Picking the right approach to global equities can prove more valuable to selecting managers
Volatility driven by currency and fund flows means EM investors should steer clear of passive
It is impossible to know how today’s CIOs will look back on their actions in the 2010s. But, we still have time to avert the worst of runaway climate change
In fixed income, no-one has ever really known how the research impacts on investment costs
Private responses to my recent article about investors who do ‘BS’ stewardship have raised two key questions
Subscribe to the digital edition of IPE magazine to view the latest issue directly in your browser.
“A growing body of research shows ESG factors are a material credit risk for fixed-income investors”
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.
“The potential impact of climate change on investments should be considered at least on an annual basis”
“CFA curriculum material should become more future-oriented and address awkward topics”
“The responsibility for making our profession more representative of the society we serve ultimately sits with all of us”
Pension systems everywhere are either struggling to manage the shift from defined benefit (DB) to defined contribution (DC) or contemplating the journey
“The selection of a benchmark is secondary to many other provisions for encouraging long-term behaviour”