sustainability

Sustainability Digital – Sept 2021

APG develops ESG indexes

A new set of responsible investing indexes, developed by APG and Qontigo, allow investors to measure and report on the impact on risk and return of individual ESG criteria.

Amanda WhiteSeptember 8, 2021

AP2 continues sustainability journey with stellar returns and costs

Swedish buffer fund, AP2, has incorporated Paris-aligned rules into its benchmark construction for global and emerging market equities. This year it turns its attention to Swedish and Chinese equities. The moves come on the back of the best-ever half year return for the SEK421.2 billion fund and its lowest ever costs.

Amanda WhiteSeptember 7, 2021

Sustainability Digital – Sept 2021

Portfolio actions for a sustainable tomorrow

Tim Hodgson imagines a future where portfolios are managed to risk, return and impact goals via a total portfolio approach that puts every investment into a competition to best meet those goals. He outlines some questions to guide portfolio actions to get there.

Tim HodgsonJune 29, 2021

Time for institutional investors to confront income inequality

A new toolkit from The Investment Integration Project, with support from the Generation Foundation, applies principles of systems-level investing to show how investors can confront income inequality and take actions that enhance their current policies and practices. William Burckart and Michael Musuraca from TIIP explain.

William Burckart and Michael MusuracaJune 16, 2021

Sustainability Digital – Sept 2021

Church of Sweden manages concentration risk

The SEK10 billion Church of Sweden fund invests all its assets through a sustainability lens. It’s had stellar performance driven largely by a chunk of the fund invested in the Generation Investment Management global equity fund, an investment that was diluted last year to manage concentration risk. Amanda White spoke to CIO, Anders Thorendal.

Amanda WhiteJune 15, 2021

Featured Story

Examining the limits of modern portfolio theory

The definition of what it means to invest is changing, according to Jon Lukomnik and James P. Hawley, which means examining the limitations of the 75-year old legacy of modern portfolio theory.

Jon Lukomnik and James P. HawleyMay 27, 2021