The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Mizuno: GPIF brand-name active managers delivered zero net alpha over 20 years
“GPF's brand name active managers portfolio delivered zero ultra net of fee. Over almost 20 years of GPF history.”
Mizuno: Only two passive managers earned extra fees for stewardship at GPIF
“And by the time I left, there are only two passive managers who proposed their GPIF, their new business model with specific KPI, how to improve their stewardship activities, and they received extra layout fees from the GPIF.”
Mizuno: GPIF portfolio analysis revealed a 3-degree global warming trajectory
“Unfortunately, last year, we used the T-Safety framework and came up with a conclusion that our portfolio on the path of the three degree instead of two. And that means the world is on that trajectory.”
Mizuno: GPIF shifted asset allocation from mostly bonds to 50% equities
“I was a member of the trustee board at that time when the other, you know, GPI made a decision to change the asset allocation from the mostly Japanese government bond to half equity portfolio.”