All Investors articles – Page 4
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White papersInvesting for Impact: Our Take
In early 2019, Stephanie Braming, CFA, partner, global head of William Blair Investment Management, participated in The Economist’s Investing for Impact conference in New York City. We later sat down with her to discuss sustainability, environmental, social, and governance (ESG) factors, and the changing demands of the industry.
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White papers
Why it’s time to stop thinking of gender diversity as a zero-sum game
Anne Tolmunen, Portfolio manager, AXA IM Framlington Equities, Kathryn McDonald, Head of Sustainable Investing, AXA IM Rosenberg Equities and Marie Fromaget, Human Capital and Diversity Analyst, AXA IM, explain why improving diversity is important not just for the bottom line but for society as a whole.
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Asset Manager News
Amplified: European legislation puts shareholder responsibilities under the spotlight
In December of last year, the Hermes Shareholder Rights Directive survey was conducted among a panel of 175 European asset owners and managers to gauge levels of awareness and readiness for the Directive.
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White papers
Intangible Assets: The Royal Opportunity Set
In this Q&A, Jon Rotolo, Barings’ Head of Private Equity / Real Assets, and David Jin, a Director within the Private Equity / Real Assets group, discuss why they believe pharmaceutical royalties present a particularly compelling investment opportunity.
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White papers
Leases: What Investors Need to Know About the New Standard - Top Ten Considerations for Investors
Basics of new US GAAP and IFRS standard which will have significant impact on the balance sheets of many companies including how the income statement and presentation of cash flow treatments will differ under the two standards.
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White papers
Responsible Returns: Better Stocks for a Better World
Many equity investors want to help create social benefits while generating strong returns. Achieving these twin goals requires a coherent investment approach. In this paper, we outline a process designed to effectively integrate environmental, social and governance factors in a sustainable equity strategy. Using stock examples, we demonstrate how to identify companies that support the UN Sustainable Development Goals (SDGs) and offer sources of long-term return potential.
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White papers
20 years in Russia
In my 20 years of visiting Russia, its development has been patchy. One area that stands out: information technology Russia has turned Soviet-era legacies into free market strengths bolstering fields such as internet, social media and fintech. As an emerging market investor, I see the pieces coming ...
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White papers
Persistence And Skill In The Performance Of Mutual Fund Families
Prior research has shown that decisions made at fund family level can account for a substantial portion of the performance of the individual active fund managers in the family.
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Asset Manager News
Blog | China's retail investment market: Implications for minimum variance
Accessing the China A-Shares Market Via Minimum-Variance Investing (recently published in the Journal of Portfolio Management) explains how minimum variance strategies may work in historically volatile markets such as China.
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White papers
Market Resilience: Strength In Numbers
Concerns about where the financial markets are heading are at the forefront of many investors’ minds. The risks of a US or global recession this year continue to persist amid slowing global growth, trade tensions and worries about potential geopolitical shocks.
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White papers
Thermo Fisher: scalable solutions to real-world problems
Hermes Global Equity assess each stock’s value, growth and quality characteristics, along with market sentiment towards a company, to find those with the most attractive long-term fundamentals in the investment universe.
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White papers
Dynamic evolution in low carbon investing
As efforts to reduce greenhouse gas emissions gather pace, the industrial foundations of society are facing a transformation. From the light bulb to the car, from everyday materials like plastics to cement, even our diets will have to adapt in profound ways to make the low carbon economy a reality and to avoid the worst impacts of global climate change.
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White papers
The Importance of Diversity in Asset Management
Asset management has long been a male-dominated industry–but things are beginning to change. That’s because the best managers are devoting considerable time and resources to changing the situation.
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White papers
Argentina is keeping reform promise (for a change)
Investors might be hard-pressed to find a bright spot in Argentina today. Growth in 2019 has yet to rebound from its collapse last year, inflation hit 51.3% year over year in February and the peso has not recovered from its 2018 plunge versus the U.S. dollar.
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White papers
How to Approach a More Accessible Chinese Equity Market
As China continues to open up its capital markets to international investors and its representation in the global equity opportunity set expands, there is no doubt that investors are on the cusp of an exciting chapter for Chinese equities. Historically a closed asset class, China A-shares have become more accessible to global investors as the Chinese government introduced a number of measures to encourage foreign participation.
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White papers
Japan’s strengthening fundamentals go unnoticed
Global investors underappreciate the changing behaviour of Japanese companies, which has made them more resilient and well positioned to benefit from global reflation.
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White papers
European equities: targeting positive returns in an uncertain climate
A decade after the financial crisis, the uncertain economic conditions it ushered in are starving Europe’s investors of returns.
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White papers
Horses, Not Camels: Diversity and Group Decision-Making
In the investing industry, we’re all well aware that our business isn’t a one-person endeavor. The basic problem-solving unit is quite often a group or team. But how do we create the right formula that ensures groups make thoughtful, effective decisions and avoid bad ones?
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White papers
Harnessing the data science revolution
A mass of new information types, combined with new methods of analysis is giving investors the tools to enhance long-term performance.
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White papers
A new approach to investing in emerging markets
Gavin Ralston and Kristjan Mee propose a new way of investing in emerging markets to benefit from the opening up of China’s capital markets
