The University of California San Diego’s Kroner Center for Financial Research is examining four research areas that can assist institutional investors in determining successful strategies that mitigate risk and generate alpha, said its executive director Michael Melvin, during the Canadian Investment Review‘s 2023 Investment Innovation Conference in November. The think tank’s advisory council, which is comprised […]
After two years of underperformance, global real estate investment trusts are expected to outperform in 2024 due to a decline of supply and resilient corporate valuations, according to a new report from Hazelview Investments. It found global REITs saw a turnaround rally of 18.9 per cent over the last two months of 2023, leading the […]
A traditional method used to calculate expected returns and risk by institutional investors is limited by the scarce amount of available carbon emissions data, according to a report from BNP Paribas. The report, which used the MSCI world index and the MSCI world Paris-aligned benchmark index as investment universe benchmarks, found that when assessing the […]
Nearly two-thirds (63 per cent) of institutional investors believe the emphasis of energy stocks over decarbonization goals is the biggest detractor of the progress surrounding environmental, social and governance investment metrics, according to a survey from Amundi Asset Management. The survey, which polled 158 institutional investors that collectively manage €1.91 trillion in assets, found respondents […]
The OPSEU Pension Trust is targeting a 30 per cent reduction in its carbon footprint by 2030, according to its new climate change report. It found that since 2018, when the investment organization first launched its climate action plan, it has increased its exposure to federal and provincial green bonds to $550 million. OPTrust also expects […]
U.S.-based defined benefit pension plan sponsors are increasingly looking to assess their liability-driven investment strategies as they reach fully funded statuses, according to a new study by Coalition Greenwich and commissioned by Franklin Templeton. The study found nearly three-quarters (73 per cent) of pension plan sponsors reported funding ratios of 100 per cent or higher, […]
U.S. institutional investors paid $1.5 billion in management fees in 2022, according to a new report by investment consulting firm Callan. The report, which analyzed mandates by more than 300 investment firms and more than 180 institutional investors, found 98 per cent of the total fees paid in 2022 went to active managers, up one per cent […]
About half (51 per cent) of global institutional investors believe a recession is inevitable, a sentiment that runs strongest in the U.K. (67 per cent) and North America (62 per cent), according to Natixis Investment Managers’ 2024 outlook survey. The survey, which polled 500 institutional investors in 27 countries, also found among those expecting a […]
More than half (53 per cent) of the world’s largest pension funds say the prospect of a global recession is their No. 1 short-term concern and the same percentage expect a recession to take place in the next 12 months, according to a new survey by the Official Monetary and Financial Institutions Forum. The survey, which […]
The value of the total assets under management for the world’s 100 largest asset owners declined nine per cent to US$23.4 trillion as of Dec. 31, 2022, according to a new report by WTW’s Thinking Ahead Institute. Among these asset owners, pension funds retained 53 per cent of AUM, down from 60 per cent five […]