Upcoming events
Roundtable: Operational Excellence, August 27th at Nimb Hotel, Copenhagen
Roundtable: Private Assets, September 4th at Nimb Hotel, Copenhagen
Roundtable: Private Assets, October *, Helsinki
Roundtable: Private Assets, October *, Stockholm
Panel discussion: Energy Transition, November*, Stockholm
LATEST ARTICLES
SBTI, Transition for High Emitters and Active Engagement
Gjermund Grimsby, Chief Advisor on Climate Change at Norway’s largest private pension fund, KLP, spoke to us about the goal to reach net zero through proactive collaboration and a focus on transition.......
How targeting the size, value, and profitability premiums can improve retirement outcomes
A core equity portfolio focused on the premiums can go beyond a market index and help retirement investors achieve better outcomes, says Dimensional´s Mathieu Pellerin.....
Credit engagement, Impact and Data Harmonisation
Outi Kalpio, Director of Portfolio Management and ESG at LocalTapiola, details how ESG is both a part of risk management and a driver of long-term equity and fixed income returns......
Active geographic and factor tilts – Veritas equity allocations
We caught up with Tapio Koivu of Veritas´Pension Insurance Company to discuss the firms equity strategies and how they build portfolios in line with long-term outlooks........
Streamlining portfolios, exclusions and engagement
PBU´s Head of ESG, Rasmus Juhl Pedersen, talks to us about the firms sustainability priorities as well as simplifying processes and directing resources where real impact can be made....
Triple targets for climate transition – Skandia’s developing ESG policies
Anita Lindberg heads ESG across all of Skandia´s entities, which share resources, processes, philosophy and criteria for sustainability. She spoke to us about Skandia´s goals and the challenges of foreseeing the outcome of climate agendas of countries and companies.....
Paris alignment, and green impact in private markets
Anders Lyngaa Kristoffersen, Head of Impact Investments at The Velux Foundation, talked to us a bout the funds proprietary sustainability framework and how they are focusing priorities to create real world impact.....
Measuring the costs of index reconstitution: a global perspective
The appeal of low expense ratios and broad diversification has contributed to the growth of index funds. Yet those appealing qualities can come at a cost. Index funds primarily seek to match the performance of an index but research across US and international indices shows that index-tracking funds may incur trading costs tied to reconstitution that hurt returns......
Grappling with data, reporting and regulatory changes and challenges
Norwegian investment consultant Grieg Investor’s Head of Sustainable Finance, Lars Erik Mangset, talks to us about the challenges of formulating investment strategy, setting guidelines for sustainable investing, management of sustainability risk, as well as sustainability analysis & reporting....
Why a fund approach to investing in tech stocks can be better than individual stock picking
Actively managed solutions can offer distinct advantages over individual stock picking, particularly in navigating the complexities and volatilities of the tech market. Janus Henderson’s Global Technology Leaders Team discuss why technology investing benefits from active management....
More ambitious targets for climate, decarbonization, exclusions and engagement
We caught up with OP Asset Management´s Head of ESG, Annika Esono Manninen, to talk about the firms evolving sustainability priorities and how true active ownership is key to making impact.....
Index funds may be more active than you think
Numerous active decisions go into the design and management of indices. Index fund investors should evaluate whether such decisions align with their objectives......
Climate benchmarks, expanded exclusions, and impact
PenSam's Head of ESG, Mikael Bek, talks to us about the Danish pension funds balance between exclusions and engagement as well as how the firm adapts to new regulations and an ever changing landscape....
Double materiality, dynamism, and data harmonization hopes
We sat down with Danske Bank Asset Management´s Head of Frameworks & Governance, Stine Lehmann Schack, to talk about the firms sustainability policies and priorities....
Is “sustainable investing” bureaucracy helpful?
Skagen Fondene´s Head of ESG, Sondre Myge, gives his perspective on window dressing, counterproductive practices and how Skagen are refocusing on real economy outcomes and transition....
Andra AP-fondens (AP2) sustainability policies – Paris-alignment and impact-tracking
Åsa Mossberg, Head of Sustainability & Communications, talks to us about the Swedish buffer funds priorities and methodologies in making portfolios align with sustainability goals......
A global perspective on transition, engagement and emerging markets
We spoke to Fredric Nyström, Head of Sustainability and Active Ownership at Trejde AP-fonden (AP3), about the fund´s sustainable investment policy and how it clarifies their focus on the biggest risks and influence on society.....
Certain uncertainty
In his annual outlook, Piers Hillier, CIO of RLAM, delves into the potential developments for the year ahead, from the persistent challenges of inflation and market volatility to the transformative impact of artificial intelligence and the political shifts in the US and Europe.....
Prime opportunities within direct lending
Within the direct lending universe M&G Investments believes the most attractive opportunities lie within the more conservative end of the mid-market. We explore why this is likely to be the case and how conditions within the asset class have changed....
LocalTapiola’s Private Markets Allocations
Local Tapiola´s Director of Private Equity & Private Debt, Tero Pesonen, talks to us about tactical allocations and how a broader mandate, with more flexibility, allows for a wider collection of return drivers and better diversification......
Pure Play Bank Risk Sharing and Regulatory Capital
Whitecroft argue that bank risk sharing (also known as SRT) could deliver returns as good or even better than high yield or leveraged loans, but with a portfolio of mainly investment grade assets. The market is booming but deal selection is key....
Private credit: Europe vs the US
Investors’ appetite for private credit shows no signs of abating, with estimates suggesting it will double in value over the next five years. But within the asset class, choices need to be made. With Europe and the US dominating almost 90% of the market, what are the key differences between these regions and where should investors set their focus?
Small caps riding the AI wave
The rapidly spreading use of artificial intelligence is even further and more dramatically intensifying the demand for powerful semiconductor chips. But how does the increased use of artificial intelligence impact the semiconductor sector and what risks and opportunities does it provide to small-cap companies in particular?
Quant factors, discretionary analysis and carbon measurement for danish mortgages
Jyske Bank’s independent asset manager, Jyske Capital, is the first manager we have seen applying quantitative style factors as part of its process for selecting Danish mortgage bonds. It is also unleveraged. Allan Willy Larsen, Head of Mortgage Bonds, talks to us about the strategy which has outperformed it´s benchmark over the last decade.......
AP3 Revisits Emerging Market Equities
Jonas Thulin, recently appointed CIO of the third Swedish buffer fund, talks to us about re-entering emerging markets and the importance of letting tactical work complement strategic allocations to drive returns.... ........
DCAP Select launch: a barbell of AI venture capital and liquid strategies
How can investors combine exposure to cutting edge venture capital investing, with daily liquidity? A new hybrid vehicle, combining a fund of funds with direct investments into private companies, could be a solution......
Growing investment opportunities amid bank deleveraging trend
As banks double-down on capital relief and balance sheet optimisation, this is creating an attractive and unique entry point for investors to gain exposure to the core, yet ‘harder-to-access’, parts of bank balance sheets and earn potentially attractive risk-adjusted returns.....
Gaining exposure to surging military spending
With Finland and Sweden joining Nato, continued war in the Ukraine and tensions in the middle east, weapons are in high demand. While they are a controversial topic, investors are carefully evaluating obvious ESG concerns as they consider the defence sector and how to access it.....