All Investors articles – Page 5
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White papersDoing the Math on Women’s Empowerment
No one organization is responsible for the advancement of women, and that means every organization is. Women’s empowerment starts with education. It continues with the ability to earn an equitable living, especially in fields where women are underrepresented, and crests with women playing leadership roles at work or owning their own businesses.
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White papers
Market Risk Insights
Mountaineers know that acclimatisation provides the best chance of success in an attempt on a formidable peak – and there are strong parallels with investing. In 2019, investors will need to be the equivalent of mountain-fit in their terrain: the markets
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White papers
Developments in China’s balance of payments and implications for the RMB
Craig Botham and Kristjan Mee examine key developments in China’s balance of payments, and what they mean for investors.
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White papers
Bringing Their “A” Game - The China A-Share Equity Market and Foreign Investors
One of the largest stock markets in the world is opening up to foreign investors. Chinese officials have taken significant steps to make China’s mainland equity market, represented by A-shares, much more accessible. As a result, major index providers are incorporating them into their passive indices, and non-Chinese institutional investors are adding them to their portfolios.
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White papers
MiFID II One Year On: Assessing the Market for Investment Research
The survey findings presented in this report portray several drawbacks with the MiFID II regime for investment research. The findings suggest a competitive tilt favouring large firms as research budgets and profit margins come under pressure from client demands, increased competition, and business model disruption.
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White papers
The Journey of Sustainable Investing A multi-asset approach seeking returns and a better future
Maria Municchi, a fund manager in the M&G Multi Asset team, discusses the development of sustainable investing over time, and explains how we incorporate it with our long-standing multi-asset approach in a new investment strategy.
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White papers
When Every Investor Is Becoming a Risk Premia Investor
Crowding reflects a collective belief in a risk premium’s existence. Without it, risks are only idiosyncratic and not systematic. Therefore, we embrace crowding.
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White papers
Green bonds: A viable asset class?
The global green bond market has been growing rapidly in size and importance in the past five years to meet strong investor demand
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White papers
Artificial Intelligence and Its Potential Impact on the CFA Institute Code of Ethics and Standards of Professional Conduct
Artificial intelligence has the potential to impact the way an organization serves its clients’ needs and interests. CFA Institute members and the wider investment community should consider the impact these technological advances might have on ethics and professionalism.
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White papers
Cashflow-Driven Investing
UK infrastructure debt: its merits for Cashflow Driven Investors
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White papers
Conference calls: a snapshot of investors’ views on the big issues
Attendees at Aviva Investors’ annual institutional investor conference gave their take on some of the key themes impacting pensions schemes, from ESG to asset allocation shifts.
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White papers
Securitisation – Friend Not Foe
AXA Investment Managers explores how securitisation has evolved since the financial crisis, and dispels the negative myths which have lingered for institutional investors
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White papers
Trading: It's a Big Deal
Market Insight - Is MiFID II a gamechanger for asset managers or had the game already changed? It’s pretty clear that the fragmentation of liquidity occurred many years ago and best execution was already a major issue for investment firms long before MiFID II came into force in January 2018.
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White papers
Voice and exit: using engagement as a force for change
Investors often come under pressure to divest from companies. But engagement can be a more effective way to bring about positive change, argues Steve Waygood.
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White papers
Spotlight on: understanding the drivers of illiquidity premia
A detailed look at what drives the illiquidity premium found in alternative assets and what investors need to consider when investing in them.
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White papers
Pursuing Successful Outcomes: With Three Principles of Investing
Investors share these common goals-whether they’re investing on behalf of a family, a university endowment, or a corporate retirement plan. How we help all types of investors reach their goals is the basis of our three principles of investing.
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White papers
ESG in passive: let the buyer beware
Are investors ignoring the small print in their rush to buy funds incorporating environmental, social and governance principles?
