institutional investors

Institutional investors feel ready for anything markets might throw at them, according to a new report from Mercer. But while they still want to manage money themselves, a lot of them don’t know if they’re any good at it.

Institutional investors are pushing companies for disclosures that clearly detail how climate-related risks impact the bottom line, according to a new global survey. The sixth annual Institutional Investor Survey carried out by specialist consultancy firm Morrow Sodali confirmed environmental, social and governance (ESG) factors are now firmly entrenched across industry practices. Almost 100 per cent…

While tactical asset allocation strategies have had a long history in Australia, their newish incarnation, as global macro funds, have tended to go in and out of fashion in step with market jitters. The current volatility is good news. Starting with separately managed accounts in 2017 and launching a fund in April 2019, boutique manager…

Amundi Asset Management, Europe’s largest fund manager, has launched two strategies to build on its ESG-related offerings, a European equities and US equities fund, both of which focus on companies which are improving their ESG credentials. The three points of differentiation with the new funds are: an exclusion policy covering companies which sit outside the…

Aviva Investors last week (November 30) launched an Australian-domiciled global equities fund for institutional investors, targeting alpha from companies that are either providing solutions to climate change or transitioning their business models for a low-carbon economy. The strategy is based on the firm’s European version of the fund. The Climate Transition Global Equity Fund, which…

Research Affiliates, the global smart-beta manager and advisory group, has called on institutional investors to pressure companies over their reporting of green-house gas emissions. Forward-looking reporting is proving useless, a new study reveals. In a webinar for Australian and New Zealand investors and advisers last week (November 18), Vitali Kalesnik, Research Affiliates partner and director…