
Responsible Asset Owners Global Symposia
Insights & Releases
We occasionally post information pertaining to responsible investing, be sure to read our archive of posts below.
Conventional Investing vs the Endowment Model
By moving away from a traditional 60% equity-40% bond portfolio many proponents delivered better absolute and risk-adjusted returns over traditional approaches.
Risk Adjustment of Private Equity Cash Flows (2022)
Investing in a random fund gives NPV equal to E[GPMEi]. It is useful to decompose this quantity in a typical asset pricing way. Or throw darts at a board?
How Shareholder vote on ESG proposals
Over the last decade the number of proposals submitted globally at annual shareholder meetings increased by over 80%.
Industries and innovation of the Fourth Industrial Revolution
What’s hot and what’s not. A lot more red that blue in this particular crystal ball.
Paying for Performance in Public Pension Plans
Higher paid CIOs outperform their counterparts by 47 to 60 bps per year says this new report but how does it feel to the people they work with and the market as a whole?
MLM shares its views on the implications for investment implications from the Russia-Ukraine Conflict.
New York Common Retirement Fund Invests Over $2.7 Billion in March
It was the second month in a row that the $279.7 billion pension fund committed more than $1 billion in investments within its credit portfolio.
The Dollar in a World of Worries
A higher dollar has also had negative impacts both on the real economy and on earnings.
The EDHEC European ETF, Smart Beta and Factor Investing Survey
The data shows an increase in the use of ETFs to invest in SRI/ESG (67% of respondents in 2021, versus 55% in 2020).
Investment Banker Salary and Bonus Report: 2022
Here are the average percentage increases for total compensation over the past 1-2 years:
Killing it Softly: How the Fed should Fight Inflation
Invoking the spirit of Roberta Flack’s Killing Me Softly, JPM Global Strategist & former RAO Speaker David Kelly, says the Fed says will not be unhappy to see some slowdown in an overheating economy.
The Fed’s new dance partner
As Princess Diana once said; there are three of us in this relationship. And that didn’t work out well did it?
Direct Air Capture - A key technology for net zero
Direct air capture plays an important and growing role in net zero pathways. Energy with an endless supply? What’s not to love?
RELATIVE VALUE IN TREASURY MARKET
Regulations enacted in the wake of the Global Financial Crisis have decreased primary dealers’ incentive to allocate balance sheet to Treasury securities
Bankers: After the sucker punch
The pandemic was the ultimate gut punch, testing banks resilience in unforeseen ways. But can their newfound sense of resilience help them scale even greater heights?
The Economy and Markets after a First-Quarter Roller Coaster
History suggests that the President’s party will lose control of one or both Houses of Congress in November writes David Kelly, Chief Economist of JPMorgan
2022 Global Climate Survey
How investors are taking on the risks and opportunities of climate change
IPCC, Bees, Sunflower, Relationships, WaterBear
This interesting article from Giles Gibbons, Founder and CEO, Good Business made me think of the old saying ‘Drowning, not waving!’ Read it and see if you agree and perhaps consider what it will take to keep us from going under, in many areas of business and life. #responsiblebusiness #sustainability
Cover crops more effective than insecticides for managing pests, study suggests
Promoting early season plant cover can be more effective at reducing pest density and crop damage than insecticide applications, according to a Penn State-led team of researchers.
A food revolution to save the planet
Around 30% of our individual carbon footprint is related to the traditional, meat-containing diet that we eat. But aan we stop eating meat?