All thematic investing articles
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Interviews
Thematics Asset Management’s CIO on themes and investment challenges
Out of the 19 boutiques businesses belonging to the Natixis Investment Management franchise, Thematics Asset Management is by no means the smallest, but it is not exactly a juggernaut, managing €3.3bn of assets at the end of last year. Yet, it is actively contributing to what could be a crucial evolutionary step for global investors.
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Analysis
Interview: Elizabeth Fernando on NEST’s new thematic strategy
Sustainability focus underlines NEST’s growing importance as a UK institutional investor
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News
NEST to invest £5bn in thematic equity fund by 2030
The UK workplace pension scheme appointed Lombard Odier Investment Managers to manage the multi-thematic equity fund
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Analysis
Thematic investing set to morph into impact investing
In the second article on a new survey, Vincent Mortier, Monica Defend and Amin Rajan argue that greater granularity in ESG investing is set to boost impact investing
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Asset Class Reports
Equities – Thematic funds tap into future trends
Themes have long captured the imagination of retail investors. Now institutions are showing interest, despite the lack of clear definitions
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Special Report
Pension funds on the record: The benefits of a themed portfolio
European pension funds are increasingly organising portfolios according to ‘themes’. Here are two examples of thematic investing in equities
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Features
Research: Thematic investing is set to attract fresh capital
In the second article on the new Amundi-Create Research survey, Vincent Mortier and Amin Rajan highlight pension plans’ interest in thematic investing
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Interviews
AP4: A pension fund investing 40 years into the future
Niklas Ekvall (pictured), CEO of Fjärde AP-fonden (AP4), one of the Swedish buffer funds, talks to Carlo Svaluto Moreolo about building a robust and sustainable long-term portfolio
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Special Report
DC/Hybrid Strategy - NEST
Judge’s comment: “NEST remains at the forefront of the defined contribution market in Europe with its innovative strategies and, predominantly, its risk approach.”
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Special Report
Austria 2015 - Allianz Pensionskasse & VBV Vorsorgekasse
Judge’s comment: “No-nonsense approach and outstanding performance ensure this is the best Austrian Pensionskasse performer in 2014”
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Special Report
Climate Related Risk Management 2015 - Environment Agency Pension Fund
Judge’s comment: “This is very good on all three major counts: decarbonisation, green investments and stewardship. Plus, it is strong on collaboration, too”
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Special Report
Emerging Markets 2015 - Royal County of Berkshire Pension Fund
Judge’s comment: “Wide ranging and well-thought out approach to investing in emerging markets incorporating a broad universe of asset classes”
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Special Report
Diversification 2015 - Bosch Pensionsfonds
Judge’s comment: “Very solid diversification management combining standard diversification in terms of assets, sectors, styles and dynamic monitoring”
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Special Report
ESG 2015 - ERAFP
Judge’s comment: “A solid, active and credible policy and implementation, with good transparency and monitoring and a serious approach to climate change.”
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Special Report
In-house Investment Team 2015 - British Steel Pension Fund
Judge’s comment: “A very convincing entry practically setting the standard in defined-benefit asset liability management and overall investment governance”
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Special Report
Innovation 2015 - Merchant Navy Officers' Pension Fund
Judge’s comment: “A big step to have been able to hedge one of the main liability risks by not allowing itself to be limited by standard hurdles.”
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Special Report
Real Estate 2015 - Merseyside Pension Fund
Judge’s comment: “Highly commendable, especially the relative performance versus peers. To move from bottom quartile to almost top quartile is a fantastic achievement.”
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Special Report
Portfolio Construction 2015 - FRR
Judge’s comment: “A very detailed and well-thought out approach and clear commitment to develop the portfolio further in terms of diversification and risk.”
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Special Report
Infrastructure 2015 - PensionDanmark
Judge’s comment: “Good international as well as reasonable sector diversification, albeit focused on renewable energy, with evidence of being a first mover.”
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Special Report
Risk Management 2015 - Superannuation Arrangements of the University of London (SAUL)
Judge’s comment: “Very strong performance that reflects the clear innovation involved in SAUL’s solid pensions risk management framework.”