May 2025
06May

UK. DB pension schemes pulling ahead of sponsors on ESG progress

Defined benefit (DB) pension schemes are pulling ahead of scheme sponsors when it comes to making progress on environmental, social and governance (ESG) considerations, research from LawDeb has revealed. The survey showed that both DB pension schemes and the sponsoring businesses behind them are relatively aligned in some key areas, as just over a third (34 per cent) of finance leaders surveyed think both the scheme and business are leaders in diversity ambitions. However, around the same number (32 per cent)...

May 6, 2025
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April 2025
25Apr

US Labor Department considers overturning pension fund ESG rule

The US Department of Labor has requested that the Fifth Circuit Court of Appeals suspend litigation over a Biden-era rule that allows pension funds to consider environmental, social and governance (ESG) factors. With federal agencies now operating under the Trump administration, a number of states have attempted to overturn the Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights rule, which enables retirement fund managers to take ESG factors into account in the case of a tiebreaker between two financially...

April 25, 2025
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23Apr

US. New York State Pension Fund Commits $2.4 Billion to Climate Investment Strategies

The New York State Common Retirement Fund, one of the largest public pension plans in the U.S., announced the allocation of $2.4 billion to its Sustainable Investments and Climate Solutions (SICS) Program through investments in three climate-focused investment funds. State Comptroller Thomas P. DiNapoli also announced that the fund completed its annual review of thermal coal, oil sands, shale oil and gas, and integrated oil companies, resulting in new restrictions on investment in eight coal and shale oil and gas...

April 23, 2025
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04Apr

ESG KPI report 2025. Managing what you measure

By Invest Europe Tackling climate change and standing strong on responsible investment themes, such as diversity and zero tolerance to corruption, are among the greatest challenges – and responsibilities – facing the European private equity industry today. These considerations are not only at the forefront of policymakers’ and investors’ minds, but also ever more central to consumers when they decide how to spend their money. We are firm believers in the saying that you cannot manage what you don’t measure. With...

April 4, 2025
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04Apr

ESG investing: a global investor survey

By AXA Investment Managers We are committed to responsible investing and supporting the transition to sustainable economies. As long-term custodians of wealth, we strive to identify and back environmental, social and governance (ESG) leaders that can protect and grow client portfolios. In doing so, we believe that understanding customer perspectives is paramount, which is why we carried out this extensive study on individual views toward ESG investing across various markets, regions, and demographics.   Get the report here

April 4, 2025
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March 2025
31Mar

Japan’s $1.7 Trillion Pension Fund Offers New Backing to ESG

Japan’s $1.7 trillion Government Pension Investment Fund issued new guidelines backing sustainability-related investments as crucial to long-term returns. The fund, one of the world’s largest pensions, sees managing environmental and social issues as fundamental to its strategy, GPIF said Monday in a new policy document — rejecting the shift by other asset managers to downgrade or remove green commitments. Read more @

March 31, 2025
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28Mar

Considerations on ESG Investment Implementation

By Laura T. Starks Although interest in investing according to environmental, social, and corporate governance (ESG) standards is widespread, investment managers face a number of basic considerations with their portfolio choices. In this article, I give a high-level overview of these considerations within the context of the investor motivation: ESG values, ESG value, or both. These considerations include whether investors should exclude certain firms or use a positive tilt; how they could integrate ESG into an investment approach; the role...

March 28, 2025
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27Mar

U.S. Bill Seeks to Limit ESG Investments in Pension Funds

U.S. lawmakers target ESG in pensions: A U.S. bill previously rejected by Biden seeks to limit ESG factors in pension investments. InnoEnergy accounces €160B clean tech push: With focus on batteries, solar PV, and hydrogen, InnoEnergy mobilizes €160 billion for clean tech. Nvidia hit by China’s new energy efficiency rules: China’s stricter energy efficiency rules threaten chip sales. New PRI data reveals ESG investing remains strong: Report shows responsible investing is still growing despite political setbacks. U.S. lawmakers propose bill to curb ESG...

March 27, 2025
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21Mar

UK. Two-thirds of employers embrace responsible pensions; less than half have it as their default

More than two-thirds (69 per cent) of employers in the UK now offer a responsibly invested company pension, but less than half (44 per cent) have it as their default option, research from Scottish Widows has revealed. The firm said this put the onus on employees to take action if they want to switch. However, its Responsibly Invested Pensions report showed that nearly two-thirds (61 per cent) of employees had “no idea” how to change their default, highlighting a growing need for employers...

March 21, 2025
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13Mar

South Korea’s NPS pivots to sustainability, dials up risks in the portfolio

South Korea state pension fund National Pension Service (NPS) has delivered a new return record in 2024 driven by US tech stocks’ relentless rally, while its investments in global fixed income and alternatives also posted double-digit returns. This year, the world’s third-largest pension fund is gearing up to reduce coal investments to promote sustainability in the portfolio, and target riskier assets to ensure sustainability in funding. NPS announced a 15 per cent return on a money-weighted basis in 2024, which was...

March 13, 2025
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