Latest Special Reports – Page 2
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Special Report
Double-edged benefits of litigation financing
European pension funds have become familiar with class action litigation, often tying it in with their fiduciary responsibilities as shareholders. Cases against UBS regarding its takeover of Credit Suisse; EY as auditor of fraudulent German payments firm, Wirecard; and Silicon Valley Bank, which collapsed in March, are the headliners of 2023.
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Special Report
ESG 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 Report
Is 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 Report
Plenty 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?
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Special Report
Is there a role for ethics in ESG investing?
What if investors acknowledged that, sometimes, some things are just the right thing to do?
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Special Report
Who decides if investors can pursue sustainability objectives?
Pension funds must be prepared in case their members don’t care about sustainability
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Special Report
Investors’ climate lobbying turns from corporates to sovereigns
Engagement efforts with companies on climate issues have fallen short, and investors are now raising the stakes by lobbying governments on climate policy
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Special Report
Sustainable finance professionals take stock
IPE asked the responsible investment leads of top European asset owners a key question: has the ESG / green finance movement been effective in achieving a more sustainable economy? Here are their answers
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Special Report
Natural capital and biodiversity: betting on disclosure for nature
The Taskforce on Nature-related Financial Disclosures (TNFD) has taken a pragmatic approach to developing its final recommendations
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Special Report
Corporate reporting: UK pivots to a forward-looking view on climate transition plans
The Transition Plan Taskforce has given its final recommendations for climate transition plans. If adopted by the FCA they will lead to a step-change in reporting by financial institutions
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Special Report
A blueprint for a transition-aligned financial architecture
Investors, governments and the entire international financial architecture must design their own their transition plans
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Special Report
Phase two of Climate Action 100+: five reflections
The landmark collaborative investor engagement initiative must prove its worth
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Special Report
What should EU investors do if the Republicans win the White House?
Sustainability-minded investors should wake up to the challenge of right-wing populism and its threat to climate policy
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Special Report
ETFs Guide 2023: Innovation challenges concentration as investors spread their ETF wings
ETFs’ steep upward trajectory continues, driven, as industry participants note, by their low cost, simplicity, and flexibility as an allocation tool. Globally the value of assets invested in ETFs, some $10.7trn (€10trn) at the end of August 2023, is 17.5% higher than at the same point in 2022, according to consultancy ETFGI. In Europe the increase was greater, at 20.8%, but from a much smaller base, with total investment in ETFs now standing at $1.7trn, with the lower take-up still being attributed to less favourable tax treatment.
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Special Report
AI special report: Could investment management be transformed?
While many foresee a variety of roles for artificial intelligence, critics believe it has a limited role in crucial asset management activities
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Special Report
Innovation and choice challenge the established players
The wonderful breeding ground of ETFs means that you can now allocate to any sector or specialism you like, from artificial intelligence to recycled gold; export-tilted Japanese companies to carbon credits. New launches this year include Texas Equity, following the fortunes of companies headquartered in the Lone Star State; the euphoniously named Clouty Tune, which brings global exposure to music, entertainment and media; and Breakwave’s Tanker Shipping ETF, which tracks an index for crude oil tankers.
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Special Report
Investors 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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Special Report
Case 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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Special Report
Who 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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Special Report
Case 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.