Ten Strategies for Pension Funds to Better Serve Their Beneficiaries

21 Pages Posted: 22 Jun 2013

See all articles by Keith Ambachtsheer

Keith Ambachtsheer

University of Toronto - Joseph L. Rotman School of Management

Rob Bauer

Maastricht University; European Centre for Corporate Engagement (ECCE)

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Date Written: June 20, 2013


For two days in June 2013 over 80 board members, senior executives and investment professionals from 40 pension organizations in 12 different countries gathered at the University of Toronto’s Rotman School of Management. The purpose was to examine and discuss five action steps investment institutions could take for the good of their own beneficiaries that would at the same time promote “the greater good” by fostering a more sustainable form of capitalism. Another action call was to design and implement concentrated, long horizon investment mandates that require constructive investor engagement. The workshop was organized by the Rotman International Centre for Pension Management (ICPM) and Generation Foundation, which is funded by Generation Management founded by former U.S. Vice President Al Gore and investment banker David Blood. The focus point for the workshop was a White Paper from Generation Foundation on “sustainable capitalism.” Gore kicked off the workshop with a review of the key messages from the White Paper. The outcomes of the workshop include ten strategies for pension funds to better serve their beneficiaries.

Keywords: sustainable capitalism, stranded assets, quarterly earnings, integrated reporting, executive compensation structures, constructive investor behavior

Suggested Citation

Ambachtsheer, Keith and Bauer, Rob, Ten Strategies for Pension Funds to Better Serve Their Beneficiaries (June 20, 2013). Available at SSRN: https://ssrn.com/abstract=2282520 or http://dx.doi.org/10.2139/ssrn.2282520

Keith Ambachtsheer (Contact Author)

University of Toronto - Joseph L. Rotman School of Management ( email )

105 St. George Street
Toronto, Ontario M5S 3E6 M5S1S4

Rob Bauer

Maastricht University ( email )

P.O. Box 616
Maastricht, 6200 MD
+31 43 3883871 (Phone)

European Centre for Corporate Engagement (ECCE) ( email )

Tongersestraat 53
Maastricht, 6211LM

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