All Benchmarks articles
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News
Publica sets up bespoke ESG benchmarks for EM government bonds
It worked with 17 asset managers on guidelines intended to increase transparency on ESG for investments in corporate loans, infrastructure, and real estate mortgages
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News
AP1 widens tracking error to realise long-term potential
AP4 leads Sweden’s big four national pension buffer funds on 2023 returns
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News
CEO commitment on mental health lacking, CCLA global benchmark shows
There is a clear economic case for investment in mental health at work, says CCLA stewardship lead
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News
New index created for pension plan seeking extra ESG performance at same risk
Pension fund of a ‘top European financial institution’ turned to Impact Cubed for development of the index
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Opinion Pieces
Viewpoint: 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?’
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News
Swiss APK switches emerging market equities benchmark to MSCI Low Carbon Index
The management board has expanded the scheme’s climate strategy
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News
EU standards for ESG benchmarks could give funds ‘automatic’ pass under SFDR
Index providers will often direct clients to third-party data houses if they want more details about ESG
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Opinion Pieces
Viewpoint: And if we trusted the market to improve ESG information?
What trust would one put in financial information that is solely reserved for investors and not published, that no independent analyst could challenge, given that the regulator would have no way of guaranteeing its veracity either?
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News
ERAFP’s €300m equity mandate to be benchmarked to Scientific Beta’s climate index
Plus: Institutional investor seeks manager for €70m corporate bonds brief
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News
Thinking Ahead Institute, PRI to create new global standard for stewardship resourcing
The project will involve an institutional benchmarking study to better understand current stewardship practices, resourcing requirements and other key costs
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News
CCLA launches global company mental health benchmark
Plus: Federated Hermes appointed for pair of fixed income mandates
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News
World’s first ‘1.5°C carbon budget benchmarks’ launched
S&P has launched five indices covering developed and emerging markets, all based on mainstream parent indices
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News
CCLA launches company mental health benchmark
The benchmark gives institutional investors a new tool for appraising and engaging with companies
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News
Net-zero asset owner group kicking the tyres on climate benchmarks
Progress report also reveals targets set so far exceed recommendations in some instances, fall short in others
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News
German equity funds outperform with Asian stocks
The overall outperformance ratio of the more than 2,030 equity funds researched by Scope was 38% in the first half of this year
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News
In depth: UWV fund to introduce Paris-aligned Benchmark
The pension fund will sell its investments in oil and gas companies, utilities with coal-fired power plants and miners with coal mining activities
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News
ESG roundup: Zurich UK switches $1bn to new ESG benchmark
New ESG benchmark delivers 30% cut in constituents’ carbon emissions ‘and enhanced ESG outcomes’ relative to parent
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News
Brunel, FTSE Russell announce co-developed Paris-aligned benchmarks
LGPS asset pool calls on investors to quickly make use of new indices
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News
New benchmark offers savings on FX execution
Siren provides savings of on average over $500 per million dollars in value of trades
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Opinion Pieces
There is such thing as a (fossil) free lunch
A major historical fear has been that very strict exclusion or integration policies can lead to significant changes in the risk-return profile of portfolios