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… How ESG ratings providers let the side down

An often-expressed criticism of the ESG investing space, mainly by institutional investors, is the lack of robust benchmarks and/or ratings from independent bodies. ESG investing is complex. A new study by Research Affiliates indicates just how much work the industry needs to do to improve accountability. The study by Dr Feifi Li and fellow researcher…

Greg Bright | 16th Feb 2020 | More
AMP Capital joins data analytics revolution

AMP Capital, a big funds manager, has enjoined the asset servicing sector of the industry in seeking out opportunities for enhanced returns and better efficiencies through data analytics. Perhaps ironically, it’s the chair of the hedge fund group AIMA Australia – Alistair Rew – who is leading AMP’s charge in the field. Rew normally tends…

Greg Bright | 16th Feb 2020 | More
  • ACSA traces evolution of custody: long and important

    When Laurence Bailey, then head of Chase Manhattan (now J.P. Morgan) in Australasia, backed the embryonic Australian Custodial Services Association, formed by a former National Australia Bank asset services manager, John Gall, in 1996, he had some big aspirations. Gall was the first secretary of the nascent organisation and Bailey decided custodians deserved to make…

    Greg Bright | 16th Feb 2020 | More
    DTCC calls security: why blockchain needs a back-up plan

    When blockchain burst into being more than 10 years ago it was heralded as the ultimate digital safe house for financial services (and everything else). But as a new report from global financial back-office giant Depository Trust & Clearing Corporation (DTCC) reveals, blockchain – also known as ‘distributed ledger technology’ (DLT) – is no set-and-forget…

    Investor Strategy News | 16th Feb 2020 | More
  • China’s expert optimistic coronavirus will peak soon

    The man who dealt with the SARS virus in China nearly two decades ago is “hopeful’ the coronavirus would be similarly dealt with by April. Investors and a lot of Australian and other business people will be hoping he’s right. But Zhong Nanshan is now 83 and still head of the National Health Commission team…

    Investor Strategy News | 16th Feb 2020 | More
    Why ‘multi-strategy’ looks good in a toppy market

    by Greg Bright It’s difficult for investment managers right now. Most equity markets are fully valued, as are fixed income markets. In the fixed income and credit markets, the outlook is challenging. How can you have negative interest rates? So, what does a fiduciary investor, such as a big super fund, do? According to Mark…

    Investor Strategy News | 9th Feb 2020 | More
    How to integrate ESG with fixed income strategies

    For many super funds fixed income portfolios can be their poor cousins in terms of integrating hard-fought ESG principles. A recent study looks at how funds can go about amalgamating ESG and fixed income. John Streur, the chief executive of US-based ESG specialist Calvert Research & Management, is visiting Australia in March to address this…

    Investor Strategy News | 9th Feb 2020 | More
    The ‘active v passive’ debate takes on new importance

    by Greg Bright As the markets get more and more toppy the active-versus- passive, age-old argument, is swinging more toward the active managers. No-one wants to get caught in a bubble of cap-weighted index-hugging indices at the end of the longest bull market in history. So, what do you do? As an aside, Australia’s main…

    Investor Strategy News | 2nd Feb 2020 | More
    ESG enhances valuations – Paris academic study

    When it comes to valuation, how ethical or not a firm is matters, according to an academic study by Augustin Landier, Professor of Finance at HEC Paris Business School, and his associates. People are prepared to pay more for an “ethical” stock and want to pay less for an “unethical” one. A new study by…

    Investor Strategy News | 2nd Feb 2020 | More
  • David Hartley’s big idea for more affordable housing

    by Greg Bright David Hartley seems to be on several missions at the same time. The chair of the investment committee and a director of the $9.5 billion Australian Catholic Superannuation fund has come up with a workable concept to ease Australia’s housing affordability crisis. Along the way, he has also developed thoughts on other…

    Investor Strategy News | 12th Jan 2020 | More
    Private markets the big winner: Casey Quirk

    Active long-only strategies will continue to drive revenues for a majority of fund managers around the world for the next five years, despite the continued encroachment by index managers and fee compression in several markets, such as Australia. But the total fee issue is not a truly global phenomenon, according to Casey Quirk. Globally, asset…

    Investor Strategy News | 12th Jan 2020 | More
    … as China offers ‘huge new avenues’ for PE and venture

    China’s private equity and venture capital (PEVC) sector grew by 36 per cent in 2018, its lowest growth rate since 2014, hitting US$600 billion. This lower growth rate is perhaps understandable as total GDP grew only 6.2 per cent that year, the lowest in 27 years. But such growth rates can be misleading. What matters…

    Investor Strategy News | 12th Jan 2020 | More
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