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ESG in fixed income – do bond managers walk the walk?

I’ve just completed our second annual survey of fixed income managers’ attitudes to Responsible Investment and Environmental, Social and Governance (ESG) factors. Our new 2016 survey highlighted an increasing level of ESG awareness and a widespread willingness to incorporate ESG factors into fixed income managers’ investment processes. ESG is becoming increasingly important for many investors,

Being Responsible Voters

Even before the US Primaries & UK referendum, voting has been a highly debated issue. Executive pay, board governance and climate change have been areas of focus in recent shareholder meetings. Whilst the UN Principles of Responsible Investment (UNPRI) and Stewardship codes have asked asset owners and managers to be more pro-active on voting practices,

Jun 17, 2016 Categories: Investment, Markets, Pension Insights

Could bounded responsibility push responsible investing into the mainstream?

Responsible investing* continues to grow. But although the concept has its advocates, many large European and U.S. institutional investors have no policy with regards to responsible investing, and no intention of creating one. Bounded responsibility Among many institutional investors, responsible investing is not truly mainstream. The current situation is bifurcated: in or out. Investors in

What do FDs think of trustees – the good the bad and the ugly part 1

So what do FDs think of trustees? Well it was certainly no easy task but we managed to pin down 261 in our first ever FD survey and gather consensus on their views of the decision-making practices of defined benefit trustees. We’ve previously surveyed trustees on the same topic and I’m going to compare and

Be cautious trusting correlations

I was discussing with colleagues recently the market’s change in near term focus from the possibility of a Grexit to the evolution of Fed monetary policy. The conversation moved to a discussion of the risks of relying on traditional diversification when we know that correlations are neither stable nor easily predictable. This reminded me of

Saving for retirement – the biggest changes to pensions in 100 years (for now!)

This is my third and last blog of this series. In my first blog I looked at the three phases of retirement most of us are likely to experience. The amount of income required at each stage will depend on our age and activity levels. In my second blog I noted that given the new

Saving for retirement – so what’s to smile about? Blog 2

Saving for retirement – so what’s to smile about? In my first blog of this series I talked about how saving for retirement was tough given the huge expenses we all run up. However alls well that ends well ….and if you do put away more now then the bigger your retirement smile will be

Saving for retirement – so what’s to smile about?

Saving for retirement – so what’s to smile about? Saving for retirement is hard work but well worth that smile in retirement! The little things in life such as mortgages, rents, school fees etc tend to get in the way of this important saving. When looking ahead to post retirement years, I feel it is

The Smoke and Mirrors behind Quantitative Easing

Another QE bazooka from the Central Banks, with the European Central Bank (ECB) announcing last month that another €1.1 trillion of money will be pumped into the Eurozone economy. Over the past number of years I have heard time and time again that the massive rounds of quantitative easing (QE) taken by many of the

DB Plans – officially a “legacy from the past”?

In December, the 40th NAPF Annual Survey revealed that, for the first time, active membership of DC schemes outnumbers that of DB schemes in the UK workplace. That crossover has long been expected, and its arrival has been hastened by auto-enrolment swelling the ranks of DC members. But it is startling nonetheless, coming as it

Jan 8, 2015 Categories: Pension Insights

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