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.
Government should focus on building consumer confidence rather than focus on backing a private sector-led recovery, Grattan Institute CEO Danielle Wood has said.
[vc_quotes layout=”accordion” quotes=”%5B%7B%22name%22%3A%22Dr%20Vivienne%20Ming%22%2C%22job_role%22%3A%22Theoretical%20neuroscientist%2C%20AI%20expert%2C%20entrepreneur%20and%20author%22%2C%22content%22%3A%22Professional%20mad%20scientist.%20Co-founder%20and%20executive%20chair%2C%20Socos%20Labs.%5Cn%5CnTheoretical%20neuroscientist%2C%20entrepreneur%2C%20author%2C%20and%20mother%20of%20two%2C%20Dr.%20Vivienne%20Ming%20is%5Cnfeatured%20frequently%20for%20her%20research%20and%20inventions%20in%20The%20Financial%20Times%2C%20The%20Atlantic%2C%20Quartz%20Magazine%20and%20the%20New%20York%20Times.%20Co-founded%20with%20wife%20Dr.%20Norma%20Ming%2C%20Socos%20Labs%20is%20a%20science%20incubator%20dedicated%20to%20solving%20some%20of%20the%20world’s%20most%20pressing%20problems.%5Cn%5CnPreviously%2C%20Vivienne%20has%20pursued%20her%20research%20in%20cognitive%20neuroprosthetics%20as%20a%20visiting%5Cnscholar%20at%20UC%20Berkeley’s%20Redwood%20Centre%20for%20Theoretical%20Neuroscience.%20In%20her%20free%20time%2C%5CnVivienne%20works%20to%20design%20AI%20systems%20to%20help%20treat%20her%20son%E2%80%99s%20diabetes%2C%20predict%20manic%20episodes%20in%20bipolar%20sufferers%20and%20reunite%20orphan%20refugees%20with%20extended%20family%20members.%20She%20sits%20on%20the%20boards%20of%20numerous%20companies%20and%20non-profit%20organisations.%20%5Cn%5CnFor%20relaxation%2C%20Vivienne%20frequents%20the%20sci-fi%20section%20of%20Audible%20and%20spends%20time%20with%20her%20wife%20and%20children.%22%2C%22image%22%3A%2260036%22%2C%22linkedin%22%3A%22https%3A%2F%2Fwww.linkedin.com%2Fin%2Fvivienneming%2F%22%7D%5D” title=”Speaker” el_class=””][vc_quotes layout=”accordion” quotes=”%5B%7B%22name%22%3A%22Colin%20Tate%20AM%22%2C%22job_role%22%3A%22Chief%20executive%2C%20Conexus%20Financial%22%2C%22content%22%3A%22Tate%20has%20been%20an%20investment%20industry%20media%20publisher%20and%20conference%20producer%20since%201996.%20In%20his%20media%20career%2C%20Tate%20has%20launched%20and%20overseen%20dozens%20of%20print%20and%20electronic%20publications.%20He%20is%20the%20chief%20executive%20and%20major%20shareholder%20of%20Conexus%20Financial%2C%20which%20was%20established%20in%202005%2C%20and%20is%20headquartered%20in%20Sydney%2C%20Australia.%20%5Cn%5CnThe%20company%20hosts%20more%20than%2020%20conferences%20and%20events%20globally%20each%20year%20and%20publishes%20three%20digital%20publications%2C%20including%20the%20global%20website%20and%20strategy%20newsletter%20for%20global%20institutional%20investors%E2%80%AFTop1000Funds.com%2C%20Professional%20Planner%20for%20financial%20planners%2C%20accountants%20and%20private%20bankers%20in%20Australia%20and%20Investment%20Magazine%20for%20Australian%20superfunds%20and%20institutional%20investors.%20One%20of%20the%20company%E2%80%99s%20signature%20events%20is%20the%20bi-annual%20Fiduciary%20Investors%20Symposium%20attended%20by%20global%20asset%20owners%20and%20hosted%20in%20the%20Americas%20and%20Europe.%20%5Cn%5CnConexus%20Financial%E2%80%99s%20events%20aim%20to%20place%20the%20responsibilities%20of%20investors%20in%20wider%20societal%20and%20political%20contexts%2C%20as%20well%20as%20promote%20the%20long-term%20stability%20of%20markets%20and%20sustainable%20retirement%20incomes.%20%5Cn%5CnTate%20served%20for%20seven%20years%20on%20the%20board%20of%20Australia%E2%80%99s%20most%20high%20profile%20homeless%20charity%2C%20The%20Wayside%20Chapel%3B%20and%20he%20has%20underwritten%20the%20welfare%20of%2060%2C000%20people%20in%2028%20villages%20throughout%20Uganda%20via%20The%20Hunger%20Project.%20In%202021%20was%20appointed%20as%20a%20Member%20(AM)%20of%20the%20Order%20of%20Australia%20(General%20Division)%20for%20significant%20service%20to%20the%20community%20through%20charitable%20initiatives.%20%22%2C%22image%22%3A%2260053%22%2C%22linkedin%22%3A%22https%3A%2F%2Fwww.linkedin.com%2Fin%2Fcolin-tate-839a5a181%2F%22%7D%5D” title=”Moderator” el_class=””]
The Strategic Asset Allocation benchmark the government has employed to judge outperformance in its new annual performance test is expected to result in funds adapting their investment strategies to beat listed market indices.
While super stapling is a natural industry progression and a plus for consumers, the changes will curb some of the benefits smaller industry funds rely on to survive, which could further accelerate merger activity.
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In-depth interviews with leaders, experts and visionaries in the institutional investment community
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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.
