2 Letter from the Editor
4 SCENE + HEARD
Women Mean Returns
Listening to the Greenback
8 RESEARCH + REVIEW
Private Equity’s Optimistic
Growing Appetite for Alternatives
ESG No Longer a “Niche Product”
12 STRATEGY + TACTICS
Are TDFs Ready for Private Equity?
Will GTAA Prove Itself?
Is It Gold’s Time to Shine?
10 Investment Themes for ESG
Hackable automobiles, blockchain,
wage gaps and plant-based proteins
are all part of the equation for ESG
investing. Doug Morrow researches the
industry leaders heading the waves.
34 COVER STORY
Lifting the Veil
How ESG brings transparency to
the fastest growing markets.
40 ON THE JOB
Dodging the Outsourcing Minefield
Due diligence is not just corporate
wallpaper: it’s your insurance
policy when you have to defend your
46 PLANNING AHEAD
The Longevity Adjustment
Do new mortality tables require updates
to LDI allocations? What CIOs need to
consider before 2018.
Tougher investment climate dampened
raises, but many chief investment
officers earned their compensations.
CON TE N TS