August 2026

Healthy Longevity as Regenerative Capital: AI-Enabled Prevention, Senior Re-employment, and Climate Risk

By Jules SADEFO KAMDEM Population ageing and climate change jointly threaten the functional capacity that sustains autonomy, labour supply, productivity, and fiscal resilience. This paper develops a continuous- time, age-structured model in which healthy longevity is a regenerative form of human capital. Cohort health is exposed to biological depreciation, a standardised heat-stress state, diffusion risk, and marked compound-Poisson losses. Prevention, climate adaptation, education, and effectively accessible artificial intelligence can offset avoidable depreciation. AI is accumulated as a depreciating capital stock...

UK pension fund wants a climate tipping points analysis

UK’s largest pension fund wants to understand climate tipping points UK’s Nest, the countries public workplace pension scheme, is seeking proposals to understand how climate tipping points could impact portfolio resilience. Climate scenarios such as those from the Network for Greening the Financial System (NGFS), often do not include tipping points, which are abrupt, often irreversible, changes to the Earth’s ecosystem. Some tipping points have already been breached or are close to be being breached, such as the bleaching of coral reefs. Nest...

Which nature investments pay off? Here’s what a decade of data says

This piece was originally published as a Forum Story under Nature and Biodiversity for World Economic Forum on August 5, 2026. Private capital investments in nature projects have increased roughly five-fold over the last decade, reaching $14 billion in 2025. Recent research shows institutional investors are backing a broader range of nature investments as the market matures. Four investment trends show how institutional investors’ approach to nature has evolved over the past decade. A decade ago, $2.8 billion in private capital flowed into...

Swedes show ‘renewed willingness’ to make sustainable investments

Swedes are more willing to pay for sustainable investments, despite subdued confidence that said investments will deliver higher returns, the latest Sustainability and Consumer Finances Survey (SUSY) has found. According to the survey, as of 2025, some 23% of Swedes are willing to pay higher fees for sustainable investments, compared with 16% in 2024. The share of individuals willing to accept a lower pension in exchange for holding a sustainable investment portfolio has also increased, from 11% to 15%. At the...

US. Large pension funds oppose SEC climate rule rescission

Several large public pension funds filed comments opposing the Securities and Exchange Commission's (SEC) proposal to rescind its 2024 climate-risk disclosure rule. They wrote that eliminating standardized greenhouse gas emissions reporting would increase costs for investors and reduce the quality of information available for investment decisions. The SEC proposed rescinding the rule on May 29, 2026, and the public comment period ended on Aug. 3. SEC Chair Paul Atkins said the rule was "a dramatic overreach of the Commission's statutory...

July 2026

Simplified asset manager sustainability reporting could hamper green investments

Asset manager reporting exemptions under the finalised ESRS could create a ‘significant blind spot’ for their sustainability performance Asset managers are the latest group to benefit from revisions to sustainability reporting requirements, as EU and UK regulators look to simplify disclosure frameworks. The European Commission has adopted its finalised sustainability reporting standards, which were revised under its first sustainability omnibus package. The new ESRS will reduce the number of mandatory data points by more than 60 per cent and the number of...

Danish fund cuts US exposure in fossil fuel investment revamp

Danish pension fund Sampension is set to exclude seven American upstream companies in a bid to revamp its fossil fuel investment plans. While company names were not disclosed, Sampension has said it will simultaneously maintain exposure to seven European majors – Aker BP, BP, Eni, Equinor, OMV, Repsol and Shell. Additional exclusions also apply to two undisclosed companies, one Chinese and another European. The fund says the war in Iran contributed to its decision. “As we see it, the Iran war...

June 2026

Heatwaves could ruin your pension, according to UK’s Pensions Professionals

Heatwaves are jeopardising retirement as extreme weather events threaten investment returns, the pensions industry has warned. Climate change is becoming a major risk for trillions of pounds in pension savings as increasingly unpredictable weather damages assets, disrupts supply chains and hits productivity, according to a report by the Society of Pension Professionals (SPP). Calum Cooper, the president of the SPP, said: "Put simply, you can't separate the future of pensions from the future of the economy. And you cannot separate the...

May 2026

Q&A with a portfolio manager – the evolution of impact investing

Japan’s Government Pension Investment Fund (GPIF)1 – the world’s biggest pension fund – has made impact investing a key focus, while several major pension funds in France2 publicly announced similar intentions in 2025. Five years ago, impact investing might have been confined to more of a niche within our client base. Today, many clients across different segments are actively looking to allocate capital to such strategies, to generate financial returns, while also addressing pressing societal challenges. As climate change, geopolitical instability and...

Analysis of climate risk reporting across UK pension schemes

By XPS Group 2025 has shown that climate change is no longer a distant risk. It's a force that's already shaping economies, societies and investment markets. While government policy remains fragmented, UK pension schemes remain exposed to the risks of worsening climate outcomes, and to opportunities that arise from a faster transition to a green economy. Our fourth annual Task Force on Climate-related Financial Disclosures (TCFD) review examines how 49 UK pension schemes, representing £420bn in assets, are addressing climate change...