Contents


16


Interview: Mark Fawcett Nest’s CIO discusses growth, ESG and a common purpose.


30


Picking an asset manager Looking for an outperforming fund manager? This is the article for you.


34


Artificial intelligence Will using AI to pick stocks give investors an advantage?


38 Property


A look at the trends shaping institutional investment in bricks and mortar.


6 News


10 Noticeboard 11 The Big Picture 14 Industry view


22 ESG: Industry view 23 ESG: News 42 The final countdown


Issue 90 | February 2020 | portfolio institutional | 5


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