The focus of stewardship is shifting from the amount of engagement to its quality. The CFA Institute's Mary Leung argues this presents a unique opportunity for institutional investors and companies to elevate the way they engage and create long term, sustainable value for shareholders.
A huge survey by the CFA Institute of more than 7,000 industry participants has found 85 per cent of CFA Institute members now consider ESG factors in their investing, but it also reveals a big gap in the required skills, data and culture around ESG. Rebecca Fender explains.
Rhodri Preece, senior head, industry research at CFA Institute, looks at how COVID-19 has highlighted the areas of improvement in pension systems around the globe.
COVID-19 has exacerbated retirement insecurity and governments need to use this as an opportunity to examine their system inadequacies and make improvements according to David Knox, partner at Mercer and author of the annual Mercer CFA Institute Global Pension index which measures adequacy, sustainability and integrity of 39 retirement systems.
A recent survey of CFA Institute members showed finance firms are lagging in how they incorporate climate change into the investment process. Matt Orsagh, senior director, capital markets policy at CFA Institute, details steps that can be taken to improve this.
Campbell Harvey, Professor of Finance at Duke University, is optimistic there will be a vaccine developed in the fourth quarter of this year, a period where he also predicts a return to economic growth. However inflation is his biggest fear.
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