Latest from IPE Magazine – Page 37
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Special ReportCorporate reporting: UK pivots to a forward-looking view on climate transition plans
The Transition Plan Taskforce has given its final recommendations for climate transition plans. If adopted by the FCA they will lead to a step-change in reporting by financial institutions
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FeaturesIPE Quest Expectations Indicator - November 2023
IPE’s monthly poll of market sentiment, asking 50 asset managers about their six to 12-month views on regional equities, global bonds and currency pairs
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Opinion PiecesSweden’s Alecta seems immune from criticism but beware the watchdog
Right now, Alecta cuts a strange figure – one of Europe’s biggest pensions institutions wounded after gaping investment losses, and sustaining still worse injuries from the monopolistic hubris it leaves in its wake.
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Opinion PiecesSEC cracks down on private equity and hedge funds
Pension funds, university endowments, insurance funds, and other institutional investors have long called for more transparency about their investments in private equity and hedge funds.
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Opinion PiecesPensions a bright spot for Australia
By 2063, Australia’s relatively youthful treasurer, Jim Chalmers, will be 85 years old and likely well into retirement.
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Opinion PiecesTrade finance – a sustainable asset class for institutional investors?
Trade financing, according to the Asian Development Bank (ADB) in an analysis from September* “is critical for enabling international commerce and driving international development and poverty reduction”.
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Special ReportA blueprint for a transition-aligned financial architecture
Investors, governments and the entire international financial architecture must design their own their transition plans
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Special ReportPhase two of Climate Action 100+: five reflections
The landmark collaborative investor engagement initiative must prove its worth
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Special ReportWhat should EU investors do if the Republicans win the White House?
Sustainability-minded investors should wake up to the challenge of right-wing populism and its threat to climate policy
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Special ReportETFs Guide 2023: Innovation challenges concentration as investors spread their ETF wings
ETFs’ steep upward trajectory continues, driven, as industry participants note, by their low cost, simplicity, and flexibility as an allocation tool. Globally the value of assets invested in ETFs, some $10.7trn (€10trn) at the end of August 2023, is 17.5% higher than at the same point in 2022, according to consultancy ETFGI. In Europe the increase was greater, at 20.8%, but from a much smaller base, with total investment in ETFs now standing at $1.7trn, with the lower take-up still being attributed to less favourable tax treatment.
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Country ReportNetherlands pensions report 2023: Dutch funds plot move back into active investing
Several large Dutch pension funds are planning to move back into active management while others choose to go passive and further tweak their indices. But these two trends are not as contradictory as they may seem
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Special ReportAI special report: Could investment management be transformed?
While many foresee a variety of roles for artificial intelligence, critics believe it has a limited role in crucial asset management activities
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Special ReportInnovation and choice challenge the established players
The wonderful breeding ground of ETFs means that you can now allocate to any sector or specialism you like, from artificial intelligence to recycled gold; export-tilted Japanese companies to carbon credits. New launches this year include Texas Equity, following the fortunes of companies headquartered in the Lone Star State; the euphoniously named Clouty Tune, which brings global exposure to music, entertainment and media; and Breakwave’s Tanker Shipping ETF, which tracks an index for crude oil tankers.
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Asset Class ReportsEmerging market debt: Corporates struggle to sway bond investors
There are mixed views about the prospects for emerging corporate debt, despite the sound fundamentals
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Special ReportCase study: How CalSTRS uses ETFs to support the energy transition
The California State Teachers’ Retirement System (CalSTRS) manages US$315.6bn (€294.3bn) on behalf of teachers and education staff in the state of California. Environmental considerations and the transition to a low-carbon economy are high priorities for the pension fund, which is one of the biggest public sector funds in the US.
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Country ReportDutch pension funds evaluate member benefits and portfolio changes ahead of the transition
Early movers in the transition to a new Dutch pension system believe members could gain better benefits than under the old system
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Special ReportInvestors turn to AI for ESG data
Artificial intelligence has a potentially large role in sustainable finance, but the challenges are significant, making it hard for investors to take a clear view
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Asset Class ReportsLocal currency emerging market bonds are back in the spotlight
Partly thanks to the weakening of the US dollar, local currency emerging market sovereigns are now offering healthy yields, and should continue to perform well
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Special ReportWho will be the asset management tech and data arms race winners?
Investment in technology and data is having a positive impact on asset managers’ revenue and market share, according to Casey Quirk
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Country ReportClouds on the horizon for the fiduciary model in the Netherlands
Demand for fiduciary services has been buoyant but there are few predictions for a healthy future pipeline as the pension transition deadline approaches
