Climate Risk and the Data Revolution Emerging Markets, ESG, Factors, Quant & Systematic A revolution in data mapping the effects of climate change has created opportunities for investors to develop a more granular picture of the risks involved, while it is also likely to lead to a gradual repricing of assets, PGIM says. Read More
The GPF Approach Through COVID Asset Owners, Chief Investment Officers, Equities, ESG An increased focus on overseas equites and human rights, particularly in the Thai fishing industry, has helped Thailand’s second largest pension fund to deliver strong returns while better managing risk, Dan Purves writes. Read More
AustralianSuper and the Energy Transition Asset Owners, ESG, Infrastructure, Private & Alternative Markets The Energy Transition offers much more than investing just in renewable energy, AustralianSuper says. And with the Green New Deal taking off in the US, the fund is now forging ahead with establishing a New York office to capitalise on these opportunities. Read More
Finding ESG Trends through Quant ESG, Factors, Quant & Systematic Taking a quantitative approach to ESG allows investors to capitalise on companies moving towards greener and more sustainable business models, rather than simply screening out the biggest polluters and narrowing down the opportunity set, CFM says. Read More
COVID sparks PROP Relaunch ESG Mental health awareness campaign People Reaching Out to People (PROP) has relaunched its educational campaign, 12 months after the start of the coronavirus pandemic in Australia. Read More
Sustainable Investing with OPTrust Asset Owners, ESG, Women in Finance Sustainability and innovation are often linked, according to Canadian pension fund OPTrust. We spoke to Alison Loat to discover how this influences the fund’s investment decisions. Read More
A Guide to Investment Governance ESG, Guides Investment governance has become a key focus for many funds, as legacy models of decision-making are replaced by clear and structured delegation frameworks. In this guide, we collect some of the key interviews with asset owners about their views on good governance. Read More
Nest: Investing for Mega-trends Asset Owners, Chief Investment Officers, ESG Mega-trends are at the front and centre of the National Employment Savings Trust’s (Nest’s) thinking when it comes to how it runs its money, with plans to increase tilts to climate aware equities and expand these to other asset classes. Read More
Reflections on Governance at NZ Super Asset Owners, ESG, Women in Finance Catherine Savage retired as Chair of New Zealand Super at the end of March this year, after 12 years on the board, five of which as chair and almost a decade as Deputy Chair. [i3] Insights spoke to Savage about the essential ingredients of good governance. Read More