Latest from IPE Magazine – Page 104
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FeaturesIPE Quest Expectations Indicator - November 2020
The two overriding concerns for global markets are the resurgence of COVID-19 cases in many parts of the world and the US elections. In relation to the pandemic it is impossible to know exactly when it will be brought under control. In the US there is a real chance that Joe Biden will win the presidency and the Democrats gain a majority in the senate.
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Opinion PiecesLeading viewpoint: Why we fiduciaries are failing younger members
Small adjustments are not enough: we need to reimagine our approach
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Opinion PiecesLeading viewpoint: Rethinking materiality: the missing link
Materiality is the missing link between sustainability reporting, corporate strategy, risks and the UN’s Sustainable Development Goals
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Opinion Pieces
Leading viewpoint: Letter to the top
A letter to the top 100 heads of ESG at global asset managers
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Opinion PiecesLeading viewpoint: Closing ESG reporting gaps
Asset managers seeking a coherent ESG strategy first need a coherent narrative
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Opinion PiecesLeading viewpoint: Shaping a new landscape
Five key themes within ESG and the case for focusing on them
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Special ReportVersatile and resilient on the path to maturity
The ETF market continues its penetration across asset classes beyond equities, its traditional area of activity: According to data from ETFGI, fixed income ETFs account for the largest proportion of net new assets for the second year running and now represent 20% of the market, while commodities ETFs grew 30% in value in the year to July.
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Special ReportETFs rise to the challenge
Exchange-traded funds and products (ETFs and ETPs) have been one of the biggest investment success stories in recent years. Their stunning popularity meant that, despite the shock of COVID-19, they had taken in US$294bn (€247bn) over the six months to end-June 2020, compared with US$210bn over the same period last year.
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Special ReportBright future for ETFs in pension funds’ portfolios
Despite the phenomenal rise in ETF adoption over the past few years, they still account for a relatively small portion of pension funds’ portfolios. As a recent survey by TrackInsight confirms, ETFs have room to grow with these institutional investors as they fit well with the dual nature of their mandate: meeting short-term liabilities while maximising long-term returns.
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Special ReportAre too many products spoiling the ETF broth?
ETFs have been one of the finance industry’s great successes over the past three decades. With over 8,000 ETFs listed globally, the sector offers highly competitive fees and diversity of product, or so it is assumed.
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Special ReportBond ETFs come of age
In a situation as destructive as a global pandemic is it is difficult to find many winners. Hundreds of thousands of lives have been lost and economies have been brought to the brink – and we may still only be at the start of the saga.
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Special ReportFixed income ETFs: a turning point for European pension funds
Over the past decades, European pension funds have experienced many changes and challenges. Through it all, the European DB market has continued to de-risk, while DC systems have become the new normal.
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Special ReportEmerging market equities – a changing landscape worth revisiting
Emerging market (EM) equities form an important part of many European pension fund growth portfolios today. Investors are keen to capture excess returns on offer thanks to EMs’ risk premium over developed markets, as well as the diversification benefits they can bring to portfolios; these characteristics have been helpful for many of Europe’s DB and DC schemes.
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Special ReportActive ETFs: the transparency conundrum
Since the first exchange-traded funds (ETFs) were launched in the early 1990s, they have had a huge impact on the asset management industry, pushing down costs and challenging the dominance of active managers.
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Special ReportThe case for active ETFs
Each day, more and more institutional investors are discovering how exchange-traded funds (ETFs) can enable them to make trades conveniently, access markets flexibly, diversify portfolios broadly, and manage fees and taxes efficiently.
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Special ReportESG ETFs: northern lights blaze a trail
When the two mainstays of the Finnish earnings-related pension system decided to re-weight their vast passive equity exposure to reflect their environmental, social and governance (ESG) priorities, both found that, despite the plethora of ETFs now available, none met their precise needs.
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Special ReportESG integration demands definitions and data
The first ETF in Europe that focused on environmental, social and governance (ESG) factors was launched by iShares in 2006.
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Special ReportThe heat is on: exploring the role of investors in slowing down climate change
While the Covid-19 crisis this year has had a devastating effect on society and global economies, it has had a positive impact on carbon emissions and has shown us all that it is possible to reduce our carbon emissions drastically. The goal now is to find a happy balance as we reignite global economies. Governments cannot drive progress on their own. So how can the investment industry play its part?
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Special ReportGetting active on stewardship
Providers of passive products like ETFs are no longer passive when it comes to stewardship. In active investment circles, stewardship has always sat naturally beside active stock selection as a way for portfolio managers to add value. That has not been the case on the passive side, where the focus has traditionally been on technical aspects of tracking indices, such as minimising tracking difference, to deliver for investors in terms of relative performance.
