All Portfolio Management articles – Page 7
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VideoNB Votes: Kei Okamura on Amada Co. Ltd.
Neuberger Berman expects company management to allocate capital to maximize long-term risk adjusted shareholder value. Learn more from Portfolio Manager, Kei Okamura, about our views on Amada at NB Votes.
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White papersSaving the world doesn’t have to cost the Earth: ESG positioning for new builds, as well as existing assets
Sustainable returns are well within reach. But we must act with haste by not only looking at new builds, but also at the possibilities that existing assets hold for ESG repositioning, as it will prove very difficult to manage a real estate portfolio on failing foundations.
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White papersHow institutional investors can make a social impact in portfolios
The momentum around net zero investing has helped focus the minds of institutional investors on ways to tackle climate change and how to respond to the changing policy landscape. This has led to fundamental change in how pension funds and insurers view their portfolios over the longer term – leading to the steady integration of environmental risks and opportunities.
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White papersQ&A: Investing amid geopolitical uncertainty
Russia’s invasion of Ukraine has intensified focus on geopolitical risks. However, investing amid geopolitical uncertainty is not new. Seasoned portfolio managers Kirstie Spence and Victor Kohn discuss how they approach geopolitical risk in emerging markets.
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White papersMulti-Period Portfolio Optimization and Application to Portfolio Decarbonization
In this article, we consider a multi-period portfolio optimization problem, which is an extension of the single-period mean-variance model. We discuss several formulations of the objective function, constraints and coupling relationships.
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White papersShifts & Narratives #16 - Investing in a fragmented world
Over the past three years – well before the Covid-19 crisis – we have been arguing for a macro-financial regime shift, initially driven by the retreat of global trade as the main driver of global growth. The Covid-19 crisis has acted as a trend accelerator due to its de-globalisation footprint and implied supply-chain bottlenecks. Many growth engines have been re-shored, while the unified central bank model has ended.
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White papersCarbon Handprints: A New Approach to Climate-Focused Equity Investing
How can investors gain confidence that an equity portfolio is invested in companies that are really helping to address climate risk? Focus on a company’s carbon handprint, which measures the positive impact, or carbon avoided, by using its products.
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White papersThe shift from Carbon Emissions to Net Zero Carbon metrics on Portfolio Construction
Climate risk is the biggest challenge humanity has to face in the 21st century, affecting both the biosphere and the economic paradigm that currently underpins it. The latest reports released by the Intergovernmental Panel on Climate Change (IPCC) and the International Energy Agency (IEA) emphasize the urgency to act quickly.
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VideoThe Meeting Room Webcast: Asia ex-Japan, February 2022
Hear from Jonathan Pines, and Sandy Pei, CFA, Deputy Portfolio Manager, Asia ex-Japan, as they reflect on recent performance and discuss the outlook for the region from both a market and portfolio positioning perspective.
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White papersAdjusting to the New Paradigm
Many investors could be lacking sufficient inflation exposure after experiencing such a long period of stable prices. Moreover, such a major economic inflection, combined with such fragile markets, is likely to be characterized by the kind of heightened market volatility we have already seen this year.
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White papersLondon: The ultimate city of the future
The rise of the knowledge economy has energised cities which have reinvented themselves as global knowledge capitals, of which London is a prime example.
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Asset Manager News
Barings Expands Italian Portfolio With Logistics Acquisition In Veneto Region
Barings, one of the world’s largest diversified real estate investment managers, announces the acquisition of a portfolio of six logistics assets comprising c. 95,000 square meters. This acquisition also includes the forward funding of two pre-let developments, in Veneto region, North East of Italy, on behalf of one of its managed accounts.
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Asset Manager News
Swiss Life Asset Managers wins IAZI Award for “Best Swiss German Properties
Swiss Life Asset Managers won the IAZI Real Estate Investment Award for the fourth consecutive year. The asset manager was distinguished this year as the best real estate portfolio manager for third-party clients in the “Best Swiss German Properties” category.
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White papersInside Real Estate: REITs provide stable growth late in the cycle
On the ground real estate fundamentals are supportive of a steady, balanced growth outlook for REIT earnings on average. Growth across sectors, countries, or companies can be quite divergent of course.
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Asset Manager NewsGenerali Real Estate acquires large scale portfolio in France from Monoprix
Generali Real Estate S.p.A. has completed, on behalf of two Generali Group entities, the acquisition of a portfolio of 53 assets operated by Monoprix, a French leading high street retailer, for approximately €600 million.
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Asset Manager NewsUBS Asset Management surpasses fundraising target for its second European infrastructure debt fund with over EUR 850 million
Archmore Infrastructure Debt Platform II remains open to investors until year-end
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White papersWhy REITs Now
As investors monitor the current market cycle, many are taking a closer look at how they can best structure their real estate portfolio allocation.
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White papersConnecting the dots to financial performance
A recent partnership between Principal Real Estate Investors and the U.S. Department of Energy (DOE) helps lay the groundwork for the industry’s long-term understanding of the link between sustainability, improved financial performance, and value.
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Asset Manager NewsPATRIZIA acquires portfolio for Pan-European logistics real estate fund
PATRIZIA Immobilien AG continues to expand its business with logistics real estate.
