News & Commentaries
Index Managers Taking Note as ESG Surges: Morningstar.
"Morningstar finds biggest index managers have expanded their stewardship or corporate-governance teams." [COMMENTARY] Morningstar’s research findings are consistent with other similar research.Index Managers Taking Note as ESG Surges: Morningstar, by Michael S. Fischer, December 8, 2017, ThinkAdvisor, USA.
More Advisers Expect Increased ESG Demand.
"More than one-third, 35%, of asset managers have made the introduction of environmental, social and governance (ESG) investing a high priority, and another 57% say they are placing a moderate level of priority on the task. Together, this makes for a full 92% of asset managers on the path to or considering offering ESG investing…
Can Index Funds Be a Force for Sustainable Capitalism?
"According to my estimates for every dollar actively managed, either through high turnover diversified portfolios or through low turnover concentrated portfolios, there are three dollars in indexing or quasi-indexing. In such a market there will be tremendous rewards for market participants that can provide a differentiated service." [COMMENTARY] This is a great piece by Harvard’s…
DB advisers could be sued over climate change risk.
"A report by environmental law firm ClientEarth states that trustees are legally required to respond to climate change risk that may have a material impact on the scheme." [COMMENTARY] This will come as a shocker to the many pension fund trustees who’ve argued against the inclusion of ESG criteria in pension fund management. It appears…
ESG investing and smart beta combination grows in popularity.
"A survey by FTSE Russell shows nearly half (46 per cent) of global asset owners have an allocation to smart beta, and 41 per cent of those using it or considering its use anticipate applying ESG considerations." [COMMENTARY] Again, more proof that global asset managers are utilizing ESG criteria.ESG investing and smart beta combination grows…
European pension funds ramp up responsible investments.
"Six in 10 investors plan to increase their allocations to responsible investments over the next three years. The same proportion is concerned about the impact of scandals on the value of their holdings, according to a survey by Create-Research, the consultancy." [COMMENTARY] Contrast the finding in this survey with that below where "82% [of advisors]…
