Latest from IPE Magazine – Page 36
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Special ReportCase study: How CalSTRS uses ETFs to support the energy transition
The California State Teachers’ Retirement System (CalSTRS) manages US$315.6bn (€294.3bn) on behalf of teachers and education staff in the state of California. Environmental considerations and the transition to a low-carbon economy are high priorities for the pension fund, which is one of the biggest public sector funds in the US.
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Country ReportDutch pension funds evaluate member benefits and portfolio changes ahead of the transition
Early movers in the transition to a new Dutch pension system believe members could gain better benefits than under the old system
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Special ReportInvestors turn to AI for ESG data
Artificial intelligence has a potentially large role in sustainable finance, but the challenges are significant, making it hard for investors to take a clear view
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Asset Class ReportsLocal currency emerging market bonds are back in the spotlight
Partly thanks to the weakening of the US dollar, local currency emerging market sovereigns are now offering healthy yields, and should continue to perform well
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Special ReportWho will be the asset management tech and data arms race winners?
Investment in technology and data is having a positive impact on asset managers’ revenue and market share, according to Casey Quirk
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Country ReportClouds on the horizon for the fiduciary model in the Netherlands
Demand for fiduciary services has been buoyant but there are few predictions for a healthy future pipeline as the pension transition deadline approaches
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Special ReportCase study: Varma - A bespoke approach to ETFs
Varma, the €57.4bn Finnish pension insurer, has been at the forefront of sustainable investing for several years and has used exchange-traded funds to get there.
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Asset Class ReportsCorporate borrowers in emerging markets put to the test
Many emerging market companies have healthy balance sheets and weathered the COVID crisis well. How will they fare if global growth slows?
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Asset Class ReportsRoom for more GSS bonds in emerging markets
The market has already broken new ground, but there’s hope for more innovation, say experts
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Special ReportCase study: Ilmarinen - Building a climate-focused future
Finland’s second-biggest pension provider is a keen investor in exchange-traded funds (ETFs), having allocated more than €6bn to a range of equity vehicles in recent years.
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Special Report
Case study: MHPF - Searching for greater transparency
Transparency is one of the most important elements of exchange-traded funds (ETFs) for many investors. For some, however, there is always room for improvement.
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Special ReportCase study: Caja de Ingenieros Gestion - The rise of smart beta
The Spanish pension provider Caja de Ingenieros Gestion serves more than 215,000 members, predominantly from the Spanish engineering sector, using an investment style based on independent analysis, with a bottom-up approach.
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Special ReportFocus returns to fixed income ETFs
Fixed income is back, baby! In the seven months to the end of July 2023, flows into European-domiciled fixed income exchange-traded funds were €39bn compared with €14bn for the same period last year, according to Morningstar.
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Opinion PiecesDoes the UK really need to consolidate thousands of DB schemes?
The UK’s so-called Mansion House Reforms are under way. This cluster of policies takes its name from the residence of the Lord Mayor of the City of London, which is the venue for a regular set-piece policy speech by British chancellors of the exchequer, the latest of whom is Jeremy Hunt.
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Features
SASB grapples with universal appeal
In the ever-evolving landscape of corporate sustainability, the Sustainability Accounting Standards Board (SASB) has long been the guiding star for the 90% or so of companies in the S&P500 that use the standards to chronicle their environmental, social and governance journey.
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Special ReportFaith-based investing: how to build Shariah-compliant investment portfolios
Ethical investing can be a nuanced task, as aligning one’s investment principles with their beliefs can often be contradictory. On the one hand investors want to maximise their return and minimise their risk to ensure they benefit from the best possible investment outcome. However, on the other hand, they may want to ensure they don’t fund any enterprise which derives revenue from provision of ‘unethical’ goods or services.
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FeaturesImpact investment: How change theory can boost key messages
Simply aligning an investment with one of the UN Sustainable Development Goals (SDGs) does not always convince individuals about the impact of an investment. Communicating about change can help.
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InterviewsTech and pensions are becoming inseparable
Pension funds are busy building state-of-the-art data management systems, which are an essential tool in delivering their objectives
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InterviewsIceland’s LV: Coping with disruption
Arne Vagn Olsen, CIO of Lífeyrissjóður verzlunarmanna (LV), Iceland’s Pension Fund of Commerce, talks to Carlo Svaluto Moreolo about strategy and the prospects for financial markets
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FeaturesInversion anxiety: what’s up with yield curves in 2023
For over half a century, each time the spread between US 10-year and three-month yields turned negative, indicating an inverted yield curve, a recession followed, sooner or later. In 2023, the yield curve has been more than just a little inverted.
