June 2024
05Jun

Australia’s Active Super found guilty of making misleading environmental claims

Australia's Federal Court has found superannuation fund Active Super guilty of making misleading claims concerning its environmental, social and governance (ESG) credentials, the country's securities regulator said on Wednesday. The Australian Securities and Investments Commission (ASIC) had sued Active Super last year, disputing the fund's claims that it no longer held investments in gambling, coal mining and oil tar sands, and that it had exited Russian investments. The court found that between February 2021 and June 2023, Active Super invested in...

June 5, 2024
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04Jun

How Sustainability Disclosures and Regulations Benefit Investors

There are several regulations and disclosure requirements aimed at meeting sustainability and greenhouse gas reduction targets worldwide that investors will need to understand and from which they can hopefully benefit. Asset owners representing trillions in assets have pledged to mandate things such as sustainable, carbon-neutral portfolios and divestments from carbon producers. For example, the U.N.’s Net-Zero Asset Owner Alliance represents 69 asset owners with $8.4 trillion in assets under management with a target of achieving net-zero portfolios by as late as...

June 4, 2024
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04Jun

More than half of investors plan to boost alternatives — survey

More than half of investors (55%) plan to increase their alternative investment allocation over the next five years, according to survey by analytics provider Clearwater Analytics. Thirty-five percent of investors indicated they plan to increase alternative investment allocations based on current market conditions, while 6% plan to decrease their alternative investment allocations. “As investors continue to scan the alternatives market for opportunities, numerous challenges and trends have come into closer view," said Scott Erickson, chief revenue officer at Clearwater Analytics, in...

June 4, 2024
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May 2024
31May

US. Wall Street scans for potential volatility after Trump verdict

The impact of former President Donald Trump’s historic guilty verdict has yet to set in on Wall Street. From round-the-clock currencies to after-hours equity trading, most financial assets — aside from shares in Trump Media & Technology Group — were largely stable after a New York jury found Trump guilty on all 34 felony counts. But for traders, the question now is how the decision will impact markets that are already starting to prepare for the 2024 U.S. elections — in...

May 31, 2024
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31May

Global top 300 pension funds. A Thinking Ahead Institute and Pensions & Investments joint study

By The Thinking Ahead Institute and Pensions & Investments The global top 300 pension funds is an annual study conducted by the Thinking Ahead Institute, in conjunction with Pensions and Investments. The research highlights high-level trends in the pension fund industry and provides information on how the characteristics of these top funds have changed. Get the report here

May 31, 2024
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28May

US. Wall Street braces for faster trade settlement

U.S. trading moves to a shorter settlement on Tuesday, which regulators hope will reduce risk and improve efficiency in the world's largest financial market but may temporarily lead to a rise in transaction failure for investors. To comply with a rule change the U.S. Securities and Exchange Commission (SEC) adopted last February, opens new tab, investors in U.S. equities, corporate and municipal bonds and other securities, opens new tab must settle their transactions one business day after the trade, instead...

May 28, 2024
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28May

Esade report: Moving from awareness to action in gender lens investing

The Esade Center for Social Impact (ECSI) has published its Gender Strategies in Investing study to better understand how European investors can move from awareness to action in gender lens investing (GLI) by striking a more equitable balance in their own teams as well as by applying a gender lens to their portfolio investments. The study, which was launched at a webinar hosted by two of its co-authors, Leonora Buckland, senior researcher at ECSI and Lisa Hehenberger, associate professor at Esade Business...

May 28, 2024
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27May

Rethinking the route to retirement investing

At any time in an economic cycle, keeping watch on how retirement portfolios are positioned is good practice. On the back of the relentless swings in asset prices, which investors have endured for so many months, it is vital. Recent market sentiment, as well as fund flows and performance, can attest to this. Take China and Hong Kong equities, for instance. In April, the Hong Kong and Greater China equity markets were the only asset classes posting positive returns, with...

May 27, 2024
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27May

Australian pension funds eye niche private debt to boost returns

AUSTRALIA’S pension giants are looking to expand their private credit exposure to some nascent products, as the cash-flushed industry hunts for ways to diversify portfolios and boost returns. AMP, one of Australia’s largest pension providers, has launched a new A$300 million (S$268 million) alternative debt fund to invest in credit risk transfer, a relatively new corner of the private market. Aware Super, which manages A$175 billion of assets, is also studying the market of niche products for investment potential. The nation’s...

May 27, 2024
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22May

US. NYC Pension to Invest $60 Million to Preserve Cheap Housing

New York City’s $86 billion pension fund for civil employees is investing in a nonprofit-led partnership that took on property loans tied to rent-controlled and rent-stabilized apartment buildings from the failed Signature Bank. New York City Employees’ Retirement System, or NYCERS, will invest as much as $60 million in a partnership, led by the Community Preservation Corp., that will preserve nearly 35,000 rent-stabilized units affected by the Signature Bank’s sudden collapse last March, city Comptroller Brad Lander said Tuesday. The...

May 22, 2024
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