All Special Report articles – Page 10
-
Special ReportCase study: Ilmarinen - Building a climate-focused future
Finland’s second-biggest pension provider is a keen investor in exchange-traded funds (ETFs), having allocated more than €6bn to a range of equity vehicles in recent years.
-
Special ReportFaith-based investing: how to build Shariah-compliant investment portfolios
Ethical investing can be a nuanced task, as aligning one’s investment principles with their beliefs can often be contradictory. On the one hand investors want to maximise their return and minimise their risk to ensure they benefit from the best possible investment outcome. However, on the other hand, they may want to ensure they don’t fund any enterprise which derives revenue from provision of ‘unethical’ goods or services.
-
Special ReportCase study: Caja de Ingenieros Gestion - The rise of smart beta
The Spanish pension provider Caja de Ingenieros Gestion serves more than 215,000 members, predominantly from the Spanish engineering sector, using an investment style based on independent analysis, with a bottom-up approach.
-
Special ReportWho will be the asset management tech and data arms race winners?
Investment in technology and data is having a positive impact on asset managers’ revenue and market share, according to Casey Quirk
-
Special ReportThe hidden power of an ESG approach to sector investing
Adding an ESG filter to a sector ETF could help investors mitigate risk and may increase returns – while improving ESG and carbon intensity scores.
-
Special ReportCase study: Varma - A bespoke approach to ETFs
Varma, the €57.4bn Finnish pension insurer, has been at the forefront of sustainable investing for several years and has used exchange-traded funds to get there.
-
Special ReportBonds are back and aligned with a greener future
Bonds are back in vogue and, of the current fixed income opportunities available, we believe euro-denominated investment-grade credit offers one of the most compelling risk/reward profiles.
-
Special ReportInvestors turn to AI for ESG data
Artificial intelligence has a potentially large role in sustainable finance, but the challenges are significant, making it hard for investors to take a clear view
-
Special ReportAI special report: Could investment management be transformed?
While many foresee a variety of roles for artificial intelligence, critics believe it has a limited role in crucial asset management activities
-
Special ReportActive ETFs power ahead
While active managers are out of favour, their strategies embedded in an exchange traded fund package are gaining traction. In fact, they are outpacing passive ETFs as investors look for liquidity and robust risk-adjusted returns with a relatively low price tag.
-
Special ReportGlobal ETFs Industry in August 2023
At the end of August 2023, the Global ETF industry had 9,374 ETFs, with 19,378 listings, assets of US$10,359 Bn, from 671 providers on 79 exchanges in 63 countries. At the end of August 2023, the Global ETF/ETP industry had 10,967 ETFs/ETPs, with 22,593 listings, assets of US$10,595 Bn, from 707 providers on 81 exchanges in 63 countries.
-
Special ReportETFs Guide 2023: Innovation challenges concentration as investors spread their ETF wings
ETFs’ steep upward trajectory continues, driven, as industry participants note, by their low cost, simplicity, and flexibility as an allocation tool. Globally the value of assets invested in ETFs, some $10.7trn (€10trn) at the end of August 2023, is 17.5% higher than at the same point in 2022, according to consultancy ETFGI. In Europe the increase was greater, at 20.8%, but from a much smaller base, with total investment in ETFs now standing at $1.7trn, with the lower take-up still being attributed to less favourable tax treatment.
-
Special ReportSpain: New regulation introduces lifestyling
Government pushes through legislation package before elections last July
-
Special ReportGermany: Fighting for innovation
The three-party coalition faces important decisions in coming months to reconcile differences over its planned reforms to all three pillars of the pension system
-
Special ReportFrance: Macron’s major pension reforms take effect
September sees the enactment of controversial retirement reforms passed by presidential decree earlier this year, bringing 42 occupational regimes together
-
Special ReportItaly: Government eyes pension reform despite lack of resources
Giorgia Meloni’s right-wing government wants to lower retirement age and secure retirement income for young workers, but it faces an uphill battle against inflation
-
Special ReportDenmark: Early retirement rules face further overaul
Arne, a new regime to allow workers in strenuous jobs to retire early may be merged with a more popular scheme
-
Special ReportFinland: Stabilising the level of pension insurance contributions
Government programme sets out to find ways to stabilise the level of pension insurance contributions over the long term
-
Special ReportUK: Encouraging UK growth through consolidation
The UK government is pursuing plans to leverage pension assets to boost economic growth while generating best returns for members
-
Special Report
India forms cornerstone of GIC’s BRIC portfolio
The Singaporean sovereign wealth fund has invested billions in the subcontinent since the 1990s and considers the country under-invested
