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Contents


14


Interview: Matthew Cox The investment director of environmental and social justice charity Esmée Fairbairn dis- cusses being a good guardian and keeping calm in the face of troubled markets.


46 Diversity


Research claims that diverse fund managers can produce better returns. Getting there is the challenge.


50


Volatility Could bonds come stronger out of the chaos caused by the mini budget?


24


Private equity Views on the future of the asset class differ. We put them under the microscope.


32


6 News 8 Noticeboard


ESG and supply chains Supply chain scandals can dent reputations as well as a corporate’s bottom line. So how can investors make sure their portfolio com- panies are not exposed to such risks?


9 The Big Picture 10 Industry view


29 ESG Industry view 30 ESG News


45 Diversity News 54 The final countdown


Issue 118 | November 2022 | portfolio institutional | 5


Page 1  |  Page 2  |  Page 3  |  Page 4  |  Page 5  |  Page 6  |  Page 7  |  Page 8  |  Page 9  |  Page 10  |  Page 11  |  Page 12  |  Page 13  |  Page 14  |  Page 15  |  Page 16  |  Page 17  |  Page 18  |  Page 19  |  Page 20  |  Page 21  |  Page 22  |  Page 23  |  Page 24  |  Page 25  |  Page 26  |  Page 27  |  Page 28  |  Page 29  |  Page 30  |  Page 31  |  Page 32  |  Page 33  |  Page 34  |  Page 35  |  Page 36  |  Page 37  |  Page 38  |  Page 39  |  Page 40  |  Page 41  |  Page 42  |  Page 43  |  Page 44  |  Page 45  |  Page 46  |  Page 47  |  Page 48  |  Page 49  |  Page 50  |  Page 51  |  Page 52  |  Page 53  |  Page 54  |  Page 55  |  Page 56