More comment – Page 35
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Opinion PiecesLong Term Matters: Time to shit or get off the (ESG) pot
The ESG project is well beyond its childhood, even its teenage years. PRI has been going for 13 years and SRI activity pre-dated it by a decade.
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Opinion PiecesLetter from the US: Industry debates private equity role in 401(k) plans
Should those who invest through 401(k) retirement plans have greater access to private equity?
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Opinion PiecesGuest viewpoint: Kerrin Rosenberg
“It is crucial to remember that the focus on good governance extends to including illiquid and private investment”
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Opinion PiecesViewpoint: Investors commit to a net-zero future
The global climate emergency means investors must set tough decarbonisation targets. A new UN-convened investor alliance is doing just that
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Opinion PiecesViewpoint: Spatial finance has a key role
The increasing amount of geospatial data can help foster sustainable finance
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Opinion PiecesViewpoint: The quagmire of ethics
Assessing what should be considered ethical is more challenging than generally assumed
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Opinion PiecesViewpoint: A quantitative approach to integrating ESG
Quant managers are mining ‘unstructured data’ as part of the search for the ESG factor
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Opinion PiecesPensions in a hostile climate
Outside the realm of US public pension plans, where generous return assumptions and inflated discount rates are common, the medium and long-term outlook for asset classes is of serious importance to most pension funds.
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Opinion PiecesStoring up future pain
Anyone who back in 2008 had accurately predicted what monetary policy would look like today would certainly have been regarded as unhinged.
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Opinion PiecesDo not let costs become an obsession
Our report this month on management and outsourcing discusses how pension funds must increasingly rely on external organisations to analyse their portfolios, particularly from a cost perspective.
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Opinion PiecesTime to talk pensions
At a press briefing last month, Bill Galvin, chief executive of the UK’s £68bn (€77bn) Universities Superannuation Scheme (USS), emphasised the importance of improving its communication policy.
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Opinion PiecesLong-term matters: How capitalists can save the Amazon from capitalism
When foundations and wealthy individuals launched their Rapid Response-Able Fund (RRAF) in spring 2020, commentators sneered at the “save the world” motivation while others said it would distract attention from the political changes that were needed.
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Opinion PiecesLetter from The US: How boards can hurt pension plans
US state and local pension funds manage over $4trn (€3.6trn) in retirement assets for 20m active and retired plan members. But most of the funds are in bad financial shape.
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Opinion PiecesGuest viewpoint: Jennifer Choi & Brian Hoehn
“Principles 3.0 is intended to offer a road map to optimal partnerships in the private equity industry”
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Opinion PiecesViewpoint: The key questions about Paris Agreement-aligned investment [updated]
The co-chairs of an IIGCC institutional investor project on aligning portfolios with the Paris Agreement set out the key questions
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Opinion PiecesA Franco-German challenge
France and Germany are the two countries that stand out the most for their comprehensive state pension systems and for underdeveloped second-pillar framework
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Opinion PiecesMarket paradoxes demand new ideas
It is the most fundamental premise of investing yet it is increasingly redundant: invest your money rather than hiding it under the mattress
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Opinion PiecesChina’s human rights abuses pose challenges
Investors who are serious about ESG should ask themselves about their China strategies
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Opinion PiecesAn ageing Europe needs radical policy ideas
The Centre for Social Justice – a UK centre-right think tank – has proposed retirement policy reforms including raising the country’s state pension age to 75 by 2035
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Opinion PiecesGreenwish: wishful thinking in the ESG world
Every so often I come across a paper which I think is a ‘must read’ and Duncan Austin’s ‘Greenwish: the wishful thinking undermining the ambition of sustainable business’* is one.
