ITAÚ: Talkin’ Bout a Revolution (With a Nod to the Beatles)

I recently had the pleasure of addressing a large group of pension fund managers. That talk & this piece fleshes out two themes of mine - one old and one new. The old is the Tri Polar World View (TPW) - an environmentally sound, socially aware and pro governance global growth model. The new is the coming revolution in the long term investment management (LTIM) space which I expect to have an effect akin to the Yale Model. The trifecta of low returns, rising longevity risk and deteriorating demographics requires it… the question is how to survive it. See inside for a 7 step program to do just that.

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