3 Ps Critical to Investing in Aftermath of US Withdrawal from Paris Agreement
Cambridge Associates and IEN outline why purpose, priorities, and principles are rules of thumb for ESG investing.
Asset Allocation
Swedish Pension Fund Shuns Firms That Violate Paris Accord
But despite divestment, fund still owns hundreds of millions of dollars in fossil fuel stocks.
Office Oversupply Looms, But Global Economies Look Solid, Commercial Real Estate Economist Says
China, some US cities could face glut due to aggressive development.
Amazon’s Whole Foods Purchase Sends Worldwide Retail Stock Shock
Acquisition shows value of brink-and-mortar establishments for food purchases, UBS says.
Panelists: Evergreen Funds Seeing Resurgence
SuperReturn East speakers say funds more popular with investors as they increase allocations to private credit.
Rutgers Conference: US Real Estate “Priced to Perfection”
Grocery-anchored and experiential-based retail, creative office space offer good opportunities.
Swiss State Pension Publica Divests from Weapon Firms
$38 billion fund is selling off its stakes in five arms manufacturers.
Coronado: China Key to Global Economy, Real Estate
Economist also notes that US rate rise likely to be slow based on high levels of debt.
How PSP Invested in FY 2017 to Make 12.8% Returns
The annual report shows that a 12.8% return gives net assets an $18.8 billion boost.
Institutional Investors, Proxies Rally Against EpiPen Board
New York City Pension Funds lead the charge against Management Proposal 5 with Glass Lewis, ISS’s endorsement as they prep for Mylan’s June 22 shareholder meeting.
Mercer Launches Hong Kong Mandatory Provident Fund Index
Inaugural survey revealed high level of dissatisfaction with the pension fund.
National Geographic Society Dedicates $50M of Endowment to Impact Investments
Cambridge Associates’ CA Capital Management will manage the nonprofit’s impact investment program.
Passive Investing Hits Plateau
NEPC survey finds passive investing is losing momentum, cites geopolitical uncertainty, market volatility.
Crescat Capital Client Letter: Most Hedge Funds Are Long Equities, Not Hedging
Managers may have overcompensated to stem outflows, report says.
Private Real Asset Funds on Par with ESG Investments
Report finds investments in timber, real estate, and infrastructure often align with social impact goals.