Buy side Archive

Sep 18, 2020
The week in investor relations: Climate action, home-grown CEOs and record engagement
– Climate Action 100+, an investor group with $47 tn in assets under management, sent a letter to companies with large greenhouse gas emissions calling for them to become net-zero emitters by 2050, reported the Financial Times (paywall). The group has already had a number of successes forcing change at large companies. Investors in the group include BlackRock and PIMCO. – The ...
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Sep 09, 2020
Deciphering active and passive market dynamics
One overarching theme has dominated the asset management industry since the global financial crisis: the flow of assets from active management to passive vehicles. The flow of funds into passive has rocked the once-lucrative asset management industry and forced fees down from stratospheric heights to more investor-friendly levels. This structural shift in investing behavior has resulted in unique arbitrage opportunities for savvy portfolio managers, but has also yielded si...
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Sep 04, 2020
The week in investor relations: Divestments over lobbying and unusual IPOs
– Storebrand, the Nordic investment manager with more than $90 bn in assets, divested from mining and energy companies over their lobbying activities related to climate change, reported the Financial Times (paywall). The firm sold holdings in ExxonMobil, Chevron, Rio Tinto and Southern Company, as well as German chemicals group BASF. ‘Storebrand’s move is thought to be the first ex...
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Aug 25, 2020
Advisory intelligence: Investors feeling more empowered to make longer-term decisions
Sponsored content Following second quarter results, investors now have improved visibility on the impact of Covid-19 and are starting to make significant decisions on their investment allocations, according to the Nasdaq Global Perception team. In this environment, companies need to clearly communicate around the topics investors are most focused on, such as business model durability, consumer and workforce dynamics, ESG agendas, debt obligations, an...
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Aug 17, 2020
How Calvert examines ESG information and puts it to use
Your firm is all about ESG investing. How did the decision come about to make ESG the centerpiece of your investing strategy? Responsible investing is what we do and we take it from the perspective of our responsibilities to our clients. So in terms of fully meeting our responsibilities to our clients, we use ESG information to really work in two areas. First, we use ESG to inform our security selection. Second, we use ESG metrics to determine how t...
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Aug 14, 2020
The week in investor relations: ESG flows, US-China tension and stock splits
- Sustainable investment funds continued to see strong inflows during the second quarter of the year, according to the Financial Times (paywall). Between April and June, such funds saw net inflows of $71.1 bn, said the newspaper, citing data from Morningstar.  - The world’s largest asset managers are pushing up volatility in company stocks, according to new academic research, t...
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Aug 11, 2020
Japan’s governance evolution continues despite Covid-19 impact
Since 2014, when Prime Minister Shinzo Abe introduced a stewardship code, Japanese companies have found themselves under sustained pressure to up their corporate governance practices.  Despite the spread of Covid-19, that pressure has remained high in 2020, with a record number of shareholder proposals filed during the Japanese AGM season. Below, we speak with Shigeo Imakiire, president of Investor Communications Japan (ICJ), a joint venture of Broadridge an...
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Aug 06, 2020
How SSGA integrates ESG into its decision-making
What roles do you play with regard to your company’s ESG function? Ben Colton –Our primary responsibility is voting and engagement. We developed a stewardship program focused on governance and sustainability issues. We work closely to integrate R-Factor [SSGA’s sustainability score] into our stewardship work and to integrate ESG across ...
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Jul 30, 2020
Hermes talks Covid-19, UN SDGs and impactful companies
Responding to ‘accelerating investor demand’ for sustainable investments – even as Covid-19 ravaged stock markets – investment manager Federated Hermes, which has $575.9 bn in assets under management as of December 31, 2019, has been expanding its impact investing team.  As part of that expansion, Ingrid Kukuljan will be leading the manager’s impact opportunities team from London. With 22 years’ experience under her belt, Kukuljan joins Hermes from PDM ...
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