Human Capital: A New Investment Thesis That Is Delivering So Far
By measuring employee morale and other people-centered influences on share prices, fledgling ETFs have beaten benchmarks—and attracted a large SWIB position.
By measuring employee morale and other people-centered influences on share prices, fledgling ETFs have beaten benchmarks—and attracted a large SWIB position.
A group representing A$1.2 trillion in assets is calling for reforms and investment on ‘a massive scale.’
How higher interest rates are changing the investment objectives of fully funded pension funds.
UBS analysts think the Fed will need 6 months or so to realize it can ease, gradually slicing the central bank’s benchmark by a modest amount, up to 0.75 points.
The American artificial intelligence industry is far ahead of the rest of the world, it notes, and you don’t have to worry about Skynet from “The Terminator.”
The S&P 500’s EPS had three down quarters in a row, but now analysts are growing more optimistic.
The industry will be needed to bridge the long transition to net-zero from now to 2050, JPM says.
Report says ‘remarkably poor and unreliable’ data on the asset class is a stumbling block for defined benefit plans.
AUM growth decelerates and fundraising softens, Preqin reports.
At a Franklin Templeton webinar, finance chiefs describe corporate America’s strengths.
The framework, now out for comment, calls for extending GIPS to outsourced investment managers, with rules for things like fee disclosures and benchmarking.