All Special Report articles – Page 31
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Special Report
ETFs for ESG: The ESG governance challenge
An increasing number of institutional investors are interested in investments with an environmental, social and/or governance (ESG) focus.
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Special Report
ETFs for ESG: The devil in the detail of ‘low carbon’ ETFs
Sustainable market indices are nothing new. The Dow Jones Sustainability index was launched in 1999 and the FTSE4Good index in 2001.
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Special Report
Innovation: Bringing ETFs into the digital future
Over the past 18 months there has been an explosion in the number of ETFs focusing on new technology. From iShares to Ossiam, DWS to veteran investor Jim Rogers, it seems everyone has launched a fund based on how digitisation will revolutionise our lives.
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Special Report
Market Update: The ETF boom continues
Around the world, exchange-traded funds (ETFs) continue to grow in assets and importance, breaking records along the way.
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Special Report
Liquidity & Implementation: Liquid beta sleeves: bespoke solutions with index building blocks
Liquidity in a pension fund context can mean a number of things. As long-term investors, pension funds can harvest the illiquidity premia by investing in private markets, which they have been doing increasingly over the past 10 years.1 On the other hand, pension funds are required to meet their liabilities and so need enough liquidity to ensure the payment of benefits to members.
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Special Report
Market Update: The drum beats on: ETFs for the ongoing trade war
This time last year, we were looking at how trade relations between the US and China might play out and the best way to position a portfolio – especially in terms of sectors – according to which scenario an investor thought was most likely.
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Market Update: The competitive battle intensifies
Despite the growth in European ETF assets, issuers are facing margin pressure caused by fee cuts.
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Focus on Fixed Income: Bond ETFs, the Swiss army knife in a time of need
Fixed income will play both a pivotal and multi-faceted role in European pensions scheme portfolios. Whether it be for growth, income or liability and cash flow matching, many schemes in the region will need to hold bonds as they de-risk in a low yield environment.
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Special Report
Markets & Regions: Factor investing in commodities: a sector-based approach
Commodities have long been a staple of multi-asset investors. Traditionally used to diversify exposure to fixed income and equity holdings, they are more recently also a source of alternative risk premia. Whatever the use case, the desired feature of any commodities allocation is some combination of attractive performance, sufficient liquidity, and a transparent methodology.
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Special Report
Liquidity & Implementation: Will all mutual funds become ETFs?
It took almost five years, but the US regulator still surprised many in the exchange-traded fund (ETF) industry when it gave preliminary approval to Precidian Investments’ ActiveShares in May.
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Special Report
Market Update: Can European ETF assets double again?
Earlier this year, ETFs and ETPs listed in Europe celebrated a record 55 consecutive months of net inflows, only 19 years after the first ETFs in Europe were launched.
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Special Report
Focus on Fixed Income: Actively managing today’s green bond opportunities
In this article we examine the process for green bond labelling and certification and its implication for index investors. Passive (index-tracking) green bond funds are bound by eligibility rules and each index has its own labelling requirements.
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Special Report
Management & outsourcing: The rush is on
Competition is intensifying among providers of data analysis and benchmarking solutions
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Special Report
Chart of the Week: European pension assets exceed €7.7trn
IPE’s Top 1000 Pension Funds survey shows that total assets under management have increased despite market turmoil
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Special Report
US-China trade war: A trembling world
The trade conflict between the two largest economies is reverberating across the world
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Special Report
Technology: The race is on
China’s rapid rise in the technology stakes is causing tension among other world-leading manufacturing countries
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Special Report
Netherlands: Transition path to a new system
The latest agreements between stakeholders and a relaxation of rules bring pension reform closer
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Special Report
Viewpoints: Investment as the saviour
How taxonomy, trajectory and Ecolabel could save our children
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Special Report
Viewpoints: The industry reacts
Will the EU Sustainable Finance Technical Expert Group’s June 2019 reports on the green taxonomy, green bond standards and climate benchmarks succeed in mobilising investors and capital in support of sustainability objectives?