All Opinion Pieces articles – Page 37
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Opinion PiecesLong-term Matters: Who decides which engagement is fit for purpose?
Private responses to my recent article about investors who do ‘BS’ stewardship have raised two key questions
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Opinion Pieces
Guest Viewpoint: Fiona Stewart & Georg Inderst
“A growing body of research shows ESG factors are a material credit risk for fixed-income investors”
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Opinion Pieces
Guest Viewpoint: Christopher Ailman & Mark Walker
Words matter, but sometimes they can get in the way. Impact investing, mission-based investing, responsible investment, double and triple-bottom-line investing, ESG factors, and even sustainable investment. All of these terms can have both positive and negative connotations for investors.
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Opinion PiecesLetter from the US: All eyes on Oregon’s auto enrolment
The US pension fund sector is looking at how Oregon progresses with its OregonSaves programme
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Opinion Pieces
Letter From Brussels: Corporate tax reform in view
Radical upgrades to the EU’s corporate tax base norms have never been so close to fruition
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Opinion PiecesLong Term Matters: Getting behind the stewardship bullshit on Carillion
Every so often things go so wrong that players are forced to come clean. Which is what has started to happen with Carillion. And it’s not a pretty sight
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Opinion Pieces
Letter From Brussels: Default guarantee option dominates debate on PEPP
Europe’s asset management industry is lobbying against any mandatory guaranteed default option in the third-pillar PEPP proposal
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Opinion PiecesGuest viewpoint: Con Keating
It often takes an experienced Kremlinologist to divine the true message and meaning of European Commission missives, and the financing sustainable growth (FSG) action plan is no exception
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Opinion PiecesLetter from the US: Gun stocks and passive funds
Could the massacre at a Parkland, Florida, high school be the turning point in the debate about state pension funds’ investments in gun makers?
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Opinion Pieces
Long Term Matters: What my illness is teaching me about investment
When diagnosed with life-threatening conditions, we can be devastated, run from the diagnosis or embrace it and adapt. No prizes for guessing the smarter choice. The same goes for investment decision-makers today
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Opinion PiecesLetter From The US: ESG strategy not just divestment
ESG investing is a hot topic in the US pension fund industry. “One dollar out of five from institutional investors is going into ESG investing”
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Opinion PiecesGuest viewpoint: Luke Hildyard
“The potential impact of climate change on investments should be considered at least on an annual basis”
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Opinion PiecesLetter from the US: Plans act on Trump tax reform
The tax reform signed by President Donald Trump last December is having quite an impact on the US pension industry
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Opinion PiecesGuest Viewpoint: Keith Ambachtsheer
“CFA curriculum material should become more future-oriented and address awkward topics”
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Opinion Pieces
Letter From Brussels: Brexit focus moves to pensions
As the risk of a no-deal Brexit comes into focus, attention is turning to ways to mitigate the damage across financial services, including asset management and pensions
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Opinion Pieces
IAPF viewpoint: 'We must push on with reform'
A year of change is ahead to prepare for implementation of the revised IORP II Directive and reform of the DC system
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Opinion Pieces
Long Term Matters: Investment can be a true profession
Carillion, the UK construction company that collapsed recently, reminds us, once again, that investment is yet far from being a credible profession
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Opinion Pieces
Letter from Brussels: Easier securitisation on the horizon
The EU’s securitisation package has finally passed through the European Parliament and Council. However, the new rules will not be applied until January 2019
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Opinion PiecesGuest Viewpoint: Will Goodhart, CFA UK
“The responsibility for making our profession more representative of the society we serve ultimately sits with all of us”
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Opinion Pieces
Long Term Matters: Time to pay heed to political risk
Speaking plainly but respectfully gets results more often than our ‘inner fence-sitter’ likes to acknowledge
