In-depth reporting on the subject of artificial intelligence for our pension fund and asset management readers from IPE’s award-winning journalists
Stocks seemed to have defied gravity this year, but the latest Bank of America (BofA) Securities Global Fund Managers survey shows that a record 60% of money managers canvassed believe global equities, including the US, are overvalued.
The rise of artificial intelligence threatens many industries, but could it also see a levelling between ‘intellectual’ and more ‘hands-on’ jobs?
Erik Bennike, head of equities at PensionDanmark, explains the fund’s carefully chosen combination of active and passive management styles
The mining industry is estimated to be directly responsible for 4-7% of global greenhouse gas emissions. When Scope 3 emissions, including those from coal-fired power generation, are included, that figure leaps to nearly 30%.
“There is growing evidence that a set of technologies powered by computers and silicon creates a new set of risks that may cause societies to break”
Institutional impact allocations have soared since 2019, according to the Global Impact Investing Network (GIIN)
Index providers shift their offering as a wholesale revolution of the industry gathers pace
T he index industry has long been a comfortable oligopoly with the powerful brands of MSCI, FTSE Russell and S&P Dow Jones Indices controlling more than 80% of global index product revenue.
The ability to maintain or increase revenues in the global asset management industry has been challenged by the rise of passive funds and the derisking of DB pension plans.
“Artificial intelligence is on the cusp of changing the world as we know it, not least in advancing medical care and aiding healthcare professionals”
Artificial intelligence is allowing private credit managers to move more quickly and smartly when sourcing and clinching deals
While maintaining a domestic bias, Italian institutions are venturing into new asset classes to further diversify their portfolios
Private debt fund managers do not tend to use AI in portfolio management, but this could be about to change