All Opinion Pieces articles – Page 29
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Opinion PiecesLetter from US: Diversity in asset management rises
“It is a part of your fiduciary duty to invest the fund’s assets in a prudent manner. Investing with diverse asset managers that demonstrate outperformance and deliver strong returns is more than prudent, it is wise.”
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Opinion PiecesViewpoint: COVID-19 and fund secondaries – how should pension schemes position themselves?
How should pension schemes best position themselves to take advantage of portfolio secondary sales opportunities? Are there lessons to be learnt from the GFC for pension schemes selling portfolio positions during COVID-19?
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Opinion PiecesViewpoint: Managing euro zone sovereign risk in the face of the pandemic
Considerations for pension plans and other institutional investors
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Opinion PiecesViewpoint: Post-COVID-19 predictions
Left and right, predictions on the post COVID-19 era are shooting by
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Opinion PiecesViewpoint: UK superfunds – Super fast, or dead in the water?
Will the superfund ship lawfully leave port any time soon? Following the UK pension regulator’s publication of its interim regime for superfunds in June 2020, there is much talk about scheme transfers to superfund being imminent. Clive Weber, pensions partner, and Paul Ashcroft, solicitor, Wedlake Bell LLP, explain why the ...
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Opinion PiecesViewpoint: Majority of DC schemes not ready for illiquid assets
But the outlook for change may be positive
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Opinion PiecesViewpoint: Returns to ESG investing - looking for the light
A fundamental question for investors is whether ESG investment involves a tradeoff, a combination of environmental philanthropy and reduced financial returns, or whether ESG investment will simply deliver the best returns to investors.
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Opinion PiecesViewpoint: The best things in life aren’t things
Peter Kraneveld argues that ESG and SDG investments are held up to a false standard, underestimating their real revenue and hindering solutions.
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Opinion PiecesViewpoint: Investing after the Corona Slump
What are the facts that we know and that we can rely on when thinking about portfolio construction?
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Opinion PiecesViewpoint: Considerations around consolidation vehicles
Much of the debate around consolidation vehicles thus far has focused on the comparison between the security provided by consolidators and that provided by a traditional insurance company.
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Opinion PiecesGuest Viewpoint: Rory Sullivan & Fiona Stewart
Better disclosure by asset owners is an important mechanism for driving sustainability in investment. But asset owners struggle with many aspects of sustainability reporting
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Opinion PiecesLetter from US: Politics forcing divestment
American pension funds have become embroiled in the cold war between the US and China and diversification strategies may be affected by the new scrutiny of investments in Chinese companies.
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Opinion PiecesGrowing debt levels spell trouble
Credit investors would be wise to reflect upon the growing debt burden weighing on the global economy.
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Opinion PiecesTurn crisis into opportunity
One of the most striking features of the discussion of what could be called the Corona crisis – the economic and financial crisis associated with the COVID-19 pandemic – is its pervasive intellectual laziness. Far too few commentators are trying to grapple with its unique features.
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Opinion PiecesDutch pensions: the next chapter
For those who have been following the cumbersome multi-year saga of Dutch pensions reform, the latest wrinkle might seem trivial.
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Opinion PiecesLetter from Australia: Paltry pickings in the political pie
As deficits mount in a post-COVID-19 world, politicians and bureaucrats are again eyeing national pension savings – hundreds of billions of dollars they can capture at the stroke of a legislative pen.
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Opinion PiecesAGMs: Setting new ESG standards
As the AGM season comes to an end for another year, it is worth reflecting upon the high pressure that company boards are facing from investors to take greater account of environmental impact, diversity and executive pay – only a few issues from a long list of environmental, social and governance (ESG) criteria that most investors now seem to abide by.
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Opinion PiecesViewpoint: Private debt managers mitigate risks with focus on operations
With financial markets undergoing a severe correction amid the COVID-19 crisis, Broadridge considers the impact on private debt managers.
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Opinion PiecesViewpoint: How Canada can liberate Holland once again
Ongoing concern: Putting ‘trust’ back into Dutch pensions
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Opinion PiecesViewpoint: ESG After COVID-19: Will it Be Different This Time?
COVID-19 raises questions about impacts on ESG issues like worker health and safety, and systemic risks like income inequality. While the existential threat of climate change has dominated the agenda in recent years, the pandemic has renewed focus on social and governance issues.
