All performance articles
-
NewsPortfolio managers rank green, social issues at bottom of performance drivers
Study offers ‘reality check’ and guidance for asset owners wanting to boost sustainability performance
-
NewsFunding ratios of German corporate schemes hit unprecedented level
The funding ratio of pension plans of DAX companies improved to 84%, similarly, the funding ratio for pension plans of MDAX companies improved to 84.8%
-
NewsChanging macro environments lead to asset allocation shift for SWFs
SWFs are actively reassessing their asset allocation strategies, seeking to reduce their exposure to duration risk, says Invesco report
-
NewsIrcantec adds ESG criteria to fiduciary agent variable pay
Plans to adopt biodiversity policy this year, and launches social bond fund
-
NewsPFZW reports underperformance of SDG investments
Management fees for the Dutch healthcare scheme’s actively managed SDG equity mandate are also significantly higher
-
NewsFinancial performance linked with portfolio companies’ sustainability efforts, study finds
Researchers identified 900,000 ways of supporting the SDGs, but some drove performance more than others
-
NewsArticle 8 funds outflows continue amid persistent macroeconomic pressures
Assets in Article 8 and Article 9 funds shrank by 1.3% over the third quarter of 2023, driven mostly by market depreciation, according to Morningstar
-
Opinion PiecesViewpoint: Is long-term benchmarking realistic?
Instead of asking ‘what is a long-term model for investment benchmarks,’ we can ask ‘how many institutions view long-term benchmarking as practical?’
-
NewsChurch of England posts 5% return amid volatile market
Despite ‘challenging environment for financial markets’ Church Commissioners delivered positive investment return
-
NewsExecutive pay linked to climate risk sends misleading progress message
Investors may become distracted by engaging over pay rather than focusing on transition plans and emissions reductions, says PIRC
-
NewsPrivate equity hesitant to adjust to high interest rate reality
The 2022 returns on private equity investments reported by pension funds contrast sharply with double-digit losses on listed equity portfolios
-
NewsSpanish pension funds mirror global market falls with 8.8% loss for 2022
Alternative, especially private markets, continue to grow in importance
-
NewsDutch pension funds return -23% on average in 2022
The company pension fund of beer brewer Heineken did best, limiting losses on its investments to 9.3%
-
NewsAsset owners target top management performance at AGMs
Decisions on ESG and executive pay are also top priorities
-
NewsESG rating changes do not impact short-term stock performances, study finds
Researchers used ESG ratings from Vigeo Eiris and MSCI
-
Opinion PiecesViewpoint: Can we use gender diversity to generate greater investment returns?
The effect of gender diversity on company performance has been well researched, but can it be used to identify the potential for better investment outcomes? Realindex conducted a new study to find out.
-
NewsAustria sees AUM increase in real estate, private equity funds
The country’s fund industry saw assets declining by 13.2% to €200.2bn last year
-
NewsBelgian pension funds pass stress test even in unfavourable scenario
Belgian schemes achieved an average return of -14.98% in 2022
-
NewsNZAOA, BTPS, Church of England back climate performance tool
‘There is no rating or ranking or investment advice, just free, comparable data points for investors to use as they wish,’ says Barron
-
NewsBVI develops index for Spezialfonds to track funds’ share performance
The index showed that, because of larger allocations to bonds, the shares held in Spezialfonds by German investors are less volatile than equities
