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Institutional Investment

Thomas Kuh, Morningstar Indexes

Morningstar Indexes’s Kuh comments on Voice of the Asset Owner survey

Morningstar Indexes has conducted a survey of significant asset owners, with Thomas Kuh, Head of ESG Strategy for Morningstar Indexes, commenting on the investment insights that can be drawn from the findings.  The survey revealed that the ongoing political campaign in the US to ‘cancel’ ESG investment approaches is among the issues on the minds of asset owners. 

SEI announces acquisition of National Pensions Trust and strategic partnership with XPS 

SEI has announced that SEI Investments (Europe) Limited (SIEL), its wholly-owned operating subsidiary in the United Kingdom, has entered into an option agreement to acquire the outstanding equity of XPS Pensions (Nexus) Limited, principal employer and scheme funder of the National Pensions Trust (NPT), from its parent company, XPS Pensions Group PLC (XPS). 

Eduardo Repetto, Avantis

Closing time at the factor zoo

Since William Sharpe devised the single-factor model on which to base stock selection in 1963, factor-based investing has evolved to include more than 400 individual elements which may influence asset pricing.

Bfinance Investor Snap Poll: Inflation, ESG requirements, and regulations contribute to cost management challenges  

A new asset owner survey conducted by the independent global investment consultancy, bfinance, has found that investors across the globe are grappling with cost management challenges amid persistent inflation, heightened ESG requirements and regulatory burdens. The Investors’ Costs and Fees report, dated July 2023, features data from nearly 200 asset owners (including pension funds, insurers, and endowments) in 22 countries.  

bfinance

Managing conflict in funds of funds

Multi-managers are an established feature of the asset management scene having evolved over the last 15 years to become a useful tool in a portfolio diversified not only by asset class but by provider. 

Sustainable funds face further scrutiny

Asset managers hoping to influence the shape of European regulation which governs the marketing and distribution of sustainable funds have until 4 July to make their feelings clear.

GF Securities buys 20 per cent of Value Partners 

Hong Kong-headquartered Value Partners Group has announced what it describes as ‘the strategic investment by GF Holdings (Hong Kong) Corporation Limited (“GF Hong Kong”), a wholly owned subsidiary of GF Securities Co., Ltd. (“GF Securities”) into Value Partners’. 

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