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Solutions to Europe’s energy crisis
Chris Hulatt, founder, Octopus Group, and Olivier Rousseau, executive director of France’s FRR, reflect on the European energy crisis. Speaking at FIS Chicago, they warn of consumer pain ahead, urging governments to do more to build renewable energy infrastructure. Cripplingly high energy costs in the UK where the average annual household bill is forecast to
Net zero commitments make greenwashing more prolific
The proliferation of grand gestures of sustainability, such as net zero commitments, means manager due diligence is even more important and more intensive, according to global head of research at Willis Towers Watson, Luba Nikulina.
Climate politics: BlackRock hits back at NYC Comptroller
The skirmish between the New York City Comptroller and BlackRock over climate alignment of the city’s public pension funds – a fight worth a $42 billion mandate to BlackRock – highlights the complexity and impracticality of aligning climate expectations, reporting requirements and business imperatives.
Revisiting global small caps
This research insight by MSCI, shows global small caps still exhibit distinct characteristics that provide opportunities for portfolio diversification and active management.
It’s ‘arrivederci’ for Italian funds managers
A new regulatory environment in the Italian asset management industry could be a boon for international players as domestic firms may consider selling due to more stringent capital requirements, a study by RBC Dexia and Ernst & Young has found.
…. as green investments/sustainability become a focal point
The Yale endowment has a substantial and growing exposure to green investments with allocations in timberland, emerging markets and venture capital including more than $100 million in cleantech.
UTC and AEW build recipe for RE success
Industrial group UTC and global real estate manager AEW have structured a joint-venture investing in value-add real estate. In a relationship forged on trust and friendship, the allocation has grown to become the corporate pension fund’s best performing asset class.
Japan’s governance conundrum
Japan has been progressive in the development of a stewardship code and a corporate governance code, however to make real impact this requires asset owners need to be more proactive in holding boards and executives of their investee companies accountable.
Investors need better ways to measure and integrate ESG outcomes
Returns have been disconnected with the social returns of ESG-related and impact investments, leading to confusion around different targets and how to integrate them into an investment framework. A case study demonstrates how investors can better allocate their capital by explicitly incorporating impact preference and returns into portfolio theory.
FIS Chicago 2022