ESG Special Reports
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Special ReportIndex 2.0: Off-the-shelf or custom indices?
Continuing innovation in the index business leads investors to address a fundamental question – should they buy off-the-shelf products or customise their own?
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Special ReportThe case for custom indices to meet sustainability goals
Asset owners are increasingly seeking more bespoke solutions to meet their sustainability goals
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Special Report
Denmark's PKA transitions most of equity portfolio to bespoke ESG swaps
PKA, the Danish occupational pension fund for the social and healthcare sectors, transitioned the majority of its global equity portion in June to direct indexing for its total return swaps (TRS) trades to better implement its sustainability criteria.
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Special ReportHave factor investing strategies had their day?
Factors have inspired indices, spin-offs and a variety of investment strategies but it has become hard to argue that they will offer investors a persistent future premium
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Special ReportDenmark: Pensions finally free from cumbersome banking regulations
Schemes have been liberated from onerous rules that were irrelevant to them
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Special ReportNetherlands: First funds prepare for DC switch
Despite pre-election threats, the transition is not expected to be rolled back by the new government
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Special ReportNorway: New buffer fund rules to boost returns
Providers of private guaranteed pension products are now allowed to take more risk in an effort to improve performancean
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Special ReportGeneration of change: asset managers grapple with AI on both sides of the P&L
Data highlights from IPE Top 500 Asset Managers 2024: Global asset management AUM: €111.4trn ($120trn) | Year-on-year increase of 8.6% on the 2023 total of €102.6trn | Global institutional assets: €36trn (2023: €35.1trn) | European institutional assets €11.9trn (2023: €11.5trn)
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Special ReportRound table: Manager selection priorities for 2024
IPE asked eight manager research business leaders: what will be the three most important topics or trends in manager selection over the next 12 months and beyond?
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Special ReportNatural capital special report: Getting to grips with the TNFD
More than 100 financial institutions have formally committed to adopting the recommendations of the Taskforce on Nature-related Financial Disclosures. Here’s how some of them are getting on so far
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Special ReportAGM season preview: nature at the ballot box
Despite the backlash against ESG, biodiversity risks will be on the agenda during the next round of shareholder meetings
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Special ReportInvestors engage with corporates on nature issues
Shareholders are ramping up their stewardship efforts on key topics like deforestation and biodiversity
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Special ReportBiodiversity: bridging policy and finance
Governments and pension funds can leverage new capital markets instruments to meet the twin challenges of biodiversity loss and climate change
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Special ReportNew regulations tackle water insecurity
The new European Sustainability Reporting Standards’ E3 tackles the complex and diverse realm of water insecurity
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Special ReportClass actions by European investors on the rise in the name of good governance and fiduciary duty
Deepwater Horizon, Volkswagen (Dieselgate), Wirecard, Silcon Valley Bank and Credit Suisse are recent, high-profile examples of corporate wrong doing resulting in losses for investors. As stewards of retirement savings and guardians of beneficiaries’ interests, it is only natural that pension funds should scrutinise the investments they are making – or outsourcing to asset managers to make – on their members’ behalf. This is a central plank of fiduciary duty.
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Special ReportProspects special report 2024: CIOs on what awaits investors
Asset management CIOs and strategists answer key questions about investment for the 12 months and beyond
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Special ReportEuropean pension fund class actions take off on a steep learning curve
What positive developments can we report relating to class actions in UK and European pension funds? What regulatory challenges still need to be overcome to facilitate (for instance, simplify) the environment for class action by UK and European institutions? Where are the key gaps in knowledge among pension funds?
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Special ReportESG Guide 2023: The future of sustainable finance
With or without the backlash against ESG in the US, big questions have been looming over the sustainable finance industry – like ‘is sustainable finance working?’.
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Special ReportIs sustainable finance working?
Sustainability is now a top consideration for investors, but there is little evidence it is leading to a more sustainable economy
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Special ReportPlenty left for EU sustainable finance policy to tackle
European policymakers have gone full throttle on sustainable finance over the past five years. Do they have the wherewithal to finish the job?
