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April, 2022
Shareowner power: using proxy votes for real-world action
Stephen Hearle, Co-Head of Institutional & Wholesale Distribution, Nordea Asset Management UK. When it comes to ESG investing, engagement is a key way to influence companies. But there is another very effective way to influence corporate behaviour – voting, says Stephen Hearle at Nordea Asset Management UK Asset managers have the power to help ...
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April, 2022
Offsetting volatility with quality
Matthew Benkendorf, CIO Quality Growth Boutique, Vontobel Asset Management. Matthew Benkendorf at Vontobel sees the return of quality growth companies with high margins, pricing power, low levels of debt and consistent earnings 2022 has been off to a volatile start with global inflation rising to record levels, particularly in developed markets, a ...
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April, 2022
Northern LGPS Q4 2021 stewardship report released
Northern LGPS (NLGPS), the pool for Greater Manchester, Merseyside and West Yorkshire pension funds, has published its stewardship report for the last quarter of 2021. In December, Greater Manchester Pension Fund announced it was filing a resolution at Amazon, in collaboration with the OIP Investment Trust. The resolution asks the global retail giant to ...
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April, 2022
Brunel lobbies supermarket for the Living Wage
Brunel Pension Partnership has filed a resolution with supermarket retailer Sainsbury’s calling for the introduction of the Living Wage for its 189,000 directly employed staff. The pool’s action has been made as part of a coalition made up of 10 institutional investors worth £2.2 trillion plus 108 individual shareholders lobbying for the UK’s ...
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April, 2022
Asset allocation audit: how to see the wood for the trees
John Roe, Head of Multi-Asset Funds, Legal & General Investment Management. James Sparshott, Head of Local Authorities, Legal & General Investment Management. John Roe and James Sparshott at Legal & General Investment Management provide a framework for pension funds preparing an audit of their asset allocation Our conversations with committee ...
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April, 2022
Pools make their position on Russia crystal clear
The Russian invasion of Ukraine has prompted widespread condemnation of the aggressor, and articulation of support for the nation under attack. It has also encouraged many of the investment pools and individual funds to issue statements on their position on Russian investments. “We are deeply saddened by the situation in Ukraine and our thoughts are ...
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April, 2022
Impact is getting easier to measure
KBI Global Investors and the €94 billion Swedish national pension fund Sjunde AP-fonden (AP7), have published a report, “Improving measurement of impact in listed equity” offering insights into metrics of impact in listed water equities. Both KBIGI and AP7 have seen companies making greater efforts to provide better information to investors. The ...
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April, 2022
Wales Pension Partnership awards private markets contracts
Wales Pension Partnership (WPP) has made a number of appointments to implement its pooled infrastructure and private debt investment solutions. Russell Investments is charged with developing the WPP pooled private debt investment programme, while GCM Grosvenor will implement closed ended infrastructure investments. Open-ended infrastructure will be ...
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April, 2022
Yorkshire reports on impact on people and the planet
South Yorkshire Pensions Authority has published its first impact report to understand the way its investments interact with both people and the planet, and whether that interaction is positive or negative. The report was produced for the authority by Minerva Analytics, a specialist consultancy. It examined the whole of the authority’s investment ...
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April, 2022
East Sussex statement on RI and fossil fuel exposure
The East Sussex Pension Fund (ESPF) published an update last month on its position on responsible investment and the fund’s exposure to fossil fuel. The statement said ESPF continues to adjust its strategy and reporting in relation to climate and other environmental, social and governance (ESG) risks and reports quarterly on engagement activities. Key ...
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