
Research


Australian Super Funds Advocate for Board Gender Diversity
The ACSI will consider recommending that its members vote against current leadership at companies where women comprise less than 30% of the board.

AI Will Send Profits Skyward Over the Next 10 Years, Goldman Says
Artificial intelligence-fueled productivity should expand margins by 4 percentage points, the firm projects, but it won’t happen right away.

Regional Banking Crisis? Not Happening, Natixis Says
The deposit flight has halted, and lending hasn’t suffered, the firm notes.

Kellogg Foundation Offers a How-To on DEI for Finance Employers
Pointing to low levels of diversity among money managers and private equity firms, it gives examples of successful programs that boost diversity.

ESG, Non-ESG Investing Returns Differ Minimally, Says Research Affiliates
But when portfolios are not cap-weighted, green-oriented investments do better, the firm finds.

Debt Ceiling Stalemate: End Date for Washington’s Pay Ability May Arrive Sooner
The so-called ‘X-date’ could come in June instead of August, say studies by Goldman Sachs and Wrightson ICAP, based on lower-than-estimated federal tax receipts.

How to Measure OCIO Performance
A CIO panel explored different ways for allocators to assess their outsourced investment chiefs.

Goldman: Artificial Intelligence Will Boost Global GDP by 7%
There will also be a job-loss toll, but, as in previous technology leaps, many displaced workers will fit into newly created positions, the firm’s study says.

Japan GPIF Foreign Equity Managers Rate Top TCFD Disclosure Firms
Microsoft and BHP were cited the most by asset managers as providing the best climate risk information.

Listed Infrastructure Expected to Deliver Regardless of Economic Slowdown
The asset class will still provide ‘highly attractive returns,’ even if economic growth slows, says First Sentier Investors.

Sovereign Wealth Funds’ Views on Climate Evolving Rapidly
Report finds tenfold jump in SWFs that see addressing climate change as consistent with their mandate.

A New ‘Blueprint’ for Increasing Equity in Investing—and Why It Matters
Authors present their new Investor Blueprint for Racial and Economic Equity at NY Fed event.

Gender-Diverse Asset Managers Get Better Results, Study Says
Equity returns are almost half a percentage point higher with more women in investment firms, per WTW.
