More comment – Page 17
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Opinion PiecesGuest Viewpoint: Principles for setting CEO pay
As we emerge from the AGM season, executive pay has, once again, been a lightning rod. Often pay is presented in simple headline numbers and narratives, but, in fact, pay is among the most complicated issues that percolate to board level. In my experience of sitting on boards for more than a decade, there are several principles that should guide the best global companies in setting executive pay.
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Opinion PiecesViewpoint: To kick or not kick the proverbial can down the road
With world leaders committing to reduced carbon emissions targets and with COP26 in November this year, achieving net zero is coming into sharper attention more than ever.
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Opinion PiecesViewpoint: Why ‘portfolio temperatures’ will be the investment measure of the future
Climate change has become one of the most pertinent issues facing society today.
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Opinion PiecesAbundant opportunity… and risk
In case you needed reminding, both China’s equity and fixed-income markets are the world’s second-largest after the US.
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Opinion PiecesEmerging markets require a rethink
A rethink of the term ‘emerging markets’ is long overdue. It has always been a catch-all category but the gap between the description and reality is becoming over-stretched.
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Opinion PiecesStrategy reset during a pandemic
Just over six months into the job, Nicolai Tangen, who took over as CEO of Norges Bank Investment Management (NBIM) last September from Yngve Slyngstad, has already revised the asset manager’s strategy plan for this year and next.
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Opinion PiecesOECD: plans to mobilise institutional capital
The OECD is committed to facilitating development finance through structures that provide a commercial return
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Opinion PiecesLetter from Australia: A question of gender imbalance
Statistics offer a snapshot into the real world and they reveal a depressing picture of gender inequality in Australia’s superannuation system.
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Opinion PiecesLetter from US: Aid without reform set to resolve the multi-employer pension plan crisis
Until March, The prospective collapse of multi-employer pension plans meant that over one million retired truck drivers, shop assistants, builders and other members of 186 schemes were at risk of losing their retirement benefits.
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Opinion PiecesGuest Viewpoint: Pension funds are key to the recovery from COVID-19
The unprecedented situation resulting from the COVID-19 pandemic has shown that pension funds serve a key social function in supporting economies and citizens, ensuring benefits for old age income.
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Book ReviewBook review: Shooting for the moon
Mariana Mazzucato calls on us to reformulate capitalism itself, and to return to the ‘Big Government’ rejected by the baby-boomer generation
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Opinion PiecesEquities to the fore as an inflation hedge
At a time when institutions can deploy billions swiftly at the touch of a few buttons, there is increasing focus on deploying capital well. A notable buzzword of late has been ‘resilience’ as pension funds look to downside risks.
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Opinion PiecesHopes for coherence in sustainability disclosures regulations
It could have been done differently, but, nonetheless, a clear path is emerging as to how EU sustainable finance regulations will become more of a coherent whole. The problem that has been perceived and outlined time and time again by investor groups is that disclosures are being asked of their constituencies – asset managers, pension funds – for which the data is not really available, or only at a significant cost. Tough, some may say, get on with it.
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Opinion PiecesGreen ambitions to drive recovery
Last month, Italy announced its first foray into the hot market of green bonds by raising a record €8.5bn (see page 9).
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Opinion PiecesLetter from Australia: Should super savings fund homes?
A post-COVID-19 housing boom has made the future of Australia’s A$3trn (€2trn) superannuation savings pool a hot topic.
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Opinion PiecesLetter from US: Pension bonds raise concerns
The resurgence of interest in pension obligation bonds (POBs) is one of the effects of the pandemic on the US pension funds industry. Indeed in 2020 POB issuance reached its highest level in a decade, exceeding $6bn (€5bn), according to Municipal Market Analytics (MMA), an independent research firm focusing on the US municipal bonds.
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Opinion PiecesGuest viewpoint: Francesco Curto, DWS
The UK’s report into the Economics of Diversity, the Dasgupta review, highlights that our economic model is not sustainable
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Opinion PiecesViewpoint: Schemes must align climate goals with overall endgame objectives
Over the next 10 to 30 years, pension schemes face two major challenges: ensuring that member promises can be paid in full and on time and climate change
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Opinion PiecesCapital will drive best practice in reporting
The European Commission’s review of the Non-Financial Reporting Directive (NFRD), scheduled for publication shortly, comes at a time of increased scrutiny of both corporates and those who supply them with debt and equity.
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Opinion PiecesCulture wars pose the greatest dangers
What areas within the increasingly bitter conflict between China and the West are most likely to hit asset owners?
