Analysis

Thomas Roulland, Matt Christensen and Craig Hurt

… as ESG-oriented managers outperform in crisis

AXA Investment Managers has shown that, in the coronavirus crisis, funds and strategies which have an ESG bent outperformed those that didn’t. This is intuitive. The client note supports the notion that an observance to ESG principles adds value for

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Serge Boccassini

… and Northern offers new ESG analytics tool

Northern Trust has announced a new service to help institutional investors and their managers analyse their portfolios for ESG factors. It’s available through the big custodian’s Investment Risk & Analytical Services (IRAS) group. According to Serge Boccassini, the senior vice

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Raewyn Williams

How to get extra savings in transition management

Applying professional after-tax management in the transitioning of portfolios by super funds can save at least 30bps in the portfolio’s change-over costs, according to new research by Parametric, the specialist implementation manager. Transition managers don’t always look closely at after-tax

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Mark Kritzman

MIT and State Street debunk private equity ‘myth’

The prestigious MIT Sloan School of Management, with the assistance of State Street, has produced a paper which questions long-held assumptions about the true volatility of private equity investments. It is particularly relevant right now when some big investors are

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Edward Huynh

Coronavirus lays bare differences in multi-asset funds

While multi-asset strategies have gained popularity in recent years, mostly due to Schroders’ success in Australia and internationally, they are not all the same. Morningstar has produced a report to help investors choose an appropriate multi-asset manager. The Morningstar report

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Andrew Bragg with Treasurer Josh Frydenberg

Crisis, what crisis? Industry funds cash at record levels

by Greg Bright The cash holdings of big super funds outweigh any projected drawdowns because of the Government’s $20,000 early-release program for disadvantaged members by a big factor, according to figures compiled by Rainmaker Information. In fact, super funds have

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Rajiv Jain

… as mean reversion gets nearer, or not

For a slightly different take on the same theme, GQG Partners, another US-based global manager, says that, to a certain extent, everyone is a value investor. No-one wants to over-pay for stocks, whether they seem ‘cheap’ or ‘glamourous’. Entry price

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Yoshie Phillips

How ESG is winning the bond market vote

by David Chaplin* Fixed income managers are latching on to the environmental, social and governance (ESG) trend pioneered among their equity counterparts “with a sense of urgency”, a new Russell Investments paper argues. The study authored by Russell global fixed

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