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Investment Management Fees: Fairness Revisited
Amid macroeconomic shifts and changes in the investment industry, fees and alignment of interest require fresh attention. This Investment Management Fees report considers the latest fee data and
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Passive ESG Investing Needs Careful Attention Amid 'Backlash'
From the pages of the Financial Times and Reuters to the hallways of investment conferences, noise of an ‘ESG Backlash’ has echoed around the asset management industry through recent months.
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Carbon Trading Strategies: Sector in Brief
This report provides a concise introduction to the investment characteristics of carbon compliance credits and the growing use of this emerging asset class by hedge funds, traditional asset
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Climate and Biodiversity in Equity Investing
The climate imperative is driving new practices across all asset classes. Equity portfolios are typically on the strategic front line, thanks in large part to the availability of data that can
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Natural Capital Investing
Strong market fundamentals and climate impact potential have driven a surge in institutional investor demand for ‘natural capital’ such as timberland, agriculture and ‘nature-based solutions.’
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What Is Sustainable Infrastructure Investing Now?
What does sustainable investing look like now in infrastructure? What are the major strategy/fund types available currently to investors in this sector? And to what extent do these strategies
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Time for Charities to Upgrade Investment Approach, Clarify ESG
Thanks to recent guidance from the Charity Commission for England and Wales, UK charities became the latest cohort of institutional investors to receive official endorsement for considering ESG
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Investor Spotlight: Social Impact in Focus for Italian Bank Foundations
Italy's ecosystem of banking-originated Foundations is unique in the financial world. Created as part of a major banking system reform in 1990, these entities—which became the shareholders of
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'Impact' in Private Equity: What Is Best Practice?
The ‘impact’ private equity sector is rapidly growing and maturing. Yet it is far from straightforward to assess the credibility of these strategies. This report showcases the current fund
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Are Equity Long/Short Managers Meeting Investors’ ESG and Climate Needs?
Equity long/short strategies are ahead of the curve on ESG and carbon emissions versus their hedge fund counterparts in other strategies–thanks largely to the groundwork laid by the long-only
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Global Asset Owner Survey: Traps and Transitions
A secular macroeconomic transition has created an unenviable series of choices—and potential traps— for pension funds, insurers, endowments, foundations, family offices and other ‘asset owners’
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Three Carbon-cutting Pitfalls – and How to Avoid Them
Investors are placing ever-greater focus on the carbon intensity of their investments, with equity portfolios often first in line for implementation. Yet, while carbon commitments can represent a
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DNA of a Manager Search: Impact Real Estate
The ‘DNA of a Manager Search’ series seeks to provide investors with practical insight on implementation through the lens of real-life examples. Here, a UK LGPS fund carves a new ‘impact’
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One Year On, Have Sustainability Disclosure Regulations Brought Clarity or Confusion?
Asset managers have moved en masse towards adopting Article 8 or 9 designations under the EU’s Sustainable Finance Disclosure Regulation (SFDR) framework, introducing new funds and repurposing
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Illiquid Investments for Impact: Five Key Takeaways
With a clear trend towards impact-oriented investment activity among bfinance’s global client base, the bfinance research team recently held an investor training seminar focusing on illiquid
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Insurer Investment Survey
The bfinance 2022 Insurer Investment Survey provides a detailed look at key changes in insurance firms’ investment portfolios, risk exposures and resourcing/implementation.
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Impact in Private Equity: Sector in Brief
‘Impact’ private equity investing has become a distinct sub-sector, with a rapidly-increasing universe of dedicated funds and a stream of new managers entering the space. This brief review
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Carbon Cuts or Climate Impact? New Choices for Equity Investors
With the investment industry expecting significant outcomes from COP26 in November, climate risk management and portfolio carbon exposures have never been higher on investors’ agendas.
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Wealth Manager Investment Survey
A new study, featuring data from 120 wealth managers around the globe, identifies significant changes in investment capabilities, ESG integration and strategy.
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Renewable Energy Infrastructure: Lessons from Manager Selection
The renewable energy infrastructure landscape is evolving rapidly, as are asset managers’ strategies. This paper illustrates key developments, including case studies of recent manager
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