Tag: S&P

October 22, 2020

During the Great Financial Crisis, Overly Optimistic Ratings Helped Kill the Market. Could It Be Happening Again?

An academic report found a major difference between ratings for tranches and their underlying securities that could indicate CLOs are riskier than investors think.

Asset Management Culture June 24, 2020

Pandemic Spurs Investor Interest in Social Bonds

The sustainable finance instrument has become an unlikely tool in the economic fight against COVID-19.

Risk May 22, 2020

Credit Raters Get Slammed Once Again as Too Lenient

S&P and Moody’s take it heavy in an SEC hearing. A run-up to a replay of their 2008-09 vilification?

Coronavirus - COVID-19 May 8, 2020

Public Pensions Could Suffer for Years from Pandemic Losses

Employers will have to increase contributions unless markets rebound sharply, says S&P.

Asset Allocation December 12, 2019

S&P Aggregate Pension Funded Status Rose in November

Level rises to 85.8% for corporate plan funding, Aon says.

Newsmakers September 26, 2018

GPIF Chooses Two Indices for Its ESG Benchmark

CEO Takahashi hopes the picks will push companies ‘to work on carbon efficiency and disclosure’ practices.

Asset Allocation June 9, 2017

Crescat Capital Client Letter: Most Hedge Funds Are Long Equities, Not Hedging

Managers may have overcompensated to stem outflows, report says.

Research June 7, 2017

Mercer: S&P 1500 Aggregate Funding Remains Level

At 83% funded, May levels on par with rest of 2017, but down from 2016.

Industry White Papers

Revisiting Earnings Acceleration as a Source of Diversifying Excess Returns Is earnings acceleration an underused source of diversification and excess return? See what the new data shows.

A customized approach to ESG doesn’t have to be expensive Many investors are finding that off-the-shelf approaches are not meeting their organization’s unique ESG needs. This case study explores how Invesco created a suite of ESG mandates which track custom-built indexes for a large US-bank, focusing on specific environmental and social issues.

Investing in Companies That Are Shaping the Future For institutional investors, particularly public plans, the need for diverse and uncorrelated returns is paramount. Both traditional global equity investors and those committed to sustainable investment agendas would benefit from an actively managed allocation to the decarbonization theme.