EP16: Alignment with managers the key to ESG integration

Skye King, head of ESG and Responsible Investment at NGS Super, and Fiona Mann, head of listed equities & ESG and LGIA Super and Energy Super – now Brighter Super, talk to Fiona Reynolds, chief executive, Conexus Financial about ESG and what it means to investors today. With ESG now in the mainstream, leading superfunds are turning to their relationships with managers to ensure responsible investment considerations are integrated at all levels of decision making. Making sure managers are best in class in seeking out responsible investment considerations is essential to integrating ESG into portfolios.

The conundrum of measuring impact

Impact investing – the deployment of investor capital to achieve a positive environmental or social impact – has grown rapidly. But investors lack the tools and data to effectively and consistently measure the impact of their investments.

Shift to positive stock-bond correlation could increase risk, reduce returns

Investors may have to fundamentally rethink their return and risk expectations with experts arguing there are signs that stock and bond return correlations could turn positive and stay that way for years or even decades.

HESTA drops Origin Energy from watchlist following gas divestment

HESTA has dropped Origin Energy from a watchlist of carbon-intensive portfolio companies after the energy company announced plans to exit the controversial Beetaloo Basin gas project in Northern Territory and existing upstream exploration permits.

Equip Super beefs up defensive, real assets investment teams

Equip Super hires two senior portfolio managers to strengthen its defensive assets, alternatives and real assets team at a time when public markets have been hit by inflation and fears of steep interest rate hikes.