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Casey Quirk’s Global Asset and Flows Review
Casey Quirk has released its inaugural Global Asset & Flows Review, powered by eVestment Alliance. This new publication, issued quarterly, provides key information about estimated assets under management and net new inflows reported by fund managers worldwide, with a particular focus on the U.S. institutional fund management marketplace.
2018 CIO sentiment survey
The annual Chief Investment Officer Sentiment Survey, conducted by conexust1f.flywheelstaging.com and Casey Quirk, a practice of Deloitte Consulting, has revealed a global asset owner community that is less tolerant of risk and more interested in negotiating fees.
Skulls, financial turbulence and risk management
Based on a methodology introduced in 1927 to analyse human skulls and later applied to turbulence in financial markets, this study by Mark Kritzman and Yuanzhen Li, published in the Financial Analysts Journal, shows how to use a statistically derived measure of financial turbulence to measure and manage risk and to improve investment performance.
Study casts doubt on liquidity of UK market
A study into the workings of the UK stock market has found that its liquidity is reduced by high-frequency trading, raising concerns that Europe’s biggest equity market is not as deep as once thought.
Make companies pay for engagement
Businesses should be forced to pay a levy to support robust shareholder engagement, says Peter Butler, chief executive of Governance for Owners (GO), a UK shareholder rights partnership, because effective stewardship will only become a fixture of the institutional investment industry when it carries a big price tag. He spoke with Simon Mumme.
CalSTRS’ plan for its net zero plan
CalSTRS has been a leading light in ESG integration in the US but its board has been slow to adopt a net zero pledge, with internal debate centred around the most motivating factors to achieve net zero. Now it’s made the pledge it will spend the next 12 months mapping the path to achieve net zero. Amanda White spoke to head of sustainability, Kirsty Jenkinson.
Full transparency of big hedge fund positions from now on: AIMA
The peak body for the global hedge fund industry, the Alternative Investment Management Association (AIMA) has backed a proposal mandating the full transparency and disclosure of ‘stematically significant’ positions and risk exposures held by hedge funds to their national regulators.
Implementing net zero
What does it really mean to achieve a net zero strategy? As more investors make pledges for net zero, they need to set a strategy to achieve it. Investors leading the pack – ABP, Church Commissioners for England and CalSTRS – discuss the behaviour changes that are needed and how to allocate.
De-risking needs buy-in: Mercer
Determining a pre-defined strategy and committing to it is the key to dynamic de-risking, according to executives at Mercer in Canada, who are seeing a lot of interest in the strategy, but hesitancy in implementation.
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