Almost half of senior managers in the financial services sector are not aware of forced labour and exploitation in the UK, a new report has found.
The ‘social premium’ for investing in companies with good or improving social practices is rising, according to new research from US-based asset manager Federated Hermes.
As Europe’s asset management industry readies itself for sweeping reforms to sustainability regulations, leading finance lawyers Matthew Baker, Bernd Geier, and Chris Ormond from international law firm Bryan Cave Leighton Paisner say the reforms hold many exciting opportunities for asset managers.
“Hold your views, but hold them lightly”: Fast-growing GQG Partners on the art of devil’s advocacy in asset management
In a year when many money managers were losing ground, Florida-based outfit GQG Partners were able to double assets under management to USD62 billion.
Known for its volatility, lack of transparency and still-evolving regulatory environment, China’s onshore equity market can be scary for even the most stoic institutional investor.
Investment companies recovered from pandemic lows to hit a fresh all-time high in assets, totalling GBP221.4 billion at the end of November, according to data from the Association of Investment Companies (AIC).
Near-record amounts of new capital flooded into equity funds in November, as investor confidence was restored by the announcement of three safe and effective vaccines against Covid-19, according to the latest Fund Flow Index from global funds network Calastone.
Investors piled back into value stocks as November’s twin breakthroughs in the search for an effective vaccine against Covid-19, by Pfizer/BioNTech and Moderna, renewed optimism and prompted a huge rally in global markets.
Legendary ‘Mr China’ investor explains why global asset managers will struggle to crack Chinese market
China is seen as the jewel in the asset manager’s crown after foreign ownership restrictions in the industry were relaxed in April. Global firms including BlackRock, Fidelity International and Vanguard have applied to set up wholly-owned mutual fund units in China, hoping to tap the country’s fast-growing USD2.6 trillion retail fund market.
Financial stability across the world could be under threat from climate change, with the Financial Stability Board (FSB) warning that environmental deterioration could hit asset prices, financial liquidity, and borrower creditworthiness.
UK pension funds urged to step up infrastructure investing to boost long-term economic sustainability
Pension funds in the UK are being urged to step up their infrastructure investment, as speakers at a pensions conference this week emphasised the need to preserve the long-term sustainability of the UK economy.
By Francesc Balcells, CIO of EM Debt at FIM Partners, an institutional asset manager focused on emerging markets.
The FED and other central banks launch massive asset purchases, equities and global bonds rally, the market piles on inflation hedges, industrial commodities strengthen, and the dollar dips.
Diversity and inclusion have become a priority for institutional investors in the UK, two thirds of which say their firms are excluding companies from their investment portfolios if they fail to meet certain thresholds.
Active equity funds celebrated their best month in five years in December, as data from funds network Calastone reveals that half of the month’s GBP1.7 billion investment flows in active equity went towards ESG funds.
Institutional allocations to private markets to rise again in 2021, finds Commonfund investor survey
Institutional investors are planning to increase allocations towards private markets in 2021, with a particular focus on small and medium-sized US private equity funds as well as venture capital, secondary and co-investment funds, according to Commonfund Capital’s fourth annual private markets investor sentiment survey.
Three early adopters of natural capital investing – HSBC Pollination Climate Asset Management, Lombard Odier and Mirova – have come together to form a new alliance dedicated to growing natural capital as an investment theme.
A group of 15 leading institutional investors including Amundi, Man Group, and Brunel Pension Partnership have filed a shareholder resolution with HSBC, targeting the bank’s financing of coal assets.
Institutional investors are spending 30 per cent of their time on tasks that do not add value to the investment process, including searching for documents on shared drives, and typing up handwritten notes from meetings.
Demonstrating control in a crisis (again): How Covid-19 has reaffirmed the hedge fund allocator shift to dedicated managed accounts
By Joshua D Kestler, Global Head of HedgeMark, BNY Mellon – In the 12 years since the 2008 financial crisis, many large institutional investors have adopted Dedicated Managed Account (DMA) structures in order to address the challenges in commingled hedge funds that were exposed during the crisis (click here for a brief refresher). These investors were well-prepared to more effectively manage their portfolios through the market volatility which has resulted from the Covid-19 pandemic while eliminating many of the structural risks that can be exacerbated during a crisis scenario.
The scale of the corporate restructuring needs globally “could exceed the previous peak seen after the 2008 global financial crisis”, according to a recent note from BlackRock.
Japanese equities “overdue for re-evaluation” as better corporate governance opens growth opportunities
The tide may be starting to turn for Japanese equity funds, as Japanese companies’ cash-rich balance sheets and improvements in corporate governance reduce scepticism from global investors.
UK dividends are showing “positive signs” of a future recovery after almost halving to a headline total of GBP18 billion in the third quarter of 2020, according to the latest UK Dividend Monitor from global financial administrators Link Group.