Be clear on factor strategies’ benefits
Smart beta, factor indices and other products promise a middle ground between traditional passive and active. But they vary greatly, and investors need to take a hard look before adopting them.
In the final part of a column series exploring a new risk management framework, 'risk 2.0', WTW global head of portfolio strategy Jeff Chee outlines what investment professionals of the future need to understand about the commonalities of risk events and the resulting benefits of an interconnected risk mindset.
Smart beta, factor indices and other products promise a middle ground between traditional passive and active. But they vary greatly, and investors need to take a hard look before adopting them.
Investors in all jurisdictions need tools designed to let their AGM votes truly express their commitment to responsibility. A manoeuvre popular this year may fill the gap until reform arrives.
The last decade was full of growth for large asset owners. To write a similar story over the next 10 years, they’ll need the self-awareness to fuel the good governance necessary for success.
There is growing recognition that globalisation has a downside. But whether they are mitigated, or continue on the current course, investors should be looking to safeguard their portfolios.
PRI is working on aligning Europe’s financial system with sustainability objectives, as ESG-related initiatives gain momentum globally. Head of policy and research, Nathan Fabian, explains.
Private investors seeking infrastructure opportunities must generate confidence that they’ll be good long-term stewards. The Better Infrastructure Initiative has 10 principles they can follow.
Opinion