Latest from IPE Magazine – Page 92
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Special ReportThe heat is on: exploring the role of investors in slowing down climate change
While the Covid-19 crisis this year has had a devastating effect on society and global economies, it has had a positive impact on carbon emissions and has shown us all that it is possible to reduce our carbon emissions drastically. The goal now is to find a happy balance as we reignite global economies. Governments cannot drive progress on their own. So how can the investment industry play its part?
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Special ReportGetting active on stewardship
Providers of passive products like ETFs are no longer passive when it comes to stewardship. In active investment circles, stewardship has always sat naturally beside active stock selection as a way for portfolio managers to add value. That has not been the case on the passive side, where the focus has traditionally been on technical aspects of tracking indices, such as minimising tracking difference, to deliver for investors in terms of relative performance.
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Special ReportLow carbon ETFs: exclusion versus tilting
The rise in investor awareness of climate risks and the increased allocation to passive strategies is set to continue. Tilting is becoming an alternative or complementary approach to traditional exclusion approaches to reducing carbon exposure.
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Special Report
ESG: remarkable progress, evolving indices and futures growth
The unprecedented economic turmoil caused by the COVID-19 virus has led for calls to reshape the global economy to make it fairer and more environmentally sustainable. Campaigners are challenging governments to direct their record stimulus funds towards projects and investments that benefit broader society.
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Special ReportFive reasons pension funds are considering indexing for sustainable investing
Sustainable indexing gives pensions the clarity they need to build more sustainable portfolios, for the following reasons:
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Special ReportClassification: not for everyone
In May 2020, BlackRock, State Street Global Advisors, Invesco, Charles Schwab Investment Management and Fidelity Investments set out a new idea that would, they said, re-classify certain types of exchange-traded products and benefit investor transparency.
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Special ReportGetting what you pay for
Price wars are nothing new for passive asset managers, but the contest has been particularly intense in the exchange-traded funds (ETF) space as new and existing players jostle for position. While low cost is always a draw it is clearly not the only factor in the investment decision process.
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Opinion PiecesNasty problems can be overcome
The Nobel laureate Bill Sharpe once called defined contribution (DC) decumulation the “nastiest, hardest problem in finance”.
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Country ReportFrance: U-turn for FRR
COVID-19 has put paid to the FRR pension reserve fund’s planned transition to a new status and investment model
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Special ReportValue and Costs: UK workplace pensions – measuring the unmeasurable?
The UK’s FCA is seeking feedback from the financial services industry on its plans to work out a definition of value for money
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InterviewsStrategically Speaking: Ambienta
In the early 1990s, when Nino Tronchetti Provera started his career at McKinsey, the management consultancy, sustainability in business seemed little more than a nice idea. But having graduated from Luiss University in Rome with a thesis on the subject, Tronchetti Provera believed in the disruptive potential of making businesses environmentally sustainable.
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Asset Class ReportsEmerging Market Debt: Downgrade deluge
COVID-19 has hit many emerging markets (EMs) hard. In addition to the growth shock, many have suffered capital outflows, collapsing commodity prices, falling revenue from tourism and a depreciation of their currencies against the dollar.
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FeaturesBriefing: Growth beyond COVID
The outlook for institutional investors may be gloomy, with the global economy in recession and interest rates stuck at extremely low levels.
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Opinion PiecesMind the reality gap
The past few months have brought huge discrepancies between the financial markets and the economy.
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Country ReportFrance: Steady workplace demand
New occupational pension savings plans are taking root, despite the lack of a regulatory push from pension reforms
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Special ReportValue and Costs: PE gears up for more transparency calls
Private equity is expecting further demand from investors for increased reporting and is checking the maths
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Asset Class ReportsEmerging Market Debt: Covid delivers a booster shot
The pandemic has reinforced the view that ESG-compliant businesses are better able to cope with market shocks
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FeaturesBriefing: Which way will inflation blow?
Investors pondering the future course of inflation are scratching their heads – faced as they are with a powerful array of deflationary factors, opposed by a potent lineup of inflationary factors.
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Opinion PiecesPension funds should reflect on their true purpose
With COVID-19 infection rates rising across Europe it seems clear that lockdowns are not over yet. Europe will suffer economically as well as socially and politically.
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Country ReportFrance: Institutional market barometer
A snapshot of France’s institutional investment landscape as seen through the lens of Indefi’s latest survey
