The business case for diversity among corporates at board and management levels is compelling, according to Research Affiliates, but the investment case requires more work to measure the excess returns from having a culture that embraces diverse and dissenting views.
With the rise in impact investing – the most active direct investing segment of the ESG trend around the world – a group of 35 North American specialist private equity managers has co-published a report showing how the alpha potential
Castle Hall has launched the first of three in a series of due diligence ‘primers’ which outline key issues for investors to consider when research managers in a particular asset class or topic area. The consulting and research firm is
Factor investing continues to expand and mature, based on broadly favourable outcomes and investor satisfaction, but the real test will come, perhaps soon, when the many relatively recent adopters take their factor strategies through a market downturn, according to a
Institutional investors are more trusting of their fund managers and advisors than individual investors and the level of trust, elsewhere in the world, has generally improved in the past couple of years, according to a global study by the CFA
Renewable energy is, arguably, the hottest asset sub-class of the moment. Some fund managers, such as Aquila Capital, have a long history in the renewables area and can point to many nuances which investors should consider. Unlike some other hot
Even before last week’s political strife in the UK over Brexit, big global investors were concerned about the growing systemic risks, according to the latest international risk survey by DTCC, the post-trade infrastructure provider. The slower-than-expected negotiating progress between the
by Jonathan Shaw* Building informed member engagement is more crucial than ever if funds want to retain and attract members. Engagement is a balancing act. Just enough and super fund members make better retirement decisions. Too much and they can
In the property sector, the introduction of ESG principles has, to date, largely been confined to the design and redevelopment of ‘green buildings’. But a handful of fund managers has sought to integrate ESG in all aspects of their work.
James Swanson, the chief investment strategist at MFS Institutional Advisors, who has been with the firm for 33 years, is, like all of us of a certain age, contemplating retirement. His reflections on the world of investments show how, as
The business case for diversity among corporates at board and management levels is compelling, according to Research Affiliates,
With the rise in impact investing – the most active direct investing segment of the ESG trend around
Castle Hall has launched the first of three in a series of due diligence ‘primers’ which outline key
Factor investing continues to expand and mature, based on broadly favourable outcomes and investor satisfaction, but the real
Institutional investors are more trusting of their fund managers and advisors than individual investors and the level of
Renewable energy is, arguably, the hottest asset sub-class of the moment. Some fund managers, such as Aquila Capital,
Even before last week’s political strife in the UK over Brexit, big global investors were concerned about the
by Jonathan Shaw* Building informed member engagement is more crucial than ever if funds want to retain and
In the property sector, the introduction of ESG principles has, to date, largely been confined to the design
James Swanson, the chief investment strategist at MFS Institutional Advisors, who has been with the firm for 33
