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The Asset: There are currently several important disruptive trends in the asset management ecosystem. Some of them, such as pressure on fees, are clearly linked to the atypical current macro-economic environment with “lower for longer” interest rates. Some are linked to longer term trends unfolding methodically and paving a new path for the industry, such as demographics, technology and climate change. Because of their long-term nature, those trends are often disregarded until they become “today’s reality”.
The Wall Street Journal: Individual investors have moved billions of dollars into funds that prioritize issues like sustainability and diversity, and activists are hoping to tap into that cash.
IPE: Three of the largest pension funds in the world – the UK’s Universities Superannuation Scheme (USS), the Government Pension Investment Fund (GPIF) in Japan and the California State Teachers’ Retirement System (CalSTRS) in the US – have joined forces to push for a long-term investment approach in a bid to create value.
Financial Times: ESG ratings are becoming embedded in financial markets. A growing number of investment indices now hinge on companies’ rankings for environmental, social and governance criteria, and some banks are even offering better borrowing terms to companies with strong ESG scores. [Full article available to Financial Times' subscribers.]
Funds Europe: A “meaningful” relationship exists between ESG scores and developed markets sovereign spreads. This correlation appears to be stronger in developed markets than emerging markets, although there is a significant correlation between ESG factors and sovereign default swaps in both.
IPE: The Net-Zero Asset Owner Alliance is an international group of institutional investors who have committed to transition their investment portfolios to net-zero greenhouse gas emissions by 2050. This pledge, explains Günther Thallinger, chair of the steering group, is consistent with a maximum temperature rise of 1.5°C above pre-industrial levels.
Barron's: More women are working in alternative investments, including private equity and venture capital, but their progress has only inched forward.
Robeco: Metal producers remain vital for the transition to the low-carbon economy, supplying the raw materials for electric vehicles among other products, while the world will be reliant on fossil fuels for many years to come.
Wealth Management: It’s no secret that interest in environmental, social and governance (ESG) investing is building: According to Morningstar data, ESG funds attracted $8.9 billion in the first six months of 2019 alone, compared with $5.5 billion in the whole of 2018.
Financial Times: Barely a day goes by without another large company announcing a sustainability drive, encompassing everything from encouraging employees to use less plastic to withdrawing billions in funding from fossil fuel groups. [Full article available to Financial Times subscribers.]
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