All Special Report articles – Page 17
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Special ReportFrancis Richard Pereira: Challenges for COP26
Action is required in three key areas to mobilise private finance for climate-change goals
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Special ReportTowards Net Zero: COP26 and Beyond for Institutional Investors
The term Net Zero is becoming entrenched in political and business life as governments, banks, insurers, asset owners and, not least, corporates sign up to demanding pledges to reduce carbon emissions in the service of limiting global temperature rises to within 1.5C. Our extensive Special Report looks at Net Zero through an institutional lens, talking to leading pension funds about their climate related commitments, but covering also areas like carbon pricing, portfolio transition, blended finance and the latest investment research
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Special ReportBT Pension Scheme: Ambitious 2035 net-zero target
The pension scheme has set itself a series of tough climate objectives
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Special ReportQ&A: A manager selector’s perspective
IPE asked RisCura’s head of research, Faisal Rafi, for a perspective on the wider implications of recent events in China
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Special ReportCommon prosperity reshaping equity markets
China’s focus is shifting to emerging industries in its drive to become a powerhouse of innovation
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Special ReportCommentary: A mile in Xi’s shoes
The shift from ‘trade war’ to ‘tech war’ between China and the US has forced China’s policy makers to deal with the country’s three key vulnerabilities
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Special ReportInterview: Diana Choyleva
Diana Choyleva, chief economist at Enodo Economics, says the battle for technological supremacy between the US and China will transform the global investment map
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Special ReportInvesting in China
Investors the world over are thinking about China, from Soros to Mr and Ms Main Street. Our contribution to this theme (written before the Evergrande story broke) looks at both private and public equity, where managers are looking to align portfolios with China’s long-term investment needs. From a manager selection perspective, boots plus portfolio managers on the ground were an essential ingredient for successful portfolio positioning ahead of the July regulatory crackdown.
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Special ReportPrivate equity: Focus shift brings turmoil to market
China’s focus on ‘common prosperity’ is boosting the importance of ESG factors and generating new opportunities as well as risks
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Special ReportMulti-purpose, measuring up and poised for the European mainstream
As the world economy emerges from COVID-19, the relentless rise of ETFs continues. Assets invested in ETFs and ETPs listed globally reached a record $9.35trn (€7.94trn) at the end of June 2021, with year-to-date net inflows at a record $660.7bn, according to research firm and consultancy ETFGI.
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Special ReportGreen ETFs: a perfect pairing or fleeting fad?
Sustainable investing is here to stay. What was once a set of niche strategies for environmentally conscious investors is now an industry expected to hold a third of global assets by 2025, according to Bloomberg analysis.
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Special Report
Sustainable ETFs are a pension scheme’s friend
Pension fund trustees already face myriad challenges and, today, most schemes face a timeline for compliance with various climate and ESG regulations, which vary by country, scheme type and scheme size. Meanwhile, the intensifying spotlight being shone by scheme members on areas like climate, diversity and stewardship will continue to pave the direction of travel.
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Special ReportInvestor self-seeded ETFs: the dos and don’ts
Two of Finland’s biggest pension firms – Varma and Ilmarinen – have initiated the launch of several ESG-themed ETFs over the past few years. In April this year, Ilmarinen announced it was investing €170m in the new AXA WF US high yield low carbon bonds fund, which focuses particularly on the carbon and water intensity scores of issuers, acting as a seed investor for the fund launch.
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Special ReportESG and fixed income: a new direction for ETF investors
Fixed income has long lagged equities in the environmental, social and governance (ESG) investing space, but we are at a turning point in ESG investing in corporate bonds, for both active and passive management. Rising demand for ESG debt is leading to the development of a rapidly expanding range of fixed income solutions. As increasingly socially conscious investors re-evaluate their asset allocations, fixed income exchange-traded funds (ETFs) present an opportunity for the reshaping of portfolios.
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Special ReportIndex design: do your research
Thematic exchange-traded funds (ETFs) are not new but over the past year those with a sustainability and technology slant have captured the imagination. Inflows have surged but investors are advised to be vigilant and judiciously examine the index construction and approach. As past events have shown, it is too easy to be caught off guard by rebalancing or by stocks that may not fit the bill.
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Special ReportWhat the data-led technology revolution means for ETFs
Since launching in the early 1990s, ETFs have had a considerable impact on the investment landscape, providing a low-cost, simple alternative to mutual funds.
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Special ReportEvolution and diversification outpace consolidation
Asset manager consolidation had a direct impact on the European ETF market this year when Amundi announced its acquisition of Lyxor. This will merge the two largest French providers of these product ranges.
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Special ReportTurning scale and commitment into influence
The popularity of passive strategies such as ETFs among institutional investors might at first sight appear inconsistent with the role of asset owners as effective corporate stewards. The reality is that passive does not equate to a lack of interest or influence.
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Special Report
Sustainable evolution puts index design centre stage
As the growth in sustainable investing continues to gather pace, index-based solutions have become popular with investors as a simple, low-cost and transparent way to implement sustainable strategies.
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Special ReportBuilding stronger portfolios for a low carbon world
Limiting further global warming will require less fossil fuel use and an increase in the production and use of greener forms of energy. As the world transitions to a low carbon economy, investors need to prepare their portfolios to manage the risks and capitalise on the opportunities that are being created across all markets, sectors and regions.
