Arguably two of the most significant recent investment trends for institutional investors are the increased interest in responsible/sustainable investments and the growth of alternative asset classes. In fact, the term ‘alternative assets’ is rather confusing in today’s environment, particularly when you consider that alternative assets have become a core element in institutional portfolios. The reasons […]
A total of 1,191 investment firms have signed the principles for responsible investment set by the United Nations, as of 7 August 2017. The six principles engage the signatories to: incorporate ESG issues into investment analysis and decision-making processes; be active owners and incorporate ESG issues into their ownership policies and practices; seek appropriate disclosure […]
The United Nations’ body that sets principles for responsible investment, PRI, has released a briefing document regarding proposed changes in the US around policy and regulation issues. PRI stressed that since the US president Donald Trump took office last January, “the political tide has turned in favour of looser securities regulation, a weaker commitment to […]
Some 1,142 investment managers have signed the United Nations principles for responsible investment as of 26 May 2017. A quartet of managers have joined the list during the month. The latest firm to have committed to the UN PRI has been Stockholm-headquartered boutique Case Kapitalförvaltning AB, co-founded by former Swedish sports stars Nicklas Lidström and […]
Companies that engage in aggressive tax practices, either for themselves or for their clients, reduce tax revenues available to governments for delivering public services and infrastructure. Companies that engage in these practices also face potential earnings risk arising from new regulation alongside reputational risk, which can negatively impact share prices and hurt investors’ portfolios. This […]
Six organisations, including the United Nations, have jointly published a guide to investing in property that can be used by professional investors to better manage ESG risk and cut associated greenhouse gas emissions. Sustainable Real Estate Investment. Implementing the 2015 Paris Climate Agreement – An action framework sets out how investors can approach the asset […]
The Swedish Investment Fund Association has pushed for greater transparency around sustainability standards being followed by its members, in order to set a consistent standard for the industry to follow in the Swedish fund market. Currently, some 29 out of the Association’s 43 member companies have directly or through their group structures signed up to […]
Aviva Investors has signed up to the Montreal Carbon Pledge, which dwells in a commitment to measuring and publicly disclosing the carbon footprint of investment portfolios on an annual basis. The firm will pilot carbon foot-printing on a sample of equity portfolios. “A decision to expand the scope will be made following a review of the […]
BNP Paribas Investment Partners (BNPP IP) has announced that the firm has signed the Montreal Carbon Pledge ahead of the United Nations climate change conference (COP21) which is set to take place in December 2015 in Paris. The Montreal Carbon Pledge commits investors to measuring and publicly disclosing the carbon footprint of their investment portfolios on […]
TOBAM founder Yves Choueifaty talks about winning over the world’s toughest clients by challenging the benchmark investment model.
Europe’s investors are integrating environmental and social governance rules into their investment approach more than US and Asian counterparts, which may be benefiting their portfolios, research by institutional manager RCM shows.