Swiss investor gets real
Publica, one of Switzerland’s largest investors, is reallocating assets away from government bonds into real assets as it dynamically adjusts asset allocation due to macro-economic instability.
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UK fund merger a first
Two UK local government pension schemes will merge, with a strategy of boosting internal management to 80–90 per cent of assets as well as paring back equity allocations.
Equities sell down
To better manage downside risk, the second-largest UK local government pension scheme has a plan to gradually alter its equity allocation.
Guide to persuading trustees to join the ESG journey: CalSTRS and BT Pension Fund explain all
For many asset owners, persuading their trustees to adopt an ESG strategy can be a challenge. The ESG strategy of one of the UK’s biggest pension funds, the $65 billion BT Pension Scheme, became more serious with the realisation that the scheme’s sponsors and beneficiaries were more interested in the area, said Daniel Ingram, head of
CalPERS pushes for carbon disclosure to boost returns
Mapping a company’s carbon footprint, or the emissions it produces, is an important and growing part of portfolio analysis at CalPERS says Anne Simpson, senior portfolio manager and director of global governance at the $307 billion fund speaking at PRI in Person 2015, the annual conference for the UN-supported international network of investors working to
Culture is key in the ESG journey
Renosi Mokate, board member at Africa’s largest pension fund South Africa’s Government Employee Pension Fund, GEPF, believes that one reason the R1 trillion ($107 billion) fund so comfortably embraces ESG principles stems from South Africa’s own turbulent history. “Our investment policy has been influenced by our history,” she says, speaking at PRI in Person 2015, the annual
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