Responsible Asset Owners Global Symposia
Insights & Releases
We occasionally post information pertaining to responsible investing, be sure to read our archive of posts below.
How wary should we be about higher wage growth?
A thorough review of the factors contributing to, or determining inflation, ultimately reaching this conclusion: “It’s still difficult to predict how quickly wage inflation will decline”
In his 2023 equities investment outlook, Matt Peron of Janus Henderson explains why tighter financial conditions should lead to a mid-cycle adjustment in the U.S. rather than recession and how investors – by focusing on quality growth companies – can dampen headwinds posed by softer earnings.
Biodiversity Risk: Legal Implications for Companies and their Directors
The Commonwealth Climate and Law Initiative (CCLI) is a legal research and stakeholder engagement initiative founded by Oxford University Smith School of Enterprise and the Environment, ClientEarth and Accounting for Sustainability (A4S) and have produced this assessment on the legal dangers ahead
Financial institutions, businesses see a role in preserving biodiversity at COP15
Prime Minister Justin Trudeau walks with Secretary-General of the United Nations Antonio Guterres towards their bilateral meeting location in Montreal on Wednesday, Dec. 7, 2022. THE CANADIAN PRESS/Paul Chiasson
Impact Investing for Institutional Investors
This Special Report considers what can be learnt from an insurance approach to impact investing. Key aspects of portfolio implementation are discussed – including sourcing investment opportunities and measuring impact.
COP15, Behaviour Change, France, Sand & Festivities
‘We need to protect biodiversity for the benefit of the climate, but we also need to get a handle on the climate to protect biodiversity.’ Giles Gibbons
A framework for professionals
This paper from the CFA addresses the ethical considerations of using AI in investment management. It is designed to inform investment professionals and firms on the spectrum of issues brought about by the use of AI tools and big data in investing.
Sustainable finance
Clarity is everything to the NZ Superfund. By serving its mandate, the Fund adds to Crown wealth, improves the ability of future governments to pay for superannuation and reduces the tax burden of the cost of superannuation on future generations of New Zealanders.
When individual actors have their own truth
NZAM 291 signatories* USD 66 trillion in assets under management loses the world’s second largest asset manager partner amidst fears that this important wobble may prompt a bigger fracture in the wall of solidarity among fund owners and asset managers.
How “Transitory” Is Inflation?
“Those who cannot remember the past are
condemned to repeat it.”
—George Santayana
FOOD SECURITY Tackling the Current Crisis and Building Future Resilience
We seem to be missing a simple and embarrassing truth — we have failed in our moral responsibility to ensure no one goes hungry.
Fixed Income: Are the rules changing?
This Special Report from Savvy Investor discusses the decarbonisation challenge in credit investing. Asset managers can help make the difference here, through astute strategies and company engagement.
Innovation, Collaboration & Leadership….Europe22
On Nov 22nd, Fund Owners, Asset Managers, Regulators and Investment Consultants gathered together at Allen & Overy in the City to engage in lively discussions on Innovation, Collaboration & Leadership. Catch up with all the recordings from RAOGlobal Europe22.
Liquidity in Core Government Bond Markets
The severe dislocations experienced in the government bond market during the March 2020 turmoil were the outcome of large spikes in the demand for liquidity by a variety of market participants, especially non-banks. Unlike the typical case of being a ‘safe haven’ in periods of stress, this market experienced a ‘dash for cash’ as investors scrambled to sell highly liquid assets to fulfil their cash needs. This included sales of bonds to meet redemptions and/or margin calls, as well as to unwind leveraged positions.
Balancing Diversity and Meritocracy
In the armed services, African Americans make up 23 percent of enlisted soldiers, which is approaching nearly double their proportion of the U.S. population. Among officers, however, the percentage of African Americans is considerably lower at 11 percent.
What’s Behind China’s Falling Corporate Bond Yields?
While uncertainty remains over China’s macro environment and policy making, there will be tactical opportunities in China’s onshore and offshore bond markets for active managers.
Alliance to end plastic waste is declared barely credible
Planet Tracker today publicly calls out the Alliance to End Plastic Waste for failing to justify its name with the launch of a new report
Crypto-assets and their risks for financial stability
Crypto-assets have gained increasing attention due to their rapid growth and so has the interest around their implications for the traditional financial system – including financial stability.
EIB provides €10 million to Blubrake for innovation in sustainable mobility
With a €10 million venture debt loan, the European Investment Bank (EIB) is investing in Blubrake, an Italian scale-up specialised in the development of next-generation ABS systems for electric bicycles.
Ocean20: A new self-funded marine resource management framework
Well-managed conservation areas improve ocean health and create economic opportunities for local communities.