UAO Fiduciary
Norway’s spending rule is where intergenerational duty becomes arithmetic
Norway’s spending rule is where intergenerational duty becomes arithmetic
Topic
UAO Fiduciary
Independent reporting on fiduciary duty, climate, stewardship and systemic risk for the institutions that allocate the world's long-term capital.
Latest in UAO Fiduciary
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.
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.
UAO Fiduciary
Net zero targets for sovereign wealth funds
Leading sovereign wealth funds are embedding net zero commitments into governance frameworks. We examine how the world's largest allocators—from Norway to Singapore—are translating climate pledges into portfolio policy.
The Daily Brief
The morning briefing for the people who allocate long-horizon capital.
Research, charts, video and podcast analysis for the institutions investing at the scale of the world.
Five minutes, five days a week. Free. Built for institutional capital.
You’re on the list. Tomorrow’s brief will arrive in your inbox.
Please enter a valid email.