ESG relevance scores and ESG-dedicated sections in ratings commentaries are examples of how ratings agencies are addressing demand for analysis of such risk factors in fixed income, the PRI’s Carmen Nuzzo says. Managing data for good comparisons will be a challenge going forward.
The £11 billion TfL Pension Fund has released its first-ever annual sustainability report. The fund for public-sector transport workers hopes the report will help bring more members on board with its well-established ESG strategy and also make clear to its asset managers what it expects of them.
The Netherlands’ Achmea Investment Management, Blue Sky Group and SPF Beheer have teamed up on a joint investment platform designed to lower fees and expand opportunities in private equity. Jos van Gisbergen, senior portfolio manager for private equity at Achmea, explains how it works.
In the debut of this new regular series, we examine the relationships that evolved as Textron’s pension fund and Palisade Capital Management developed a new bespoke investment strategy.
The £21 billion Coal Pension Trustees is targeting income and shoring up cash flows. CIO Mark Walker has a new bond portfolio in the works and is examining private debt and property closely. He’s also targeting onshore equities in China.
The CHf4 billion CERN pension fund maintains a dynamic, tactical strategy that takes into account the market environment and the fund’s liabilities. Once risk levels are set, CIO Elena Manola-Bonthond tweaks and adjusts to stay on target, employing strict due diligence in areas such as private equity and hedge funds.
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