Latest Special Reports – Page 8

  • Green bonds
    Special Report

    To Paris and beyond: capturing energy transition and climate investment opportunities with ETFs

    ETF Guide (2022)

    The climate emergency is arguably the greatest challenge of our lifetimes. We must use every tool at our disposal – including financial – to stand any chance of success. Thankfully, investors are ever more aware that incorporating climate in their portfolios can help them manage asset-specific risk, access opportunities from the shift to clean energy and achieve something meaningful with their money. And they are ever more aware they can do it in flexible, cost-effective ways.

  • Starting universe of companies
    Special Report

    Adding to the biodiversity protection toolbox

    ETF Guide (2022)

    Biodiversity is intricately linked with economic growth and development. Since the industrial revolution ecosystems have been under constant threat with the advent of large towns, cities and industrial complexes. The rate of deterioration has accelerated over time and we are now destroying natural capital at an unprecedented rate, which will have long-term consequences for economies, societies and the planet.

  • Sustainable profile improvement in US dollar investment grade
    Special Report

    Why investors use sustainable fixed income ETFs

    ETF Guide (2022)

    Sustainable fixed income investing is growing at a rapid rate as investors increasingly seek to address climate risks, meet new regulations, and adapt to new investment preferences. The majority of investors who are choosing indexed exposures to build their sustainable portfolios are currently following SRI indices, with 93% of AUM in sustainable fixed income UCITS ETFs tracking such indices.

  • Risk rewards and expected inflation
    Special Report

    Inflation: expectations … and reality

    ETF Guide (2022)

    In 2022, inflation surprised only on the upside, and surrounding economic conditions became increasingly uncertain. As short-term inflationary pressure has moderately spilled into inflation expectations – 10-year German inflation breakevens rose from 0.5% to more than 2% in 24 months1 – our DWS Long View capital market expectations for the next decade remain below historical averages.

  • Athanasios Psarofagis - Bloomberg Intelligence
    Special Report

    Active ETFs: mixed fortunes

    ETF Guide (2022)

    Tax efficiency and regulatory change have been the key drivers of the development of active exchange-traded funds in the US. As there are no similar tax benefits nor regulatory change in Europe, growth in this region has been limited.

  • Actively managed ETFs in focus
    Special Report

    Active ETFs: five myths debunked

    ETF Guide (2022)

    Demand for exchange-traded funds (ETFs) has grown rapidly in Europe in recent years. While much of this growth has been driven by passive funds, research shows that investors are increasingly looking at active ETF strategies. Nevertheless, there are still lots of common misconceptions that are hindering the take-up of active ETFs. Here, we debunk the the most common myths about active ETFs. 

  • Comparing tracking differences
    Special Report

    Global emerging markets index investing: the case for an active component

    ETF Guide (2022)

    Emerging market (EM) equities have an important role to play in broadly diversified institutional portfolios. Our data analysis shows that for investors who have a buy-and-hold strategy, an active component is needed to stay close to the benchmark because of trading costs and, more importantly, because of higher slippage costs by passive managers in downward markets. 

  • Deborah Fuhr - ETFGI
    Special Report

    Transparency: getting it taped

    ETF Guide (2022)

    It’s much harder for European ETF investors to get detailed information on liquidity, volumes and best execution than it is for their US counterparts. That’s because this data isn’t aggregated into a consolidated tape as it is on the other side of the Atlantic.

  • CME Group Bitcoin futures- average daily volume and open interest
    Special Report

    Crypto ETFs: exploring the keys to mass adoption

    ETF Guide (2022)

    The ProShares Bitcoin Strategy ETF (BITO) made history last October as one of the strongest ever ETF launches, amassing more than $1bn (€1bn) in assets in just two days. 

  • Special Report

    RFQ platforms and the institutional ETF trading revolution

    ETF Guide (2022)

    What do ETFs, RFQ and ESG all have in common? Aside from being some of the most popular acronyms in the history of financial services, the three-letter abbreviations for exchange-traded funds (ETF), electronic request-for-quote (RFQ) trading, and environmental, social and governance (ESG) driven investing, have all come together at the centre of a revolution in asset management. 

  • Rafi Aviav - WisdomTree
    Special Report

    Post-Brexit flux in Europe

    ETF Guide (2022)

    Although Brexit has changed the dynamics of the European asset management landscape, the checklist for choosing a location for an exchange-traded fund (ETF) has not altered: a solid legislative foundation, requisite skillsets, favourable tax treatment and cross-border distribution acumen. 

  • Special Report

    Legal and regulatory developments: EU plays catch-up

    ETF Guide (2022)

    While the European framework for establishing ETFs has not changed substantially in recent times, developments within the legislative bodies of the EU present a number of current and potential hurdles for ETFs in the short to medium term. This article will look at each legal development in turn. It is also important to note that the COVID-19 pandemic has highlighted a number of areas that need to be strengthened. 

  • Benchmarks and indices- caution prevails
    Special Report

    IPE ETF Investor Survey 2022

    ETF Guide (2022)

    IPE’s first survey of investors focusing specifically on ETFs, conducted between mid-July and mid-August 2022, drew responses from institutional investors across nine European jurisdictions, of which 24% were invested in ETFs. Respondents were located in Belgium, Denmark, Germany, Italy the Netherlands, Portugal, Spain, Sweden and the UK. 

  • top_1000_index_2022
    Special Report

    Unlock the data behind Top 1000 Pension Funds 2022

    2022-09-01T11:17:00Z

    With €9.69 trillion of assets under management assets, IPE’s annual Top 1000 European Pensions Guide offers vital market data and intelligence for those in and around the institutional investment industry. Whether you are a pension fund wanting to know how you measure up against your peers, an asset manager building a business, or a service provider in this multi-trillion euro sector - our data provides the most authoritative picture of pension assets across the continent.

  • Top 1000 2022 cover
    Special Report

    Top 1000 Pension Funds 2022: Pension assets increase reflects 2021’s markets

    September 2022 (Magazine)

    The assets of the leading 1000 European pension funds increased by well over €600bn in our latest survey – a large portion of which can be attributed to strong investment returns on the back of a sustained post-COVID rebound over the course of 2021. Developed market equities returned over 30% in euro terms in 2021, compared with losses of around 4.7% in global aggregate bonds.

  • Special Report

    Top 1000 Pension Funds 2022: Data

    September 2022 (Magazine)

    OECD Pension Funds in Figures, 2022 (data for France from 2021 edition); *Data on asset allocation in these figures include both direct investment in equities, bills and bonds, cash and deposits and indirect investment through CIS when the look-through of CIS investments is ...

  • Special Report

    Austria: Debate on pension reforms continues

    September 2022 (Magazine)

    Promises to review Austria’s pension system made over recent years have not materialised, resulting in a renewed push for action by the pension industry  

  • Special Report

    Belgium: Limited agreement on pension changes reached

    September 2022 (Magazine)

    A minimum monthly first-pillar pension will apply from 2024 but there has been little effort to boost supplementary schemes  

  • Special Report

    Denmark: Commission heralds comprehensive approach

    September 2022 (Magazine)

    Expert body tackles complexity, incentives, tax and indexation

  • Special Report

    Finland: New laws passed ahead of unified pensions blueprint

    September 2022 (Magazine)

    Working group proposals for merging pension systems yet to be published