PRI: Assessing the ‘S’ in ESG
Policymakers worldwide are enacting laws and guidelines that give investors what they need to discover the risks and opportunities social issues present – and funds are already taking advantage.
The future belongs to investors who can adapt
Canada's HOOPP has officially adopted the total portfolio approach since the start of 2026. Unpacking the move, the fund's managing director and head of total portfolio group Jacky Lee writes that while the approach doesn't magically make the return better, the fact that it frees the investment team from outdated processes and gives investment leaders the flexibility to act is what gives it an edge.
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Path to sustainable infrastructure
Researchers make a call to action as a study reveals that despite much growth in sustainable infrastructure, it’s still not a part of core allocation strategy for many investors.
Locking up capital has pros and cons
In theory, closed-end funds should outperform over long horizons – they can avoid forced sales. But in practice, lack of monitoring and alignment can lead to agency costs and underperformance.
Growth dynamics define sustainability
Will long-term GDP growth behave like bacteria in a petri dish or rabbits on a deserted island? The answer has implications for investors attempting to construct sustainable portfolios.
Beware the hidden dangers of exotic ETFs
When an exchange-traded fund isn’t closely matched by its underlying components, liquidity can dry up, credit risks can emerge, and other factors can eat away at expected returns.
Passive managers, active ownership
Passive managers have greatly increased their market share. It’s more important than ever that they show best practice in active ownership by engaging on ESG issues and focusing on the long term.
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