Working Papers

***NEW***  WP #48: The Logic of Net Zero Investment Portfolios: Positioning Long-Term Investors for Investment Outperformance by Carter Casady and Ashby Monk

***NEW***  WP #47: Saudi Arabia: From The Big Push To The Long Push. Building Resilience Beyond Vision 2030 by Khalid Alsweilem, Michael Lepech, Ashby Monk, and Malan Rietveld

WP #46: Talent Management in Institutional Investing: A Matter of Connection by Dane Rook and Ashby Monk

WP #45: Governing Your Way to Better Long-Term Returns: Higher-quality alpha from higher-quality data by Dane Rook and Ashby Monk

WP #44: Technological Disruption and Long-Term Investors: Managing Risk and Opportunities By Alistair Barker, Ashby Monk and Dane Rook

WP #43: De-Biasing Investment Decisions: The Role of Mindfulness By Barbara McEvilley, Ashby Monk and Jason Voss

WP #42: Investment Memos and Decision-Making: Translating better memos into stronger returns by Barbara McEvilley, Ashby Monk and Dane Rook

WP #41: Mechanics of Fund Diversification: Maximizing alpha while smoothing capital calls by Ron Akke, Dan Golosovker and Ashby Monk

WP #40: Capital Market Assumptions and Portfolio Construction: How capital market assumptions can power smarter portfolio decisions By Barbara McEvilley, Ashby Monk and Dan Golosovker

WP #39: Best practices for onboarding new technologies: Use these principles to improve the adoption of new technology by Barbara McEvilley, Ashby Monk and Dane Rook

WP #38: Historically Stressed: How to Make Stress-Testing and Simulation More Intuitive and Insightful by Dane Rook and Dan Golosovker

WP #37: The Keys to Sovereign Development Fund Success: Innovation, Collaboration & Commercial Focus by Carter Casady, Rajiv Sharma and Ashby Monk

WP#36: Economic Fitness as a Tool for Sovereign Development Funds by Khalid Alsweilem, Masud Z. Cader, and Malan Rietveld

WP#35: Submergence = Drawdown + Recovery by Dane Rook, Dan Golosovker, and Ashby Monk

WP#34: The ‘Investor Identity’: The Ultimate Driver of Returns by Ashby Monk and Dane Rook

WP#33: Optimal Multi-Horizon Portfolios with Forward-Looking Expectations and Loss Aversion: An Application To Sovereign Wealth Funds by Khalid Alsweilem, Mark Kritzman, and Malan Rietveld

WP#32: Resilience as an Analytical Filter for ESG Data by Ashby Monk and Dane Rook

WP#31: The Resilience Manifesto: Integrating ESG and Risk Management, in Investment Portfolios and Organizations by Dane Rook, So Young In, and Ashby Monk

WP#30: An Economic Case for Transparency in Private Equity: Data Science, Interest Alignment and Organic Finance by Ashby Monk, Sheridan Porter and Rajiv Sharma 

WP#29: Transparency and Innovation in Institutional Investing: How To Unlock Beneficial Investment Organizations’ Capital for Society’s Critical Projects by Ashby Monk, Dane Rook and Rajiv Sharma 

WP#28: Recipes for a Successful Exit for Clean- and Hard-tech Startups by Soh Young In, Ashby Monk, and Justine Lee

WP#27: Data Defense in Sustainable Investing by Dane Rook, Marcel Prins, and Ashby Monk

WP#26: Integrating Alternative Data (Also Known as ESG Data) in Investment Decision Making by Soh Young In, Dane Rook, and Ashby Monk

WP#25: Assessing Long-Term Investor Performance: Principles, Policies and Metrics by Gordon Clark and Ashby Monk

WP#24: Knowledge Management for Investors: Filling Knowledge Gaps via Networking and External Partnerships by Eduard Van Gelderen and Ashby Monk

WP#23: Knowledge Management in Asset Management by Eduard Van Gelderen and Ashby Monk

WP#22: Mobilizing institutional investor capital for climate-aligned development by Havard Halland, Adam Dixon, Soh Young In, Ashby Monk, and Rajiv Sharma 

WP#21: Managing Knowledge Management: Towards an Operating System for Institutional Investment by Dane Rook and Ashby Monk

WP#20: Financing Energy Innovation: The Need for New Intermediaries in Clean Energy by Soh Young In, Ashby Monk, and Janelle Knox-Hayes 

WP#19: Organic Finance in Action: Practical Tools for a New Paradigm by Rajiv Sharma, Rory Riggs, and Ashby Monk 

WP#18: An Integrated Control Tower: Coordinating and Unlocking Investment Capital for Clean Energy by So Young In, Ashby Monk, and Ashby Monk

WP#17: Is 'Being Green' Rewarded in the Market?: An Empirical Investigation of Decarbonization and Stock Returns by So Young In, Ki Young Park, and Ashby Monk

WP#16: A Simple Typology of Sovereign Development Funds by Adam Dixon and Ashby Monk

WP#15: Social Capital and Building an Institutional Investor's Collaborative Network by Ashby Monk, Rajiv Sharma, and Wen Feng

WP#14: 'Organic Finance': The Incentives in Our Investment Products by Ashby Monk and Rajiv Sharma 

WP #13: Re-Thinking Immigrant Investment Funds by Alan Gamblen, Christopher Kutarna, and Ashby Monk

WP#12: Sovereign Development Funds: Designing High-Performance, Strategic Investment Institutions by Peter Clark and Ashby Monk  

WP#11: Capitalising on Institutional Co-Investment Platforms by Ashby Monk and Rajiv Sharma 

WP#10: Re-Intermediating Investment Management by Ashby Monk and Rajiv Sharma 

WP#9: Getting Closer to the Action: Why Pension and Sovereign Funds are Expanding Geographically by Qais Al-Kharusi, Adam Dixon and Ashby Monk 

WP#8: Frontier Finance by Adam Dixon and Ashby Monk

WP#7: Principles and Policies for In-House Asset Management by Gordon Clark and Ashby Monk 

WP#6: Global Tactical Asset Allocation for Institutional Investment Management by Leo de Bever, Jagdeep Bachher, Roman Chuyan, and Ashby Monk

WP#5: Platforms and Vehicles for Institutional Co-­Investing by Jagdeep Bachher and Ashby Monk 

WP#4: Attracting Talent to the Frontiers of Finance by Jagdeep Bachher and Ashby Monk 

WP#3: The Design and Governance of Sovereign Wealth Funds: Principles & Practices for Resource Revenue Management by Adam Dixon and Ashby Monk 

WP#2: The Design and Governance of Sovereign Wealth Funds: Principles & Practices for Resource Revenue Management by Adam Dixon and Ashby Monk  

WP#1: Sovereignty in the Era of Global Capitalism: The Rise of Sovereign Wealth Funds and the Power of Finance by Ashby Monk