All Special Report articles – Page 2
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Sustainable finance professionals take stock
IPE asked the responsible investment leads of top European asset owners a key question: has the ESG / green finance movement been effective in achieving a more sustainable economy? Here are their answers
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Special Report
What should EU investors do if the Republicans win the White House?
Sustainability-minded investors should wake up to the challenge of right-wing populism and its threat to climate policy
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Plenty left for EU sustainable finance policy to tackle
European policymakers have gone full throttle on sustainable finance over the past five years. Do they have the wherewithal to finish the job?
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Is there a role for ethics in ESG investing?
What if investors acknowledged that, sometimes, some things are just the right thing to do?
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Who decides if investors can pursue sustainability objectives?
Pension funds must be prepared in case their members don’t care about sustainability
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Investors’ climate lobbying turns from corporates to sovereigns
Engagement efforts with companies on climate issues have fallen short, and investors are now raising the stakes by lobbying governments on climate policy
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Corporate reporting: UK pivots to a forward-looking view on climate transition plans
The Transition Plan Taskforce has given its final recommendations for climate transition plans. If adopted by the FCA they will lead to a step-change in reporting by financial institutions
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Natural capital and biodiversity: betting on disclosure for nature
The Taskforce on Nature-related Financial Disclosures (TNFD) has taken a pragmatic approach to developing its final recommendations
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A blueprint for a transition-aligned financial architecture
Investors, governments and the entire international financial architecture must design their own their transition plans
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ESG Guide 2023: The future of sustainable finance
With or without the backlash against ESG in the US, big questions have been looming over the sustainable finance industry – like ‘is sustainable finance working?’.
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Phase two of Climate Action 100+: five reflections
The landmark collaborative investor engagement initiative must prove its worth
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Sustainable fixed income products gain ground
Institutional investor exposure to sustainable investment products has declined in recent months as macroeconomic developments have driven a shift back into fixed income products.
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Special Report
Focus returns to fixed income ETFs
Fixed income is back, baby! In the seven months to the end of July 2023, flows into European-domiciled fixed income exchange-traded funds were €39bn compared with €14bn for the same period last year, according to Morningstar.
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Special Report
Decarbonisation outcomes: preparing portfolios for a low-carbon world
The climate challenge is clear, and more investors are looking to include climate investing solutions in their portfolios. Next to funding climate solutions and enabling negative emissions, the decarbonisation of portfolios is one of the most important objectives for climate investing.
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Innovation and choice challenge the established players
The wonderful breeding ground of ETFs means that you can now allocate to any sector or specialism you like, from artificial intelligence to recycled gold; export-tilted Japanese companies to carbon credits. New launches this year include Texas Equity, following the fortunes of companies headquartered in the Lone Star State; the euphoniously named Clouty Tune, which brings global exposure to music, entertainment and media; and Breakwave’s Tanker Shipping ETF, which tracks an index for crude oil tankers.
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Case study: MHPF - Searching for greater transparency
Transparency is one of the most important elements of exchange-traded funds (ETFs) for many investors. For some, however, there is always room for improvement.
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Special Report
Case study: How CalSTRS uses ETFs to support the energy transition
The California State Teachers’ Retirement System (CalSTRS) manages US$315.6bn (€294.3bn) on behalf of teachers and education staff in the state of California. Environmental considerations and the transition to a low-carbon economy are high priorities for the pension fund, which is one of the biggest public sector funds in the US.
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Case 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.
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Special Report
Faith-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.
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Case 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.