Latest Special Reports – Page 23
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Special Report
Getting 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.
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Special Report
Low carbon ETFs: exclusion versus tilting
The rise in investor awareness of climate risks and the increased allocation to passive strategies is set to continue. Tilting is becoming an alternative or complementary approach to traditional exclusion approaches to reducing carbon exposure.
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Special Report
ESG: remarkable progress, evolving indices and futures growth
The unprecedented economic turmoil caused by the COVID-19 virus has led for calls to reshape the global economy to make it fairer and more environmentally sustainable. Campaigners are challenging governments to direct their record stimulus funds towards projects and investments that benefit broader society.
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Special Report
Five reasons pension funds are considering indexing for sustainable investing
Sustainable indexing gives pensions the clarity they need to build more sustainable portfolios, for the following reasons:
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Special Report
Classification: not for everyone
In May 2020, BlackRock, State Street Global Advisors, Invesco, Charles Schwab Investment Management and Fidelity Investments set out a new idea that would, they said, re-classify certain types of exchange-traded products and benefit investor transparency.
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Special Report
Getting what you pay for
Price wars are nothing new for passive asset managers, but the contest has been particularly intense in the exchange-traded funds (ETF) space as new and existing players jostle for position. While low cost is always a draw it is clearly not the only factor in the investment decision process.
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Special Report
Value and Costs: UK workplace pensions – measuring the unmeasurable?
The UK’s FCA is seeking feedback from the financial services industry on its plans to work out a definition of value for money
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Special Report
Value and Costs: PE gears up for more transparency calls
Private equity is expecting further demand from investors for increased reporting and is checking the maths
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Special Report
EU sustainable finance: Impact uncertain
New EU climate benchmarks are getting industry take-up but not everyone is embracing them
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Special Report
China: First in, first out
China is focusing on a new long-term growth strategy after the success of its tough measures to contain the coronavirus outbreak
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Special Report
Top 1000 Pension Funds 2020: Europe’s €8trn pension pot
This year’s 7.25% increase in overall assets for IPE’s Top 1000 European Pension Funds 2020 sample to €8.3trn must inevitably be seen in light of 2019’s strong year for asset returns and 2020’s tumultuous COVID-19-related market crash. By comparison, the overall asset increase in 2019’s survey was 6.93%.
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Special Report
EU sustainable finance: Commission renews green vows
The EU is proposing a taxonomy for non-sustainable industries following the publication of the green taxonomy last year
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Special Report
China: Western firms rethink their options
Many expect the disruption caused by the COVID-19 pandemic to prompt western companies to distance themselves from China
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Special Report
EU sustainable finance: The promise of disclosures
New EU sustainability reporting requirements for investors could drive companies to improve disclosures. But making the new standards useful for end-investors could still be a challenge
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Special Report
China: ESG with Chinese characteristics
Pressure from international and domestic investors is driving an upsurge in ESG adoption by Chinese companies
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Special Report
Austria: New government, old dilemmas
The new coalition government has made slow progress towards pension reform
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Special Report
EU sustainable finance: Tentative steps on green classification
The first investors are already applying the EU’s green taxonomy but there are questions about the applicability of the Ecolabel to ESG funds
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Special Report
China: Just a pit stop on the BRI journey
China has taken its foot off the pedal of its Belt and Road Initiative temporarily to deal with domestic issues and COVID-19
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Special Report
Belgium: Steady as she goes
Improvements to the country’s pension system have continued in the face of persistent political problems and the global health crisis