In our view, society has started to shift away from the shareholder primacy model. The COVID-19 pandemic is likely to accelerate this shift, requiring investors to understand the value companies have been creating for and extracting from all stakeholders.
While the future of traditional fixed income investing may look gloomy, we believe private debt can help investors meet their income needs at a time when it is harder than ever to find real returns.
Lionstone expects migration of people and firms to the “Hockey Stick” of America will be a primary characteristic of the 2020s. Millennials are facing many of the same challenges and opportunities their parents, the baby boomers, did, and are expected to make similar quality of life choices.
Using newly-available materiality classifications of sustainability topics, we develop a novel dataset by hand-mapping sustainability investments classified as material for each industry into firm-specific sustainability ratings. This allows us to present new evidence on the value implications of sustainability investments.
Emerging markets are home to the world’s fastest-growing economies and their long-term equity returns have
attracted investment flows. In the past several years, however, many investors may have been disappointed by
lacklustre results from their emerging markets allocations.
Is there a relationship between companies’ stock return performance and their ESG performance (“ESG” hereafter)? A key challenge in examining the return predictability of ESG is how to measure it.
In this paper, we provide an overview of our engagement approach; expanding on the rationale of our climate engagement program – the reasons why we engage on climate and how we select those companies we are engaging with.
Solving today’s global environmental and social problems demands a combination of money, long term thinking and innovation. We believe that the United Nations’ 17 Sustainable Development Goals provide a great framework for addressing these problems. However, the aim is to meet the SDGs in less than ten years the deadline is 2030.
The risks of climate change are an integral element of the duty of care that financial institutions have toward their clients and beneficiaries. That’s why this year’s paper focuses on one of the four global challenges to be discussed at Davos: ”How to address the urgent climate and environmental challenges that are harming our ecology and economy”.
Funds allocating to this area are finding that some forms of social housing investment helps stabilise portfolios as retail and commercial property face uncertainty.
The pandemic’s economic and social impact are likely to surge in the coming months in spite of the number of claims directly related to infection with Covid-19 being minimal, MLC Insurance’s Sean Williamson points out.
Industry has been left out of the conception of the latest performance test, described by APRA’s deputy chair Helen Rowell on Monday as one of the major changes foreshadowed in the Federal Budget which is aligned with the prudential regulator’s agenda.
The investment intelligence behind Australia’s largest asset owners and their teams
In-depth interviews with leaders, experts and visionaries in the institutional investment community
Updates on the latest industry policy developments and regulation
The challenges and innovations of custody, technology and operational due diligence
Investment Magazine provides in-depth, monthly analysis of trends and developments for all the businesses in which superannuation funds engage‚ including asset allocation, investment manager selection, custody and fund accounting, member administration, group insurance and compliance.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
