UAO Fiduciary
Norway’s spending rule is where intergenerational duty becomes arithmetic
Norway’s spending rule is where intergenerational duty becomes arithmetic
Contributor
UAO Editorial
UAO Fiduciary
Inequality gets recast as a portfolio risk, not a values question
Inequality gets recast as a portfolio risk, not a values question
UAO Fiduciary
Nature moves from voluntary framework to ISSB-aligned standard-setting
Nature moves from voluntary framework to ISSB-aligned standard-setting
UAO Fiduciary
A quiet proxy season — just as the scaffolding under the vote shifts
A quiet proxy season — just as the scaffolding under the vote shifts
UAO Fiduciary
The AI-debt cluster every passive owner is increasingly exposed to — and cannot fully diversify away
The AI-debt cluster every passive owner is increasingly exposed to — and cannot fully diversify away
UAO Fiduciary
The net-zero owners quietly pivot from exit to financing the transition
The net-zero owners quietly pivot from exit to financing the transition
UAO Fiduciary
Two competing fiduciary-process models are hardening on opposite sides of the Atlantic
Two competing fiduciary-process models are hardening on opposite sides of the Atlantic
UAO Fiduciary
UAO Fiduciary: Washington rewrites the rules of duty
The weekly briefing on fiduciary duty for the world's largest owners.
When "diversified" became a concentration bet
The June 23 rout exposed the universal owner's real risk: index concentration you can't diversify away — and bonds that no longer cushion it.
UAO Fiduciary
Net zero targets for insurance companies
Global insurers are embedding net zero commitments into governance and portfolio management. We examine the mechanics, enforceability, and implications for long-term capital allocation.
UAO Fiduciary
TCFD explained
The TCFD framework has become the de facto global standard for climate-related financial disclosure among institutional investors and corporate boards. We explain its structure, adoption rates, and implications for long-term capital allocation.
UAO Fiduciary
Energy transition investing explained
Energy transition investing channels institutional capital into renewable infrastructure, grid modernisation, and decarbonisation. We explain asset classes, return profiles, and governance frameworks for long-term allocators.