Latest analysis – Page 13
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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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Opinion Pieces
Pension funds should seek fee reductions in private markets
Pension fund investment in non-listed assets has grown considerably since the 2008 global financial crisis.
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Opinion Pieces
Consultants’ education role in net-zero world
Investment consultants play a crucial role within the savings and investments arena. They provide strategic advice to asset owners (pension funds, sovereign funds, endowments, insurers, and others) relating to strategy, asset allocation, asset manager selection and – now more importantly than ever – investment beliefs.
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Features
Agriculture: Time to rethink farming
The latest report from the Intergovernmental Panel on Climate Change (IPCC), released in August, provides grim reading. According to the summary for policymakers: “It is unequivocal that human influence has warmed the atmosphere, ocean and land. Widespread and rapid changes in the atmosphere, ocean, cryosphere and biosphere have occurred.”
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Opinion Pieces
Notes on the Nordics: Moves may set up net-zero goal for GPFG
Two events have happened in quick succession that increase the chances of Norway instructing its huge sovereign wealth fund to push for net-zero greenhouse gas emissions in its investment portfolio.
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Features
Accounting: A costly mistake
Maybe you missed it. Or perhaps you were stuck in some interminable queue at an airport. But the United Kingdom’s audit watchdog revealed in August that a disciplinary tribunal had slapped audit giant KPMG with a £13m (€15m) fine, parked it on the naughty step with a severe reprimand, and ordered it to conduct a series of reviews into what went wrong.
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Features
Perspective: Time to weigh collective DC
The UK finally legislates for a collective alternative to pure DC. But will employers be interested?
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Analysis
Analysis: German election points out pension policy lines in possible govt coalitions
For a traffic light alliance or a Jamaica coalition the subject of pensions will not be a top priority
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Features
Africa’s challenge for Europe
“Europe needs to create a new ‘spice route’ through Africa to the markets of Asia”. That was what Martin Schoeller, managing director of the Schoeller Group, a diversified services company with a focus on sustainability, told me in a discussion on the need for greater European investment in Africa.
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Features
Perspective - After Merkel: in search of a new model for pensions
Germany’s new government will feel the pressure to transform the pension system. Some parties have embraced new funded concepts and have put forward credible ideas
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Features
Research: Engagement key to navigate the raft of social complications
Simon Klein and Amin Rajan find investors are opting for more social-related investing
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Analysis
Analysis: Trustee tactics for takeovers
UK merger and acquisition activity is buoyant, with £6.1bn-worth of domestic companies acquired by foreign entities in the first quarter of 2021
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Analysis
Analysis: IFRS proposals for constitution changes jarring for some investors
The proposed amendments to the IFRS Foundation are to accommodate the potential formation of a sustainability reporting standards board
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Features
Perspective: Swensen’s legacy grows
The late David Swensen achieved a remarkable performance edge for the Yale Endowment, can it be replicated by pension funds
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Features
Incorporating climate change within investment portfolios
Recording the possible impacts of climate change on investment portfolios is becoming a regulatory and reporting requirement. Asset managers and asset owners will need to incorporate it into future management information and reporting systems.
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Features
Accounting: Getting there eventually
You could be forgiven for thinking that audit reform has a lot in common with online shopping: knowing what you want is the easy part – it is fulfilment that is the let-down.
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Features
Perspective: Nicolai Tangen & NBIM
Less than a year after his controversial appointment, criticism of Nicolai Tangen’s leadership of Norges Bank Investment Management is building
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Analysis
Bridgewater: Fluent in risk, return… and impact
Bridgewater Associates, one of the most prominent macro hedge funds, is reflecting the integration of sustainability in its research process with two senior appointments.
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Features
Africa offers Europe opportunities
In 2015, Europe faced the prospect of a million Syrian refugees fleeing from civil war, attempting to cross into its borders. The sudden influx created a political as well as a humanitarian crisis with Hungary building a 175km-long fence to prevent crossings from the Balkans.
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Features
Reporting: Yours sustainably…
You know how one thing can lead to another? Well, that is what happened with the International Financial Reporting Standards Foundation’s steps into sustainability reporting.