ESG integration, sustainability, and impact investing…While there may be overlap in the meanings of these terms, they each represent a distinct approach to “doing well while doing good” in investor portfolios.
Sustainability has moved from a tangential consideration to a crucial criterion in portfolio construction. A line-up of experts told this year’s Qontigo Investment Intelligence Summit how this evolution is re-shaping the entire investment landscape.
There is no denying the impact of climate change — and associated regulatory realities — on the business of investment management. For portfolio managers, it is essential to understand how to successfully adapt and prepare for what some call the “mother of all correlated risks”. Here we expose — in three parts — what portfolio managers need to know when switching to a fully Paris Aligned Benchmark (PAB) portfolio from a current market-cap weighted (CWB) portfolio.
There is no denying the impact of climate change — and associated regulatory realities — on the business of investment management. For portfolio managers, it is essential to understand how to successfully adapt and prepare for what some call the “mother of all correlated risks”. In this presetation we discuss what portfolio managers need to […]
Melissa Brown discusses the STOXX® Europe 600 Paris-Aligned Benchmark Index, and the strategy driving a higher return and lower volatility than its benchmark. Learn more in our white paper, The STOXX Europe 600 Paris-Aligned Benchmark: A Better Path to Success?
Global stocks wrapped up their best calendar quarter in over eight years in March, as the Federal Reserve halted its interest-rate increases, and expectations strengthened for a trade truce between the US and China. The STOXX® Global 1800 Index rose 1.3% in dollar terms1 during March, taking its advance over the quarter to 12.3%, its […]
By Wanja Eichl and Joachim Plath,1 Finreon The growing popularity of smart-beta products has fueled the debate around whether their advantages and potential performance can prevail across different market environments. The theoretical foundation of smart beta emerged over the past 30 years. Academic research has identified factors — besides the market risk — that can achieve excess […]
Dollar seen losing steam Bank of America Merrill Lynch is among brokers saying the euro will likely recoup its losses against the dollar in 2019,1 as the Federal Reserve slows down the pace of tightening and the European Central Bank (ECB) gradually removes monetary support. The euro slid 4.8% against the greenback in 2018. The Eurozone’s central […]
The first edition of Morningstar’s European Active/Passive Barometer1 shows the extent to which active managers in the region have underperformed their passive peers in recent years, suggesting the active-management industry must contend not only with high costs but with poor returns too. According to the report on the performance of about 9,400 European-domiciled funds, or roughly a […]
STOXX Ltd. announced today the launch of the new iSTOXX RiskFirst LDI index family. This new offering has been jointly developed with RiskFirst, the UK’s leading provider of risk analytics and reporting solutions to the defined benefit pensions market.