Blog & Releases

We occasionally post information pertaining to responsible investing, be sure to read our archive of posts below.
General
6 days ago
Reflections on diversity, parity and equality – Interview with Martina Macpherson
Opinions are often created through absorbing and repeating stereotypes but few of us are prepared to admit it when challenged. I however, am making just such an admission right here, right now! When you say alcoholic drinks or India, I don’t think of either the industry or the country as being at the forefront of ...
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General
1 week ago
The key issues that asset managers face’ as seen by leading firm EY.
The worry around BREXIT is so enormous and wide-ranging, that it’s hard to know where to begin in addressing the issues. Some are real, some unfounded, some a deliberate work of fiction while others only just emerging as the tableau of complexity unfolds. What is clear, is that the answers around either a solution or ...
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General
2 weeks ago
Flying blind in climate change investing

This post first appeared at: https://www.imperial.ac.uk/business-school/knowledge/finance/flying-blind-in-climate-change/ The lack of empirical evidence on the performance of low carbon infrastructure and clean tech is acting as a brake on private sector investment – that needs to change, quickly Last month, thousands of schoolchildren across the globe walked out of classes in protest against a lack of action by politicians …

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General
2 weeks ago
The dangers of subsidy-free renewable energy

This post first appeared at: https://www.imperial.ac.uk/business-school/knowledge/finance/dangers-subsidy-free-renewable-energy/ Almost all European countries want to get rid of subsidies for renewable energy projects, but exposing producers to greater market risk may be both inefficient and counterproductive There’s a growing sense of alarm among clean energy investors. From the remarks and statements of various market commentators, it seems the …

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NEWS
2 weeks ago
RAO Global to launch inaugural Responsible Asset Owners symposium

• One-day symposium, 8th October, in London, will explore the new paradigm in responsible investing • 40 speakers secured from leading institutions • Keynote speakers include Terry Heymann, CEO of the World Gold Council; Knut Kjær, founding CEO of Norges Bank Investment Management, Advisor to the Chinese CIC fund, and Chairman of FSN Capital Founder; …

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General
2 weeks ago
Tobacco is as bad for the wallet as it is the planet

The Rise of the Tobacco Exclusion Dr Rachel Melsom, Director, Europe, Tobacco Free Portfolios Ms Clare Payne, Director of Communications, Tobacco Free Portfolios, How finance is making the world better by doing that which was once shunned – reducing the investible universe The boardroom agendas of businesses across the globe are strikingly similar despite each …

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General
3 weeks ago
The growing threat of a corporate bond market meltdown: “These things don’t happen overnight for companies. They happen overnight only for investors.”

The following article was originally published in “What I Learned This Week” on August 8, 2019. To learn more about 13D’s investment research, please visit our website. The above quote comes from a WolfStreet article recapping Clover Technology’s leveraged-loan blow-up last month. A private equity-owned recycler of cell phones and inkjet cartridges, Clover had lost two key customers, a …

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General
July 23, 2019
Who Deserves to Be a CEO?

Whilst the temptation might be to shout ‘ME!’ the answer may not always be so easy to understand. In an excellent article evaluating the strengths and weaknesses found in newly elevated CEO’s, Institutional Investor explains why things sometimes go wrong, no matter how great the candidate. The old rule that asset management chiefs rise from sales or …

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General
July 18, 2019
Project Heather – A stock exchange with a difference

At first glance, you could be forgiven for thinking that the difference is their location but look at this article in Reuters and you’ll see it’s far more than that. If regulators give their approval, Scotland’s first new stock exchange in nearly 50 years will launch this year to list securities with measurable environmental or …

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General
July 12, 2019
Green Finance Strategy – Transforming Finance for a Greener Future

At the risk of sounding like a Turkey voting for Christmas, it’s not all about events. No really. Let’s be honest, if you’re going to stand up and speak to a crowd of a 1,000 (or more people) you are going to do your level best to ‘say the right thing’. The important question however, …

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General
July 10, 2019
Pensioners have the power to change the world

Let’s be honest, when you or I think about the kind of person who might change the world or have an impact in how we do things differently, the image that springs to mind isn’t one of an elderly pensioner waiting at the post office for their weekly income to be dished out by a …

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Funds
July 9, 2019
The GRESB Infrastructure Fund Assessment?

The Investor-driven Global ESG Benchmark for the Infrastructure Sector The Infrastructure Fund Assessment assesses the ESG performance of infrastructure funds. Institutional investors are demanding information about the ESG management and investment processes undertaken by fund managers.  The Infrastructure Fund Assessment addresses this need through a consistent, globally applicable reporting and benchmarking framework. What is the …

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General
July 5, 2019
A report to Government by the Green Finance Taskforce

Accelerating Green Finance Facts $25.3 Green bonds listed on the London Stock Exchange have raised in excess of $25.3 billion in seven currencies. £100bn Investment in the UK’s clean energy sector has surpassed £100 billion since 2004, representing 12.6% of all new investment in clean energy for the EMEA region. $167.6bn 2018 saw $167.6 billion …

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General
July 4, 2019
Climate-Proofing an Equity Portfolio

APRIL 22, 2019 Alliance Bernstein – Authors James T. Tierney, Jr. David Tsoupros Since many companies would be vulnerable if current climate forecasts materialize, asset managers may want to consider climate change in their equity research process and engage management teams on the subject. The Earth’s average surface temperature has risen about 1 degree Celsius …

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General
July 2, 2019
Active v Passive – what’s what?

Active Investing Jupiter – actively investing for your future Life will always bring some financial pressures and it is best to be prepared. Once you have paid off debt, and built a financial cushion for emergencies, it may be worth ensuring that the rest of your money is working effectively. Holding a large share of …

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General
June 28, 2019
Five challenges for asset managers to remain competitive

23 May 2018 Consultancy.uk Sam Dezillie, a Partner at FRONT Consulting, sat with Consultancy.uk to discuss how asset management firms can best navigate these approaching forks in the road. In line with the global financial recovery, asset management has seen consistent growth in recent years. The globe’s 500 largest asset managers have added more than $30 trillion …

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General
June 27, 2019
Pressure from all sides

Adrienne Lawler Founder at Responsible Asset Owners Global Symposium The opportunity to learn something new every day often comes when you least expect it. Certainly that is true for me today because in reading the profile of the latest impressive speaker to join the line up for www.RAOGlobal.org on October 8th – Jeff Hudson of …

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General
June 25, 2019
Information is key

Whilst always taking care to evaluate the source, information is critical in understanding trends which is why this document from Skënderbeg Investment Management AG provides an interesting insight into many key topics occupying collective minds in the community https://docs.wixstatic.com/ugd/801b58_1a43963c5ecf41b893afceff349867a0.pdf

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General
June 23, 2019
Still White, Still Male: New Report Quantifies Impact Investing’s Diversity Problem

“Imagine – it is 4:00 pm, and you walk into a playground full of mothers, chatting to each other, and their children are running around, laughing, screaming. How would you feel?” That was my question to the (predominantly male) audience when I led a diversity workshop at The Gathering, a convening for the 100 most active …

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General
June 17, 2019
8 Epic Communication Failures

by Grasshopper Team— Published in Marketing & Brands onJune 07, 2011 It is essential that corporations have dependable communication structures in place. The last thing a business wants is to fail to communicate its position properly. Unfortunately, many large corporations have really dropped the ball while working with their customers. Communication Failure 101 We take …

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General
June 13, 2019
The good news on pensions: sustainable equals profitable

Why stop at Pensions? This excellent report from the World Economic Forum provides undeniable evidence about why doing the right thing is profitable too. It goes on to ask; How can we change our default behaviour when investing? The solution could be in your pension funds, given the global investments they make on your behalf. …

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General
June 12, 2019
U.S.-China trade war escalates: trading data risk for geopolitical risk

Manulife Investment Management have released this report highlighting their assessment of the road ahead. April’s market action is perhaps best characterized as being neutral to slightly positive; unfortunately, an escalation in the U.S.-China trade war at the beginning of May has frayed nerves and, by extension, market returns. Policy uncertainty aside, incrementally better data out …

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General
June 11, 2019
Axa IM to integrate ESG across open fund range

By Joe McGrath, ESG Clarity The company announced the plans in its full year earnings statement French fund house Axa Investment Managers has committed to integrate environmental, social, governance factors across its open-ended funds range in 2019. The move will apply these factors to around €82bn in client assets, adding to the €458bn that it …

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General
June 10, 2019
USS – Responsible & Ethical Investment and how we do it

Responsible Investment (RI) is not only about making appropriate returns – for us it’s about much more than that. It’s about: making sure our investments address social issues and global concerns relevant to the businesses we invest in, whilst also protecting future markets and returns advocating better member outcomes for your pension, whilst having a positive impact …

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General
June 7, 2019
The GRESB ESG Data Quality Standard will help define the rules for high quality data reporting

Whatever your business, the old maxim that ‘information is King’ has always been true. But in this age of responsible investing and the wider implications for society as a whole, it has never been more critical to our collective future. GRESB was, as many people know, set up nearly a decade ago by key players …

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General
June 4, 2019
Global perspectives on responsible investing from Aon

As we work to stay ahead of the RI curve, we’ve noted that a number of institutional investors remain unaware of how their investment peers are implementing responsible investing initiatives. Unfortunately, in a quickly evolving environment like RI, this can be particularly problematic as investors work to deploy new policies and procedures, which in most …

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General
June 3, 2019
Research finds that ESG screening boosts stock market performance

ShutterstockDavid Tran Photography BlackRock financial services logo outside of office in San Francisco. Screening companies and investments using environmental social governance (ESG) criteria can positively affect investment returns and stock market performance, an analysis released last week by one of Europe’s largest asset managers has found. Amundi, which manages more than $1.66 trillion worth of …

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General
May 31, 2019
‘The pensions industry will be unrecognisable in ten years’ time’

Imagine having full control and visibility on where your savings are at any point in time. Imagine being able to test scenario changes and to see the expected impact on your savings. Imagine feeling like you have control over your savings outcome. This is where it feels we are headed BY STUART BREYER, chief executive of …

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General
May 29, 2019
Seek wise Counsel and instructions

The proverb “Proverbs 19:20 Seek Wise Counsel And Instructions” has never been more apt than when major funds like Pension Funds consider their legal & moral obligations. This guide from Sackers, the UK’s leading specialist law firm for pension scheme trustees, employers, corporate investors and providers tells you everything you need to know. Following changes …

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General
May 28, 2019
Ignore ESG factors at your peril

John William Olsen – Fund Manager M & G 17/04/2019 Humans are prone to focus on the short term by nature. Fighting our tendencies and taking a longer view can be especially important when it comes to putting money to work for our futures. Short-term thinking can manifest itself in many ways. It might be …

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General
May 27, 2019
ESG, SRI & Impact Investing: Explaining the Difference to Clients

BY MICHELLE ZHOU Investopedia Updated Jan 2, 2018 The value of an investment is no longer just about returns. An increasing share of investors are also calling for their money to make a positive impact on society and the world at large. In fact, socially responsible investing, and one of its subsets, impact investing, now accounts …

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General
May 20, 2019
Where does Responsible Investing go next?

Dave Sumner Smith Working with The Wall Street Journal, Dow Jones, Oracle & others to make top-level connections in Finance & Investment Socially responsible investment began in 1758 Quakers banned slave trade investment. Later it included civil rights, gender equality & other issues. The landmark study “Who Cares Wins” in 2005 led to the integration …

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General
May 15, 2019
When Investment Giants roar!

It may be unfair, but when giants roar, everyone tends to listen. In the Investment world, they don’t get bigger than BlackRock and from CEO Larry Fink across the oceans, Sustainability Investing has become a driving force in this global organisation, which is why they posted this piece ahead of Earth Day on April 22nd: …

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General
May 14, 2019
Is sustainability profitable?

Helena Vines Fiestas BNP Paribas Deputy Global Head of Sustainability 26 March 20190  Investing, Sustainable investing Reliable research by Oxford University and others confirms that good sustainability and ESG practices correlate with lower operating costs, better profitability and superior share price performance. The financial sector has a major responsibility: to diligently manage people’s savings and retirement assets. …

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General
May 13, 2019
Where does responsibility begin or end?

I ask the question because, as with all really big questions in life, the answer is never simple. A few years ago it was climate activists and some consumers who would ask whether a company’s public statements on the environment were consistent with its lobbying on regulation in private. Now, some of the world’s biggest …

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General
May 10, 2019
Tricky, but worthwhile

Impact investing is a hot topic in mainstream institutional investment these days. According to the International Finance Corporation (IFC), in the past three years there has been substantial growth in the use of the word “impact” as a brand for mutual funds and exchange-traded funds, and the number of impact-branded funds in public markets – …

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General
May 2, 2019
Hermes; EXPOSURE BY IMPACT REPORT

On October 8th, we’ll hear directly from CEO of Hermes Saker Nusseibeh who has demonstrated just how passionate he is about making a difference. This latest quarterly report begins to explain why with some compelling facts to support it here

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General
May 1, 2019
‘We must not misrepresent sustainability as a one-dimensional issue’ Robeco

01-05-2019 | Insight Sustainable investors face plenty of choices. Masja Zandbergen talks about the dilemmas investors face when embracing sustainability, the progress made over the past years and the conviction that it takes real commitment to be among the winners in this area. In converstion with Masja is Peter van Kleef Chief Editor Sustainability is …

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General
April 29, 2019
Rumours of the death of Globalisation are greatly exaggerated

Globalization at the Speed of Light In this video, Taimur Hyat, Chief Strategy Officer discusses why the continued power of globalization will profoundly affect investment outcomes, creating a unique set of challenges and opportunities for long-term investors. https://www.youtube.com/watch?v=K7BxR_bJfN8

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General
April 25, 2019
Climate Change – The Facts. David Attenborough

Can there be anyone who hasn’t heard about the latest remarkable documentary from the ever impressive Sir David Attenborough? Just in case, here’s the link on YouTube. Watch it and weep. I did.

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General
April 25, 2019
Hermes; A social uprising which is good for us all

ESG investing: it still makes you feel good, it still makes you money. Companies with good or improving social characteristics have tended to outperform their lower-ranked peers on average by 15bps per month from 31 December 2008 to 30 June 2018. This bolsters our decision to include social factors in our idea generation for the …

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General
April 18, 2019
The challenge of measuring carbon emissions

A common starting point has been to measure the “carbon footprint” of a portfolio; though these are often backward looking and may not take into account the future plans of a business to improve their carbon efficiency.  These metrics are best used as a measure of progress over time towards any stated decarbonisation goals an …

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General
April 17, 2019
Why sustainable investing affects us all

An outstanding video making it clear, in really simple terms what the benefits are of collaborating on responsible investing and indeed, what the risk is to humanity if we don’t. Worth 3.45 minutes of anyone’s time

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General
April 17, 2019
What Forbes says about why ESG investing makes sense

Koch: Ties between ESG criteria and long-term corporate performance have been an area of academic and investor interest since the beginning of the socially responsible investing movement in the 1970s. In 2015, DWS conducted a meta-study along with the University of Hamburg that examined approximately 2,200 academic studies that had looked at the relationship between ESG …

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General
April 15, 2019
ESG: Evolution of sustainable investing and modern practice

JUNE 2018 (MAGAZINE)BY MARISA HALL Key points Sustainable investing can be difficult to define Ensuring short-term decisions do not erode long-term objectives remains crucial The WTW Thinking Ahead Institute has isolated a 1.5% annual long-term investment premium It is official – sustainable investing is trendy. According to the latest review of the Global Sustainable Investment Alliance …

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General
April 14, 2019
Paul Stannard – The globalisation of Enabling technologies for a sustainable future. …

I was in Davos last month speaking about the impact of Nanotechnology on the future of our Smart cities. This year the theme was globalisation 4.0, and I was really interested in hearing how technology will influence globalisation in the future and how it can solve some of the past issues of globalisation. I heard …

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General
April 4, 2019
BlackRock Global Insights – Getting physical: assessing climate risks

By BlackRock Investment Institute A series of recent extreme weather events — from hurricanes and wildfires in the U.S. to heat waves in Europe and floods in Japan — have put a spotlight on climate-related risks. We offer a new set of tools for assessing such risks to portfolios. Mapping the damageEstimated climate-related impact on U.S. …

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General
April 3, 2019
Gender Diversity: an economic and strategic imperative

12 SEP 2018 THINKING ALOUD taken from Aberdeen Standard Investments DEBORAH GILSHAN, ENVIRONMENTAL, SOCIAL AND GOVERNANCE INVESTMENT DIRECTOR The economics of gender balance Business culture is undergoing transformational change to harness the full potential of women in the workplace. This is being driven by legislation, such as gender pay gap reporting, and by the power …

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General
April 2, 2019
Five building blocks for impact management – Franklin Templeton Investments

Environmental, social and governance (ESG) factors are being recognised in fixed income investing as value-added indicators of potential economic performance.  In this edition of Global Macro Shifts, Templeton Global Macro outlines how it integrates ESG factors into its research process. The team has developed a proprietary ESG scoring system called the Templeton Global Macro ESG …

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General
April 2, 2019
New Study: UK leads Europe in sustainable and responsible investment

UKSIF welcomes rapid growth in key sustainable investing strategies Integrating environmental, social and governance factors into investment decisions has grown by 76% in the UK compared with 60% in Europe overall. €2.2 trillion of UK assets exclude harmful industries such as tobacco and arms second only to Switzerland (€2.3trn) The largest single style/country combination is …

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General
March 27, 2019
Public views on ethical investing

Times reader survey: ‘It enables you to take care of others by using money wisely’ Financial expert Holly Mackay asked Times readers for their views on ethical investing. Most are in support, but some remain sceptical Holly Mackay March 27 2019, 12:01am, The Times The environment is the No 1 concern for Times readersGETTY IMAGES With half …

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General
March 27, 2019
Brexit = a great time to invest

WhatInvestment.co.uk reports that Richard Colwell head of UK Equities and portfolio manager of the Threadneedle UK Equity Income fund says now may a great time to invest. ” Reflecting on 2018, global equity markets have lurched from optimism to pessimism. At the beginning of the year there was a complacent belief in synchronised global growth. But …

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General
March 26, 2019
Insight from Aberdeen Asset Management at a turbulent time

Foreword It has been a turbulent year for politics, and for the societies in which we operate as an investment firm. It has also been a volatile year for global investment returns in many different asset classes. The coming year looks set to continue in the same fashion. However, this provides context for our stewardship …

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General
March 25, 2019
Aviva Investors leading the way on Responsible Investment

Aviva Investors are calling for ‘no-go’ commitments from extractive mining companies to protect world heritage sites. And we’re fighting the spread of drug-resistant superbugs that threaten to wipe $100 trillion off potential global output by 2050.  But that’s not all we’re doing as part of our commitment to responsible investment.  Find out more about responsible investment …

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General
March 25, 2019
Are systematic strategies a force for good in responsible investment?

Are systematic strategies a force for good in responsible investment? Jonathan Harris, Co- Founder & Chief Analyst of Engaged Tracking talks to Oonagh McQuillan of RAOGlobal about whether systematic strategies are a force for good in responsible investment? October 2018 Q. Are systematic strategies a force for good in responsible investment? A. Yes, by generating …

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General
March 19, 2019
Knut Kjaer, Founder of Norges, Investing in a Low Return environment

Knut Kjær, founding CEO of Norges Bank Investment Management and Chairman of FSN Capital talks  to RAO Global  about the challenges of responsible investing in a low return environment. Knut will be addressing these issues and more at the RAO Global event on 19-20th March in London next year. September 2018 Q. Will managing climate related risks …

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General
March 19, 2019
An industry insight into the importance of Large Asset Owners

Q. Do you think there is a demand for Responsible Asset Owner events in the industry? A. Asset funds are growing in size and in number, yet, like SWFs, their role, ambitions and how they deploy capital are relatively poorly understood. The landscape of major asset owners is not only changing globally but also domestically. In …

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General
March 19, 2019
The shift to Ethical Investing

Spencer Crawley, Co-Founder and General Partner at firstminute.Capital talks to RAOGlobal about the impact of Brexit on the investment market, in particular the UK tech sector; Q. How has the investment climate been shifting as a result of Brexit? In particular the level of EU venture funding A. Initially many feared that the Brexit vote …

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General
March 12, 2019
Share buybacks: A golden opportunity in Japan’s new era of corporate governance

What Investment 6 MAR 2019 Richard Aston Japanese companies have been buying back their shares at unprecedented rates in recent years as part of efforts to improve their corporate governance. Last year, share buybacks in the country hit a record JPY7.5trn ($68bn). The trend towards improving shareholder returns has already provided plenty of new investment …

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General
March 12, 2019
Responsible Capitalism: an oxymoron or a new dawn?

Campbell Macpherson Why are Facebook and Starbucks becoming ‘Responsible Capitalists’? Because it is good for business. This is a summary of a 5000-word essay “Responsible Capitalism: Why change is necessary and what we can do about it.” Download the full essay here. Capitalism is at a cross-roads.  If we don’t change the way we operate, we may …

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General
March 7, 2019
Ireland misses 80% of target dates in pension reform plans

The Irish government has failed to deliver on 80% of the deadlines it set out in its pensions roadmap for reform, according to Peter Fahy, the chair of the Irish Association of Pension Funds (IAPF). Speaking at the IAPF’s annual dinner in Dublin last week, Fahy said the government had missed 19 of the 24 …

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General
March 6, 2019
Five key ESG themes for the coming year and the push towards a low carbon economy

No longer a niche consideration, ESG represents a structural shift in the industry that is here to stay, writes Julie Moret, head of ESG at Franklin Templeton Investments. 1. Shift from carbon reduction to climate transition opportunities A few years ago, climate-related discussions among investment managers were dominated by carbon footprinting. That was largely sparked by …

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General
March 4, 2019
Support post Brexit from Norway

Oliver Wright, Policy Editor | Callum Jones, Trade Correspondent February 28 2019, 12:01 am, The Times The world’s largest sovereign wealth fund is taking a 30-year bet that Britain will emerge from Brexit stronger outside the European Union. In an unexpected move, Norway’s £740 billion wealth fund said yesterday that it would increase its exposure to British companies, property and bonds regardless …

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General
January 29, 2019
Davos on climate change, Brexit & the global economy

The Guardian says the absence of Donald Trump, Xi Jinping of China and Vladimir Putin left Davos 2019 feeling a little flat. Read what else they had to say. The first big international gathering of the year is the annual meeting of the World Economic Forum in the Swiss ski resort of Davos. Politicians, academics, businessmen …

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General
January 28, 2019
Media Partners behind Responsible Asset Owners Global symposia

CEO of RAOGlobal, Adrienne Lawler, is delighted to announce media partnerships with leading publications ahead of the launch event in London on October 8th and said ‘Arguably, the most important currency across all Financial Markets is information. The journals we are partnering with have an outstanding reputation for breaking news and incisive interviews with market …

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General
January 27, 2019
What impact will blockchain have on the asset and wealth management industry?

Tom Eckett Investment Week 28th Januaru 2019 Intermediary disruption The uptake of blockchain from the asset management industry has so far been slow, particularly compared to other areas of finance, such as payments. For example, Mastercard has launched its own blockchain network that enables banks and merchants to make cross-border payments, while blockchain powers Visa’s …

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General
January 19, 2019
Good Governance in Emerging Markets = £ returns

Chetan Sehgal, CFA Senior Managing Director, Director of Portfolio ManagementFranklin Templeton Emerging Markets Equity Franklin Templeton have produced a clear view of how they see 2019 panning out and it would appear that the biggest opportunity they forecast is within the area of emerging markets. Specifically, they say ‘The near-term challenges and poor sentiment toward EM …

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General
January 8, 2019
A good start for the Alternatives Market.

It may only have been the end of the first week of trade in a new year but as you can see from this overview of performance, the Alternatives Market has kick the new year off to a great start. The questions, as always, is how long can it continue? Read here from the Economic …

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General
January 6, 2019
Why Brexit blues might mean UK investment trusts are a bargain

Nobody every accused JP Morgan of being overly sentimental and right now, their shrewd assessment of the market is exactly what Investors need. Read this opinion piece from them then about the opportunities that Brexit is providing for potential profits in 2019. Shares in several investment trusts focused on the United Kingdom which have a …

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General
January 2, 2019
China’s green planning for the world starts with infrastructure

Hard to believe that the following story is over a year old, but I came across it by accident on a terrific site called ‘The Conversation’ and thought it a telling trailblazer for the forthcoming event around Responsible Asset Owners Global in London in 2019.. For anyone interested in China’s investment in Infrastructure and Green …

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General
December 28, 2018
Brexit, banks and clearing: dealing with the risks

Taken from the FT 28th Dec 2018 – Jim Brunsden in Brussels Philip Stafford and Caroline Binham in London Despite EU assurances on access to London clearing houses, many concerns remain The financial industry has raised a cheer for the EU’s decision to address a big potential source of instability in a no-deal Brexit: the issue of access to London’s …

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General
December 16, 2018
Timing is everything with COP24

BBC 15th December 2018 As Chairman Michal Kurtyka celebrates the overdue end of the conference on Climate Change not only he was in high spirits as all 200 countries reached agreement on going forward. Tellingly, in a statement to wrap the whole thing up, he says “We need greater ambition in the policy to enable …

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General
December 14, 2018
Putting your money where your mouth is.

Transparency is a key theme of this event. So too ethics & stewardship. Maintaining commitment to those ideals can, however, sometimes fall prisoner to the demands of delivering high returns in a low-return environment. Even more so, I would suggest, if you are bold enough to spell out the terms by which your efforts can …

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General
December 13, 2018
Trends & Outlook for the future from BNY Mellon

In broad terms, our research reveals a gradual but definite expansion of investment and trading activities by central banks beyond traditional boundaries, which is putting pressure on existing operational infrastructure and driving demand for third-party solutions and services.  Like all institutional investors, central banks have had to adapt to a prevailing low-yield investment environment over …

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General
December 12, 2018
The United States needs about $3 trillion of infrastructure investment

Says who? The wise owls of Northern Trust, that’s who. In a report published on the 4th Dec, this important Asset Manager offers significant insights and research into the drivers for effective wealth management. The current overarching message appears to be that failure to invest in Infrastructure is a missed opportunity and with a nod …

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General
December 11, 2018
Today’s dislocations may be tomorrow’s new equilibria.

Of the climate post Brexit, they say: The negotiations may just continue in the background for a long time. In which case, Brexit fatigue may set in among investors, with more emphasis placed on the day-to-day data. If sterling were to hold on to its recent appreciation, then the squeeze on real wages, which depressed …

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General
December 10, 2018
9 common ideas about sustainable investing

Sustainability investing has now been around for decades, but in the past year interest has picked up massively. With the growing interest, the amount of stories and opinions on sustainability investing is also growing rapidly. The debate mostly centers around terminology and performance, and there are many hurdles and questions to overcome. Many people – …

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General
December 9, 2018
Sustainable behaviour driving effective Investments.

While momentum is building among corporate issuers to contribute to the SDGs, we believe overall private sector progress is insufficient to achieve the 2030 Agenda. Many investors would like to allocate more capital to companies best aligned with the SDGs, but existing levels of disclosure make this difficult to do.  A key challenge lies in …

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General
December 8, 2018
AI & humanity working in harmony?

At the risk of nudging everyone into a rendition of the Stevie Wonder song, it was an interesting proposition I read about in an article published today inviting us to question our view of Artificial Intelligence in the future. Published today by Top 1000 Funds; It is clear we are going to have to deal …

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General
December 6, 2018
Fact or fiction: sustainability means sacrificing performance

20-12-2017 | Insight Robeco Sustainability investing is subject to more myths than any other style of investment. And perhaps the first and foremost is the idea that it means sacrificing performance – giving up returns in pursuit of some sort of perceived ideal. Masja Zandbergen Head of ESG integration Speed read Some think ESG use …

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General
October 24, 2018
What next for Saudi Arabia’s Sovereign Wealth Fund

Bloomberg 24/10/18 It’s been a year of aggressive dealmaking for Saudi Arabia’s sovereign wealth fund, the Public Investment Fund, or PIF. But a delay in the planned public offering of state-owned Saudi Arabian Oil Co. — Saudi Aramco — means the PIF won’t immediately receive an expected $100 billion in extra capital to invest. And amid the global furor over …

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General
October 6, 2018
Jonathan Harris announced as Speaker at Responsible Asset Owners Global Symposium

Are systematic strategies a force for good in responsible investment? Jonathan Harris, Co- Founder & Chief Analyst of Engaged Tracking talks to Oonagh McQuillan of Responsible Asset Owners Global about whether systematic strategies are a force for good in responsible investment? October 2018 Q. Are systematic strategies a force for good in responsible investment? A. …

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October 5, 2018
Spencer Crawley, Co Founder of firstMinute Capital

An interview with RAO Global about the impact of Brexit on the investment market, in particular the UK tech sector.week; Q. How has the investment climate been shifting as a result of Brexit? In particular the level of EU venture funding A. Initially many feared that the Brexit vote would cause a slowdown in funding …

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October 3, 2018
Returns comparison for Ethical Investment vs Traditional Vehicles

The only way is ethics: Can a socially responsible approach to investing really make you money? 56% of UK investors have upped their stake in ethical funds in past five years  Leading ethical stock market indices have beaten their non-ethical counterparts But there can be a huge cost to investors going ethical-only By MYRON JOBSON FOR …

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September 30, 2018
Thought Leadership on Climate Change from BlackRock

Climate change and resource scarcity What is the impact of this megatrend? What are the potential implications for the future? Curbing carbon emissions requires significant spending on green infrastructure and a reduction in fossil fuel subsidies. This can create large investment opportunities in areas that attract capital or industries at risk of disruption. ISABELLE MATEOS Y LAGO …

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September 28, 2018
Batten down the hatches

Murray Gunn, Head of Research for Elliott Wave International’s Global Market Perspective offers his opinion on the future of the economy: “We think the major Western economies are on the cusp of turning down into the worst recession we have seen in our history. Sitting near its highest ratio ever, U.S. total credit market debt to …

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September 26, 2018
An industry insight into the importance of the Responsible Asset Owners Global Symposium

Q. Do you think there is a demand for Major Fund events in the industry?  A. Major Funds such as Sovereign wealth funds are growing in size and in number, yet their role, ambitions and how they deploy capital are relatively poorly understood. The landscape of major asset owners is not only changing globally but also …

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September 24, 2018
Timeline: 1986. Why good Managers make bad choices

As many of the topics being looked at throughout the full 2 days of the Responsible Asset Owners Global Symposium come back to ethical investing, I find myself returning to the subject of ethics more and more. However, even I was surprised to see an article in the Harvard Business Review dating back to 1986 …

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September 20, 2018
More muck = less brass

In a turnaround from the old adage ‘where there’s muck there’s brass’ the Director of CPD (protectors & promoters of ethical Investment policies) has shared this interesting report from ratings house Moody’s supplying evidence of why doing the right thing environmentally also produces the best financial returns. Bank loans for green project finance have lower …

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September 19, 2018
A decade after my time at Lehman

by Saeed Amen 15th September 2018 There are certain periods of time that cause us to pause: a week, a month, a year. A decade is also one of those periods. Somehow, the passing of a decade seems significant for us, a period to reflect upon for an anniversary, in a way that for example …

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September 7, 2018
Overcoming the challenges of responsible investing in a low return environment

Knut Kjær, founding CEO of Norges Bank Investment Management and Chairman of FSN Capital talks to RAOGlobal about the challenges of responsible investing in a low return environment. Knut will be addressing these issues and more at the Responsible Asset Owners Global Symposium in London 2019. September 2018 Q. Will managing climate related risks and opportunities …

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August 29, 2018
Ethical investing is not just for millennials

https://www.ft.com/content/d371dc26-de68-11e7-a0d4-0944c5f49e46 David Stevenson JANUARY 9, 2018 writing in the FT Specialist ETFs promise to target gender equality, Christian values — or vice DAVID STEVENSON Add to myFT Share on Twitter (opens new window) Share on Facebook (opens new window) Share on LinkedIn (opens new window) Share Save Save to myFT David Stevenson JANUARY 9, 2018 …

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August 28, 2018
SWFs welcome a new member

Published in the FT 28/8/18 Sovereign wealth fund assets ‘could reach $15tn in two years’ Egypt is poised to become the latest country with its own investment pool. Despite the economic crisis affecting ordinary Egyptians, the country is about to launch a Sovereign wealth fund.  Chris Flood APRIL 21, 2018 The exclusive club made up …

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August 22, 2018
A swing in both directions

https://www.cnbc.com/2018/08/13/nio-chinese-electric-car-ipo-filing.html Nio, a Chinese company that makes electric cars, has filed to go public on the New York Stock Exchange. The company said in a filing on Monday that it’s looking to raise as much as $1.8 billion in the initial public offering. The company represents new competition to automakers like Teslathat are adopting electric …

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August 20, 2018
London via Norway

Although careful to keep a safe distance from the views stated within this article, the LSE has published this piece looking at how Norway’s SWF protected UK jobs after the 2008 crisis. It gives an indication of the changing mood from big players towards the demand for ethical and socially responsible investing, which some see …

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August 13, 2018
Saudi Fund in Talks to Invest in Tesla Buyout Deal

  Matthew Martin Ruth David Claire Boston 12 August 2018, 2:07 PM13 August 2018, 2:01 PM BloombergQuint (India) (Bloomberg) — Elon Musk’s attempt to take Tesla Inc. private will receive added scrutiny this week as the electric-car maker’s board meets with advisers to assess a proposal that’s drawn interest from Saudi Arabia’s sovereign wealth fund. …

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August 12, 2018
ANC to push sovereign wealth fund

2018-08-12 10:00 Setumo Stone The ANC is in a hurry to establish a sovereign wealth fund (SWF) before the start of the next term of government. The SWF, an investment pool made up of money from the country’s reserves, will be one of the governing party’s flagship ideas ahead of next year’s general elections. It …

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August 11, 2018
Japan plans sovereign wealth fund to finance US infrastructure: Nikkei

3/8/18 Reuters [TOKYO] The Japanese government intends to create a sovereign wealth fund to invest in American infrastructure projects to improve economic relations with Washington while putting excess capital to better use, the Nikkei reported. Japan is expected to offer the fund as an example of economic cooperation with the United States at trade talks …

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August 9, 2018
Active versus Passive Investing

But is the right kind of investment fund one that proactively drives momentum in the markets or rather, one that holds back and instead responds to market trends? Is there a responsibility on major Asset Owners to behave in a certain way or should ROI always be the driver? The balance is changing in a number …

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August 9, 2018
Money talks. SWFs shout.

With all the concerns and worries over Brexit, its easy to think there might be a lack of confidence about investing in the UK. Not so, it seems as financial markets registered that Qatar’s Sovereign Wealth Fund was putting it’s money where our mouth is; Tribune News Network, Doha Qatar has poured almost £3 billion …

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June 23, 2018
How Responsible Asset Owners affect us all

Oonagh McQuillan July 2018 The push for responsible investment and the need to diversify Alternative assets for Large Asset owners have become an increasingly important part of the institutional investor landscape in recent years. This is largely due to newly established SWFs and an increasing tendency for large funds owners to derive their wealth from …

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