Urgent policy action needed on climate

Executives from 75  companies representing all 50
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La Caisse’s oil exit pays off as renewables portfolio pulls ahead of fossil fuels

La Caisse’s oil exit pays off as renewables portfolio pulls ahead of fossil fuels

Divesting from the oil sector has been a boon for La Caisse’s performance, as the Canadian pension giant says its energy investments have earned billions in value-add compared to the benchmark since the inception of its climate strategy. Head of sustainability Bertrand Millot unpacks the fund’s approach in an interview with Top1000funds.com.

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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.

AP4 chief targets yield, alternatives

The new head of Sweden’s AP4, Niklas Ekvall, is seeking opportunities in emerging-market debt and alternative assets, while looking to expand on an already lauded ESG integration.

Managers top owners on climate risk

The asset-management industry is still taking more active steps to address climate risk than asset owners are, an annual Asset Owners Disclosure Project benchmark report has found.

GPIF keen on stewardship

The $1.26 trillion GPIF fulfils stewardship duties by promoting engagement between its external asset managers and investee companies. Fund managers have stepped up their efforts in response.

Top US funds embrace stewardship code

A new set of US stewardship responsibilities for investors and a governance framework for listed companies, backed by some of the largest US-based asset owners and managers, is long overdue.

Don’t let distractions thwart ESG focus

Potential deregulation will tempt investors away from ESG strategies in 2017. But MSCI advises that physical risks and Asian transitions show the wisdom of staying focused on the long term.

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