All performance articles
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NewsLower-carbon bond portfolios outperform benchmarks, finds research
Analysis findings bring into question the legitimacy of having carbon-intensive corporate credit portfolios as the default, says Ulf Erlandsson, AFII’s founder
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Opinion PiecesViewpoint: How should institutional investors insulate from poor private equity performance?
2024 was by many measures another poor year for private equity. Against the backdrop of flat industry assets under management and falling capital raised, annual exits have now fallen to 50% of the levels seen in 2022. Cash distributions, aided by a range of financial engineering techniques rather than true ...
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NewsGreen equities outperformed since 2008 but with volatility – report
The group says investors should focus on emerging areas like climate adaptation for future opportunities
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AnalysisAre investors mis-valuing corporate sustainability?
‘Valuation techniques are evolving and starting to integrate more information than they did in the past,’ says professor
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NewsAPG AM chief vows improvement after ‘below standard’ 2024 returns
The Dutch asset manager’s actively managed concentrated portfolios especially underperformed, posting returns less than half of those of their benchmarks
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NewsPortfolio managers rank green, social issues at bottom of performance drivers
Study offers ‘reality check’ and guidance for asset owners wanting to boost sustainability performance
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NewsFunding ratios of German corporate schemes hit unprecedented level
The funding ratio of pension plans of DAX companies improved to 84%, similarly, the funding ratio for pension plans of MDAX companies improved to 84.8%
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NewsChanging macro environments lead to asset allocation shift for SWFs
SWFs are actively reassessing their asset allocation strategies, seeking to reduce their exposure to duration risk, says Invesco report
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NewsIrcantec adds ESG criteria to fiduciary agent variable pay
Plans to adopt biodiversity policy this year, and launches social bond fund
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NewsPFZW reports underperformance of SDG investments
Management fees for the Dutch healthcare scheme’s actively managed SDG equity mandate are also significantly higher
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NewsFinancial performance linked with portfolio companies’ sustainability efforts, study finds
Researchers identified 900,000 ways of supporting the SDGs, but some drove performance more than others
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NewsArticle 8 funds outflows continue amid persistent macroeconomic pressures
Assets in Article 8 and Article 9 funds shrank by 1.3% over the third quarter of 2023, driven mostly by market depreciation, according to Morningstar
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Opinion PiecesViewpoint: Is long-term benchmarking realistic?
Instead of asking ‘what is a long-term model for investment benchmarks,’ we can ask ‘how many institutions view long-term benchmarking as practical?’
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NewsChurch of England posts 5% return amid volatile market
Despite ‘challenging environment for financial markets’ Church Commissioners delivered positive investment return
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NewsExecutive pay linked to climate risk sends misleading progress message
Investors may become distracted by engaging over pay rather than focusing on transition plans and emissions reductions, says PIRC
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NewsPrivate equity hesitant to adjust to high interest rate reality
The 2022 returns on private equity investments reported by pension funds contrast sharply with double-digit losses on listed equity portfolios
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NewsSpanish pension funds mirror global market falls with 8.8% loss for 2022
Alternative, especially private markets, continue to grow in importance
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NewsDutch pension funds return -23% on average in 2022
The company pension fund of beer brewer Heineken did best, limiting losses on its investments to 9.3%
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NewsAsset owners target top management performance at AGMs
Decisions on ESG and executive pay are also top priorities
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NewsESG rating changes do not impact short-term stock performances, study finds
Researchers used ESG ratings from Vigeo Eiris and MSCI
