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Kay calls for philosophical shift

In an interview with conexust1f.flywheelstaging.com, John Kay, economist and author of the UK government-commissioned enquiry into long termism and the UK equity markets, has said it is “fanciful to imagine large number of trustees will have the skills and knowledge to have long-term relationships with corporates”. Kay says the key players in the UK equity […]
Amanda WhiteOctober 5, 2012
Research

UK equity allocation falls

Equity allocation by UK pension schemes continues to fall, but the assets are being re-allocated into “everything else except gilts”, according to Mercer chief investment officer, Andrew Kirton. Last year equities allocations by UK pension funds fell by 5 per cent, according to Mercer, as they attempt to deal with the enormous amount of pension […]
Amanda WhiteOctober 5, 2012
Uncategorised posts

CalSTRS considers
asset risk factors

The $152.5-billion Californian State Teachers Retirement System (CalSTRS) is undertaking an asset-allocation review that will consider the underlying risk factors of assets for the first time. Chris Ailman, chief investment officer of CalSTRS, says the fund is in the middle of an asset-allocation study, which would likely take six months, and would take a different […]
Amanda WhiteOctober 2, 2012
Uncategorised posts

Complexity: thinking ahead

Complexity is, well complex. And as trite as that sounds, it’s something investors, even professional investors, don’t understand well enough, according to Tim Hodgson, head of the Thinking Ahead Group at Towers Watson. The Thinking Ahead Group (TAG), as has been reported here before, gets paid to think – a gig conexust1f.flywheelstaging.com is envious of. […]
Amanda WhiteSeptember 26, 2012
Uncategorised posts

Study finds greenness equals performance

There is a positive correlation between the investment performance of REITs and the “greenness” of their portfolio holdings, according to a new paper by Maastricht University’s Piet Eichholtz, Nils Kok and Erkan Yonder. The paper – Portfolio greenness and the financial performance of REITs – finds that investment performance of REITs is positively related to […]
Amanda WhiteSeptember 19, 2012
Uncategorised posts

Benchmarking ESG changes behaviour

The power of benchmarking funds on sustainability is demonstrated by the fact 171 property companies and funds surveyed in the 2012 GRESB benchmarking report reduced GHG emissions by 6 per cent – this is a reduction of 432,000 metric tons of CO2, the equivalent of removing 85,000 cars from the road. The Global Real Estate […]
Amanda WhiteSeptember 19, 2012
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