Not all fees are created equal
Could investment management fees be different? Nick Sykes at Mercer, suggests that an alternative fee structure that focuses on “idiosyncratic alpha” could benefit asset owners and managers.
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that while the approach doesn't magically make the return better, the fact that it frees the investment team from outdated processes and gives investment leaders the flexibility to act is what gives it an edge.
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Opportunity in the making
It is more than ever a “market of credits” rather than a “credit market”, according to Mercer, affording those with rigorous research coupled with patience, capital and flexibility the potential
PRI signatories to set priorities
PRI’s draft 10-year responsible investment blueprint will address desirable characteristics, drivers of change, and risks and opportunities within the financial system. Feedback from signatories will set priorities for the next decade.
Analysing smart beta performance drivers
Researchers at EDHEC caution against oversimplification and call for detailed analysis of smart beta strategy performance that takes into account specific properties of the respective strategies.
It’s the soft stuff that’s hard with RI
Cultivating organisational purpose, identity and culture, and leadership throughout asset-owner organisations that embeds and champions sustainability is the next frontier for responsible investment, says Rob Lake.
The future of pension management
Keith Ambachtsheer’s fourth book, to launch next month, tackles the persistent problems in pension governance, design and investment, including the sizeable aspiration/implementation gap.
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