All Special Report articles – Page 15
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Special ReportISSB: A new body for sustainability standards
As it comes to life, the new International Sustainability Standards Board faces a complex path towards harmonisation of fragmented frameworks
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Special ReportThe importance of defining inflation
Investors must reflect on the nature and components of the current rise in inflation
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Special ReportEnergy: Are pension funds missing out in the rush to decarbonise?
As investors divest from fossil fuels, others are stepping in, and the result is not lower emissions from the hydrocarbon industry
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Special ReportNextGenEU: Towards a new euro yield curve?
Bonds designed to support member states hit hardest by the pandemic look set to become a new safe asset
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Special ReportOutlook: New challenges await
Inflation rising above central bank targets in both the US and Europe threatens the global economy as it recovers from the shock of COVID-19. The impact on interest rates and growth is unclear, leaving investors with a dilemma on their hands. Should they continue to maintain a risk-on stance or raise their defences against potentially higher volatility throughout next year? At this time of uncertainty, IPE asked a selection of CIOs and strategists to comment about their asset allocation priorities for 2022 and beyond
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Special ReportSpecial Report – Prospects 2022 for European Institutional Investors
It’s all about inflation, stupid! Well, yes and no. While inflation is one of the top concerns raised by contributors to our vox-pop section on the economic outlook, growth and interest rates feature highly too. On the topic of inflation, EFG Bank’s Stefan Gerlach outlines why inventors should look at the underlying components of headline inflation numbers. We also look at the NextGenerationEU bond issuance programme, and the implications on the bond market. And energy specialist Cyril Widdershoven outlines the case for oil and gas as a transition play.
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Special ReportWhat makes an “impact” investment manager?
Understanding the required foundation to build, manage, and measure an impact portfolio.
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Special ReportStewardship: Heavy-lifting network
Groups like Climate Action 100+ can help index managers to target their investment heft in engagement with individual companies
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Special ReportThe global race to net zero
Leading global asset managers aiming to achieve net zero greenhouse gas emissions by 2050
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Special ReportFuture proof: impact investing
Impact investing is trending. The International Finance Corporation (IFC) estimates that investor appetite could grow to USD 26 trillion, with as much as USD 5 trillion of that in private markets. Looking at the market size of impact investing, the Global Impact Investing Network (GIIN) currently estimates that it was USD 715 billion at the end of 2019, with private debt attracting the highest capital allocation (34%). The huge gap between potential demand and the current market size shows that there is great potential for the impact investing market to grow.
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Special Report
Net Zero and Just Transition for Pension Funds
The Conference of the Parties (COP) 26 in Glasgow represents a new milestone in the global fight against climate change, with a more climate-friendly US administration and growing mobilisation in favour of “Net Zero”. Six years on from the Paris agreement, the objective is clear: limiting temperature rise to well below 2°C above pre-industrial averages, which means reaching net-zero carbon emissions by 2050, and halving them by 2030.
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Special ReportStrategy: Focus on real-world GHG
A portfolio decarbonisation framework for real-world greenhouse gas emissions impact
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Special ReportIn search of an ESG standard in a sea of ESG ‘standards’
International Financial Reporting Standards (IFRS) and US Generally Accepted Accounting Principles (GAAP) have given us the tools to compare and evaluate revenue streams from vastly different sectors and industries. For example, we can calculate and contrast a firm that sells agricultural products in Germany vs. a firm that offers cloud computing services in Singapore.
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Special ReportThe prospects for green energy
Hydrogen and other green energy sources are beginning to attract private capital at scale
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Special ReportGreen sentiment and its effects
A new type of index could help track demand for green assets
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Special ReportSpatial finance: A data-driven perspective on industrial output
Artificial intelligence-enabled spatial finance data could help overcome poor and lagging data disclosure by listed and private companies
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Special ReportMaking sense of ESG Data: How to Quantify SDG Contribution
Sustainability is one of the world’s most prevalent topics, and within asset management investors are accordingly shifting their portfolios towards environmental, social and corporate governance (ESG) investing. As a result of this increased demand for ESG investing, various frameworks have emerged such as ESG rating, ESG metrics and Sustainable Development Goal (SDG) impact. These frameworks are defined by a vast amount of data and specific methodologies in order to measure the exposure. This poses a challenge for investors due to the necessity to understand the complexity of sustainability while also dealing with the quantity of available data.
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Special ReportUnravelling the conflicts in ‘Double Materiality’
Where do you draw the ‘moral’ line and how do you have a genuinely positive impact?
