All Special Report articles – Page 3
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Special Report
Who 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
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Special Report
Case 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.
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Special Report
The 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.
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Special Report
Bonds 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.
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Special Report
AI 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
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Special Report
Investors 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
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Special Report
Active 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.
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Special Report
ETFs 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.
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Special Report
Global 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.
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Special Report
Spain: New regulation introduces lifestyling
Government pushes through legislation package before elections last July
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Special Report
Germany: 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
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Special Report
France: 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
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Special Report
Italy: 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
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Special Report
Denmark: 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
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Special Report
Finland: 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
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Special Report
UK: 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
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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
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Special Report
Portugal: Social security surplus funds pension boost
The Socialist government aims to reduce pensioner poverty but faces considerable demographic hurdles
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Special Report
Iceland: Government faces pension fund ire over housing bond controversy
Pension funds have welcomed a relaxation in foreign investment rules but would have preferred a more liberal regime
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Special Report
Belgium: First-pillar reform caps highest pensions
Federal government manages to work out a first-pillar agreement before the parliamentary recess