Holding managers to account
CalPERS has integrated sustainability into its investment strategy and implementation, and uses asset class-specific criteria to assess managers on ESG.
Oil crisis: Curb or catalyst to the green transition?
The blockage of the Strait of Hormuz has left the world facing another energy crisis and warning bells of a global recession are growing increasingly shrill. Ostensibly, the crisis could also push the energy transition back as governments and companies scramble to shoulder the cost of $100 per barrel of oil and prepare for higher
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Empowering asset owners
Head of the global union movement, Sharan Burrow, has called on asset owners to “stop talking about constraints on fiduciary duty” and take the lead on the transition to a green economy. Burrow was part of a panel at the Fiduciary Investors Symposium in Chicago that told delegates the next wave of stewardship is not
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
The importance of investment beliefs
It’s often said that investment beliefs provide the solid frame on which investment strategy can hang. Some of these Magna Carta’s are beguilingly simple, like ‘Costs Matter’. Others may enshrine beliefs like ‘A Long Term Investors Has Opportunities and Responsibilities.’ So, it was with keen interest that delegates at PRI in Person 2015, the annual
Designing an investment organisation for the long-term
With so many asset owners looking towards long-term investing, it is considered for funds managers to ask how their business models are aligned with those client aims, or not. In this research paper, Geoff Warren, research director for the Centre for International Finance and Regulation looks at how investment management organisations might be built to
UK funds set RI reporting expectations for managers
A group of 16 UK asset owners with combined assets of more than £200 billion ($269 billion) have developed a guide to responsible investment reporting in public equity. The aim of the guide is to clarify the investors’ reporting responsible investment requirements as they seek to include it in RFPs, manager searches, due diligence and
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