting how climate change and AI are shaping decisions. The duo explores the cultural hurdles in finance that hinder collaboration, emphasizing the need for flexibility and a holistic view of capital allocation. Their insights shed light on why some institutions are embracing this transformative strategy while others remain cautious.
