All articles by Carlo Svaluto Moreolo – Page 5
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News
IPE Top 500: Managers report stocking up on ESG, engagement staff
Number of ESG and engagement specialists reported by global managers rose by more than 30%
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News
IPE Top 500: Global asset managers break €100trn AUM mark
IPE’s annual Top 500 study of asset managers finds that global and European institutional assets grew by nearly one-fifth during 2021
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Interviews
Pension funds on the record: Seeking protection in private markets
Unlisted assets are the safe haven for investors searching for safety in choppy markets
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Opinion Pieces
Investors should require companies to tie executive pay to ESG targets
Stuart Kirk, global head of responsible investing at HSBC Asset Management, has been suspended for saying that investors need not worry about climate risk. Those among the company’s clients who are concerned with sustainability may be relieved that he has been suspended, but there remain questions about greenwashing at the company and within the whole asset management sector.
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Asset Class Reports
Quant managers: back with new weapons
As investors show renewed interest in value strategies, quant managers look for better uses of alternative data
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Special Report
Four challenges for asset managers
Leading figures respond to key questions on ● Investment strategy ● ESG
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Interviews
Ilmarinen: The making of a Finnish pensions legend
Mikko Mursula (pictured), CIO of Finland’s Ilmarinen, talks to Carlo Svaluto Moreolo about equities and the organisation’s 2035 net-zero commitment
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Asset Class Reports
Emerging markets: Global or local?
For emerging market strategies, it is difficult to establish a clear link between performance and local presence
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Special Report
Corporate lobbying comes under the spotlight
Companies are starting to respond to investors’ demands for transparent and consistent lobbying.
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Country Report
UK: Interview with Sally Bridgeland
Sally Bridgeland, chair of Local Pensions Partnership Investments, discusses the institution’s net-zero carbon emission and cost-reduction strategies
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Opinion Pieces
Shareholder action to curb corporate lobbying is urgent
Corporate lobbying has always existed, but only in recent times have investors concerned with sustainability started to monitor the impact of the lobbying activities of their investee companies.
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Interviews
Ukraine & Russia: War-proofing portfolios
Investors react to outbreak of hostilities and reflect on asset allocation in the months ahead
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Special Report
Manager selection: Market trends
Manager selection consultants are helping investors navigate the next stages of ESG integration
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Opinion Pieces
Viewpoint: Invasion reactions show pension funds are more than investors
Before the Russian government’s decision to invade Ukraine at the end of February, the exposure of European pension funds to Russian assets was relatively low, and in some cases non-existent. Nevertheless, those funds that did invest in Russia acted quickly to reassess their exposure and divest from Russia entirely when possible, given the treacherous market conditions.
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Features
Ukraine & Russia: Asset allocation and investing in a time of war
It is a well-known fact that geopolitical events have no lasting impact on financial markets. However, Russian president Vladimir Putin’s decision to wage war on Ukraine has forced institutional investors to reassess their strategies. While stock market indices tend to recover fairly soon after the initial shock of a geopolitical event, the conflict between Russia and Ukraine has potentially wide-ranging consequences beyond a sudden spike in volatility.
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Special Report
Regulation: SFDR put to the test
One year in and the verdict on the EU’s Sustainable Finance Disclosure Regulation (SFDR) is mixed
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Interviews
On the record: Emerging markets
Despite the current volatility and geopolitical tensions, European pension funds continue to actively seek returns from emerging market investments.
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Features
Perspective – Liability-driven investing: DIY LDI
A multi-decade trend of falling interest rates, the increased complexity of financial markets and the growing burden of regulation have conspired to turn pension provision into an extremely sophisticated activity. This is especially true for defined benefit pension funds, which may be facing a gradual decline in number, but remain a key source of retirement income.
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Special Report
The jury is still out on PEPP: industry views
IPE asked some of the leading voices in the European pension industry to comment on the likelihood of success for the PEPP
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Special Report
PEPP: Few players on the starting line
In March, the European Union’s Pan-European Personal Pension Product (PEPP) framework comes into effect, amid doubts about the take-up by providers