Latest from IPE Magazine – Page 67
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Features
Pensions Insider: Silence can be golden
In the fifth of a series of articles aimed at empowering trustees, our insider gives an example of when openess could exacerbate a problem
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Features
Briefing: UK fiduciary management
In 2019, the UK government introduced reforms to the investment consultancy and fiduciary management sector. That followed a review by the Competition and Markets Authority (CMA) that identified competition problems.
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Features
Briefing: Dutch fiduciary management
A new pensions agreement between the Dutch cabinet and social partners last year requires nearly all Dutch pension funds to switch to a new defined contribution (DC) contract. It includes a lifecycle system and personal pension pots. The idea is to combine collective and individual components in one pension agreement.
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Features
Briefing: Insurance-linked securities
Hurricane Ida in late August and early September caused great damage to the southern coast of the US. Fortunately, for people in this area, insurance policies often cover destructions to their properties. Since covering such damage can lead to severe losses for insurance companies, they are keen to reinsure themselves.
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Features
Ahead of the curve: The good, the bad and the ugly of momentum investing
Last year proved a remarkable one for momentum strategies. The tech giants that had done so well in recent years continued to outperform at the beginning of 2020, and the same high momentum names were further buoyed by investors’ preference for the digital over the physical economy with the onset of COVID-19.
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Features
Research: A new understanding of investor satisfaction
Compelling statistics highlight the differences in the economic value of service quality in institutional markets
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Features
Fixed income, rates, currencies: Simmering tensions bubble up
After a reasonably peaceful summer – relative to the many previous volatile ones for capital markets, that is – simmering tensions are bubbling over, affecting many financial asset classes.
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Features
IPE Quest Expectations Indicator: November 2021
In Brazil, India and Japan, figures for new COVID-19 infections are low and descending. In the EU, they are low and rising, in particular in the former eastern bloc countries and areas. The US curve is going down fast from a high level. The statistics for Russia and in particular the UK are worrisome to bad. These two countries have relied on vector-based vaccines that are, on average, less effective.
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Special Report
Portfolio alignment: Methodology matters
The TCFD has updated its guidance to cover disclosing alignment with the Paris Agreement, with best practice outlined in a report by a team of experts
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Special Report
The prospects for green energy
Hydrogen and other green energy sources are beginning to attract private capital at scale
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Special Report
Green sentiment and its effects
A new type of index could help track demand for green assets
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Special Report
Research: The time for action is now
Capital markets alone cannot resolve the market failure and market inefficiency associated with global warming
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Special Report
Banks face scrutiny on carbon exposure
The 60 global lenders in the Net Zero Banking Alliance must present emissions targets by autumn 2022
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Special Report
Spatial finance: A data-driven perspective on industrial output
Artificial intelligence-enabled spatial finance data could help overcome poor and lagging data disclosure by listed and private companies
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Special Report
Stewardship: Heavy-lifting network
Groups like Climate Action 100+ can help index managers to target their investment heft in engagement with individual companies
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Special Report
Blended finance: Catalytic capital
Three examples show how innovative structures can mobilise institutional capital alongside development banks in high-impact emerging-economy projects
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Special Report
Strategy: Focus on real-world GHG
A portfolio decarbonisation framework for real-world greenhouse gas emissions impact
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Special Report
Strategy: Peak oil versus net zero: escaping the climate trap
Fossil-fuel use could continue to rise despite efforts to achieve climate neutrality