February 17, 2017
A new set of US stewardship responsibilities for investors and a governance framework for listed companies, backed by some of the largest US-based asset owners and managers, is long overdue.
Against a backdrop of geopolitical tumult, Mercer’s Phil Edwards outlines four developments investors will need to consider when building and adjusting their portfolios for the year ahead.
The link between better governance and stronger returns lies somewhere between faith and fact; however, in a historically tough climate, the argument for best practice seems overwhelming.
We can debate the certainty of risks and returns, but maintaining that investment in tobacco is in the best interests of ordinary workers is clearly becoming an increasingly difficult position.
From quantum computing increasing the risk of damaging cyber attacks to towering global debt levels, pension funds are being urged to adopt clear risk strategies to manage emerging risks.
In exercising fiduciary duty, it is not the origin of long-term value drivers that matters, but their financial materiality, and that includes ESG says Will Martindale, head of policy at PRI.
- Top US funds embrace stewardship code 53 views
- Asset owners zero in on managers’ fees 19 views
- Alternative credit on LD’s short horizon 17 views
- AIMCo’s evolving hedge fund strategy 11 views
- PGGM, APG lead Dutch sustainability push 9 views
- NEST diversifies via high-yield bonds 8 views
- Historical sector returns and the future of investing 7 views
- German fund ÄVWL’s anti-cyclical ethos 7 views
- Program related investment highs + lows 7 views
- OPTrust is making investment look easy 7 views