Ep. 38: IFM's David Neal on Harnessing the Potential of Pension Capital

Going Long

Sarah Williamson and David Neal discuss the history and evolution of IFM Investors, the importance of stakeholder engagement for infrastructure investments, adopting a "profit-to-member" philosophy, and more.

• Overview of the Australian superannuation pension system and how it is structured to give individual choice (5:46)
• How the "profit to member" concept drives investment decisions at Australian pension funds (9:32)
• The origin story and investment philosophy behind IFM Investors (11:45)
• Why an "open-ended" fund structure allows for a longer investment time horizon (18:00)
• The importance of considering all stakeholders, including local communities, when making infrastructure investments (16:01)
• How institutional investors can promote solutions for major issues like climate change (24:33)
• Advice for designing pension systems globally that focus on member outcomes (31:41)