Responsible Asset Owners Global Symposia
Insights & Releases
We occasionally post information pertaining to responsible investing, be sure to read our archive of posts below.
Seeing the forest AND the trees
Seeing the forest and the trees - JP Morgan AM's fourth annual Global Alternatives Outlook.
Integrating active return into asset allocation modelling
The expected market return of most asset classes has fallen due to high prices, achieving a 6-8% return will likely present greater challenges in the future.
DEEP WAVES: THE QUIET UNDERTOW OF INTANGIBLE ASSETS
Thinking beyond the label of value and growth is critical. Passive portfolios with factor bets are now extremely vulnerable to changes of style categorization.
IIGCC issues a Climate Change guide for Private Equity Investors
Policies to mitigate climate change and new technologies to address these new challenges will provide business and investment opportunities for private equity funds says IIGCC
Blackwell Capital tells Peloton chief to get on his bike
The company’s public image also took a hit in December, when HBO Max’s “Sex and the City” reboot killed off a Peloton-riding character.
Communications & branding. It’s a trust thing.
In it’s annual Trust Barometer, Communications giant - and friend to RAO Global - identifies the Rising Influence of NGOs
Danske Bank sets new targets for contributing to the green transition
“ESG as an area is evolving rapidly, and we constantly need to be ready to develop our targets along the way” says Berit Behring of Danske Bank
Examining Diversity & Inclusion From an Asian Perspective
DIAN asks how to get local leaders and colleagues in Asia to take diversity and inclusion seriously and treat it as a critical business issue.
The bigger they are, the more damage they can do….
BlackRock’s first stab at measurement & transparency is a good start but underscores why SEC action is so critical,
There’s No Time to Argue About How to Save Forests
Oliver Griffith, former U.S. diplomat and World Bank executive, highlights the success that can be achieved when governments and high-impact REDD+ projects work together to address the climate crisis.
Feddle not Wordle
In the last few weeks, it seems everyone is playing Wordle. Once a quarter, the members of the Fed play a similar game, which David Kelly calls Feddle,
A unified approach to investing in Chinese equities
Market reforms have opened up more channels for international investors to participate in China’s financial markets.
Banks in “place race” to establish ESG credentials in increasingly competitive market - report
Published for the first time - the list of 25 major banks and how they are rated for ESG
Post-pandemic: Pivoting to a new era
We know that meaningful change requires courageous leadership, innovation, and collaboration says Ben Way of Macquarie AM - coincidentally the 3 teams of RAO events!
The new Abnormal
Savvy Investor discusses the year ahead with leading economists and strategists and asks if 2022 is the New Abnormal?
How Index Funds Stole Trillions from Wall Street
Wigglesworth covers the development of the index fund at Wells Fargo Investment Advisors (WFIA) in the late 1960s.
When Assets “Disappear,” Climate Risk and ESG Data Needs Remain
Investors overseeing more than $4 trillion are banding together to standardize data on ESG performance of portfolio companies.
How China is embarking on a new stage of growth
Robust, higher-quality future growth may be achieved through a better balance between trade, domestic consumption, and investment.
THE INVESTMENT OUTLOOK FOR 2022
As part of its forecast for 2022, BNP devotes a significant section of their outlook to the opportunities they believe the green economic transformation can offer investors.
Challenges and opportunities in emerging market stocks
Averages can be deceiving, and a closer look reveals some outstanding EM countries. In other words, selectivity is crucial in a difficult environment says Invesco