Today's top news stories
ATP, USS lift stakes in Spain’s Redexis Gas, buying out Goldman Sachs
Danish, UK pension funds join forces with Chinese investment funds to take control
Philips scheme cuts government bonds to benefit from rising rates
Strategic divestment comes at the expense of euro-denominated government paper
PGGM, UBS collaborate on food security project
Investors partner with US and Dutch universities to construct assessment model for UN’s second SDG
Not considering ESG could mean failing fiduciary duty: Compenswiss
MSCI tells investors to check portfolio risk before adding green investments
Willis Towers Watson launches bundled service for DB schemes
OneDB combines admin, actuarial and investment services to set schemes on a path to full funding – and, perhaps, consolidation
Meet Germany’s new asset owner association
German Association of Institutional Investors – or bii – was established in Frankfurt in mid-May
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On The Record: How do you invest in alternative credit?
Ilmarinen, Unilever, Ärzteversorgung Westfalen-Lippe (ÄVWL)
How We Run Our Money: TPT Retirement Solutions
Cliff Speed, CIO of TPT Retirement Solutions (pictured), tells Carlo Svaluto Moreolo how the fund is trying to develop a portfolio that can withstand market volatility
Pension Income: As simple as possible but as complex as necessary
The UK government has deregulated to make room for a radical reshaping of the private pensions industry, through the so-called ‘freedom and choice’ policy
UK Equities: The pariah asset
No one wants UK equities. The influential global fund manager survey published by Bank of America Merrill Lynch reported that they were the most unpopular asset in April
Macro Matters: Populism is far from dead
Few words are as visceral, and yet as ill-defined, as populism. It has become a catch-all phrase for the sense of malaise sweeping the world
The price of skill
It remains to be seen whether pension funds regain their appetite for higher-fee alternative strategies that have fallen out of favour in recent years
Technological diffusion is fraught
It is easy to forget just how long it can take for an invention to become a pervasive technology. Even the most brilliant idea can take time before it is widely adopted
Hedge Funds: Activist funds turn up the heat
Several hedge funds are among the most successful activist investors
Time for new alpha ideas
New products are making hedge funds look like an expensive way to access alpha
What future for long/short equity?
Managers are finding new ways to pursue long/short equity strategies
Diary of an Investor: What’s up with research costs?
In fixed income, no-one has ever really known how the research impacts on investment costs
Long-term Matters: Who decides which engagement is fit for purpose?
Private responses to my recent article about investors who do ‘BS’ stewardship have raised two key questions
Guest Viewpoint: Fiona Stewart & Georg Inderst
“A growing body of research shows ESG factors are a material credit risk for fixed-income investors”
Diary of an Investor: Making an impact
We at Wasserdicht like to think that our company has a positive impact around the world as a pump and flood protection equipment multinational
Guest Viewpoint: Christopher Ailman & Mark Walker
Words matter, but sometimes they can get in the way. Impact investing, mission-based investing, responsible investment, double and triple-bottom-line investing, ESG factors, and even sustainable investment. All of these terms can have both positive and negative connotations for investors.
