- White papers
Introducing the new QESG 3.0: The next generation
The Global Equity ESG Pathway team’s assessment of ESG – the QESG Score – is embedded directly within our stock selection model and is a crucial part of how we determine the expected return of investments. In this paper, we provide a rundown of what’s changed in the next iteration of QESG.
- White papers
A history of quant
Quantitative investing (quant) encompasses a broad range of strategies that use data analysis, mathematical modelling and automated transactions to deliver investment returns. In our latest paper, we discuss how quant strategies have evolved over recent decades; explore how they have been enhanced by advances in technology; and dispel some of the myths that have grown up around them.
- White papers
It’s quant. But not as you know it
MDT’s approach uses rigorous, supervised processes powered by advanced algorithms and robust risk management. But repeatability, transparency and the human touch are the key factors.
- White papers
Do quants dream of electric sheep?
With a hat tip to the sci-fi classic by Philip K Dick, we explain why a quant approach doesn’t have to be the computer-driven black box of popular imagination.
- Video
Real estate case study: Lauriston Farm
Sustainability is at the heart of everything the Federated Hermes’ Real Estate team does. In this video, we look at our involvement in Lauriston Farm, Edinburgh. An urban farming scheme offering a local, nature-based response to the combined challenges of climate change, biodiversity collapse and the lack of access for all to healthy, fresh and affordable food.
- White papers
What Lies Ahead in the Next 100 Days?
Amid global trade tensions and new questions about how economies will interact going forward, the path ahead lacks clarity. For now, uncertainty may play a lead role in how global economies and markets perform-until the fog begins to clear.
- White papers
How to adapt and respond to choppy waters
The global outlook is overshadowed by uncertainty, which can make asset allocation tricky. However, a multi-asset approach to credit investment can provide a vital degree of stability amid the turmoil.
- Save articleNews
Border to Coast notes improved engagement among managers that left CA100+
Tim Manuel, the investment pool’s head of responsible investment, said underlying engagement among managers who exited CA100+ has improved in some cases
- Save articleNews
EIOPA proposes central data hub role in SIU response
The authority also called for new pensions data requirements to be centralised from the outset, beginning with IORP II data
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Brunel and Railpen double up at IPE Transition Awards
Winners left Brussels with trophies made of recycled acrylic
- Save articleNews
UK actuaries’ Section 13 Review to focus on DB surplus
It will be “key” to understand the decisions that are made along the way and the rationale for those decisions
- Save articleNews
Keva adopts ethical principles guiding own use of artificial intelligence
Finnish pensions giant says code drawn up for use of the emerging technology is mainly about risk management and good governance
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Booking.com settles with Dutch pension fund PGB
The settlement the online travel agency has reached with Dutch multi-sector scheme PGB frees it from a requirement to join the pension fund
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IPE DACH Briefing: Swiss pension funds seek alternative source of returns
CPEG and PKG shift allocations to riskier assets
- White papers
Closing the loop on decarbonized transport
Investing in decarbonized transport and its role in the energy transition
- Save articleNews
PensionsEurope raises ‘serious concerns’ over One Big Beautiful Bill
US senate is expected to vote on the reform legislation on Monday
- White papers
Fixed Income Outlook: Navigating cycles of uncertainty
After a turbulent start to the year marked by shifting central bank signals, renewed geopolitical tensions, and disruptive tariff announcements from the Trump administration, fixed income markets are entering the second half of 2025 with cautious resilience.
- Save articleNews
Icelandic pension funds warn pensions bill offends against constitution
Gildi warns pension fund money needed for a big rise in disability pensions ‘will not be plucked out of thin air’
- Save articleNews
Fondoposte picks asset managers to oversee €1.4bn
The pension fund’s assets will be split between four investment compartments, aligning portfolio strategies more closely with members’ risk profiles and time horizons
- Save articleNews
New net-zero transition planning standard to focus on process and governance
Standard is designed to provide a clear path for managing climate risks, unlocking transition-related opportunities, and scaling credible net-zero strategies