All articles by Carlo Svaluto Moreolo – Page 2
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InterviewsBNY Investments: More than the sum of the parts?
The world’s top asset managers are a diverse bunch. From pure-play managers to investment bank-owned firms and those with an asset servicing heritage, the different flavours also reflect the changing nature of the sector.
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Special ReportAsset owners confront waning resolve of their managers on climate change
Will the notable exits from Climate Action 100+ and other investor coalitions influence manager selection decisions for European asset owners?
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InterviewsCassa Nazionale del Notariato: Megatrend investor
Stella Giovannoli, CIO and CFO at Italy’s Cassa Nazionale del Notariato, talks to Carlo Svaluto Moreolo about the efforts to modernise the fund
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InterviewsSEI Investments seeks new partnership approach
SEI Investments, the Pennsylvania-based technology and investment firm, was a vocal advocate for independent fiduciary management in the UK pension industry.
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AnalysisHow asset managers are getting to grips with AI
The use case for artificial intelligence in asset management is understood, but there are meaningful questions as to what the technology can actually achieve
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Opinion PiecesInvestors must work together to improve AI stewardship
While perhaps the same cannot be said about climate change, there seems to be a consensus about artificial intelligence (AI) in the United Nations General Assembly.
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Special ReportItaly: Policymakers focus on first pillar
Despite recent growth, second-pillar pensions have never been a priority for the Italian government
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Asset Class ReportsEquities: Active investors keep their eye on the prize
As equity markets enter a new phase after the August 2024 sell-off, institutions are sticking to their long-term active equity approaches
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Opinion PiecesInstitutional investors shouldn't be so concerned about equity market concentration
Before the August 2024 equity sell-off, the rising level of concentration in global equity markets had many investors worried for some time, and concentration may well continue to be a feature of equity markets in the near future.
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Country ReportSlow growth for Italy's second-pillar pensions
Despite the urgency of increasing second-pillar coverage, policymakers continue to focus reform efforts on public pensions
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Asset Class ReportsPrivate credit: How banks are joining forces with managers
As the private credit market grows, banks are looking to partner with private credit managers rather than compete with them
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InterviewsATP's long game in investment strategy
Christian Kjaer, head of liquid markets at Denmark’s ATP, talks to Carlo Svaluto Moreolo about the institution’s liquid assets portfolio and his knack for game theory.
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Opinion PiecesItaly needs a serious debate about pensions
Italian policymakers are bent on indulging the relatively small but influential minority of Italians that is nearing retirement, but lament that the statutory retirement age of 67 is too high. The reform efforts of past years have been towards reducing the retirement age or increasing flexibility in retirement. The resources employed towards supporting second-pillar pensions have been next to none.
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Special ReportEurope’s pension policy roundtable: Challenges for the next Commission
The experts weigh in on the future of the European Union’s pensions policy
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Opinion PiecesDespite their differences, pension funds should continue to act as bold corporate stewards
This year’s voting season leaves questions about the benefits of engaging with companies in the sectors that are slowest to embrace the climate transition.
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Opinion PiecesDefence is the new ESG question
Earlier this year, the European Commission launched its ambitious European Defence Industrial Strategy (EDIS). The main goals of the strategy are reducing fragmentation within the €70bn European defence industry and lowering weapons imports, thus increasing the EU’s military readiness. The success of the strategy would also contribute to economic growth.
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InterviewsThematics Asset Management’s CIO on themes and investment challenges
Out of the 19 boutiques businesses belonging to the Natixis Investment Management franchise, Thematics Asset Management is by no means the smallest, but it is not exactly a juggernaut, managing €3.3bn of assets at the end of last year. Yet, it is actively contributing to what could be a crucial evolutionary step for global investors.
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Country ReportMercer’s upbeat vision for UK pension funds and their investment advisers
James Lewis, UK CIO at Mercer, is optimistic about the future of the UK’s DB and DC industries
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InterviewsSweden’s AP3 pension fund and its quest for alpha
Jonas Thulin, recently appointed CIO of Sweden’s Tredje AP-Fonden (AP3), talks to Carlo Svaluto Moreolo about his approach to asset allocation and portfolio management
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Special ReportManager selection: Solving the pension liquidity puzzle
Advisers and fiduciary managers are working as hard as ever to meet the liquidity needs of pension funds
