All Opinion Pieces articles – Page 15
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Opinion Pieces
Letter from US: SEC looks towards mandatory ESG disclosure by companies
October will be an important month for investors and corporations as the Securities and Exchange Commission (SEC) will then propose new rules on climate change and other environmental, social and governance (ESG) issues.
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Opinion Pieces
Letter from Australia: Too good to be true?
If Australia’s latest five-yearly Intergenerational Report (IGR) is to be taken seriously, Australian retirees can look forward to comfortable retirements 40 years hence.
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Opinion Pieces
Opportunities beyond the traditional approach to PE
The many thousands of fast-growing small and mid-sized companies globally represent the potential giants of tomorrow, and also provide a fertile hunting ground for those seeking superior investment opportunities.
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Opinion Pieces
Guest Viewpoint: Amlan Roy - Changing mindsets on demography is vital
Recent news headlines have warned about the implications of current and projected population growth declines. This article provides perspective on impending demographic changes and their manifold implications
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Opinion Pieces
Notes from the Netherlands: Truly Paris aligned
A milestone was reached in July when the first Dutch pension fund announced its divestment from fossil fuels. Surprisingly, the fund in question was neither civil service scheme ABP nor healthcare fund PFZW, the two largest Dutch funds, both of which have the ambition to be leaders in sustainable and responsible.
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Opinion Pieces
Policy underpins action
Politicians in a variety of different places understandably want to harness the capital of institutional investors. Dutch and UK politicians in particular have made no secret of their desire for local pension funds to invest for domestic ends.
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Opinion Pieces
Viewpoint: Reform lessons from abroad
Pensions systems can be hard to compare but experiences from other countries can help illuminate the current Dutch reform process
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Opinion Pieces
Viewpoint: Closing the emerging market climate finance gap
‘Extending loans to emerging markets will not be enough’
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Opinion Pieces
Viewpoint: Learning from the Nordics for impact investing
A meaningful allocation is important
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Opinion Pieces
Viewpoint: Time to start rebalancing portfolios
A whiff of ‘stagflation’ – meaning an economic slowdown accompanied by higher inflation – could soon be wafting into financial market
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Opinion Pieces
Notes from Switzerland: Work in progress
History repeats itself, first as tragedy, second as farce: now another referendum result in Switzerland is poised to obstruct changes designed for a long-term impact.
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Opinion Pieces
Letter from US: Hybrid plans in focus
The move from defined benefit (DB) pension plans to defined contribution (DC) has been ongoing for years in the US, both in the private and public sector. But more recently many state and local governments have adopted hybrid designs.
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Opinion Pieces
ESG: progress but still much road to travel
Good things are happening in the land of ESG. Aspects of the European Commission’s sustainable finance action plan regulation have certainly been frustrating, but the sustainable finance disclosure regulation (SFDR), for example, does look like it could end up having a beneficial effect, even though there are still problems associated with it and the effect is perhaps not the one that was envisaged for the SFDR.
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Opinion Pieces
Governance must be the embedded solution
Europe now has approaching two decades of experience with the investment outsourcing that is loosely called fiduciary management, or sometimes outsourced CIO (OCIO), to use the US terminology.
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Opinion Pieces
Guest Viewpoint - Cyril Demaria: Three lessons on private market investing
Writing our book Asset Allocation and Private Markets has led its authors to revisit an old adage, venture on an unusual path, and confront an academic theory.
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Opinion Pieces
Social risks impact on employer covenant
The UK’s Department for Work and Pensions (DWP) recent consultation – Consideration of social risks and opportunities by occupational pension schemes – seeks to assess how trustees understand ‘social’ factors and how they aim to integrate financially material social factors into investment and stewardship activities.
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Opinion Pieces
Letter from Australia: When the ‘kill switch’ misfires
The Australian government is attempting to push through Parliament legislation that would selectively benchmark the performance of superannuation funds – but has given up its intention to override investment decisions made by super funds.
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Opinion Pieces
Viewpoint: Bursting the bubble
Do widespread narratives about speculative bubbles stand up to the evidence?
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Opinion Pieces
Viewpoint: Why companies and investors must leave ESG ratings behind
ESG ratings are an oversimplication, says Alexandra Mihailescu Cichon of ESG data science firm RepRisk
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Opinion Pieces
Establishing a sustainable path
Investors increasingly want to take a more environmentally, socially and governance-conscious approach to investing. Despite the growing choice of ESG strategies, the wide range of products and a lack of uniformity can make it difficult to compare the options.