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Investment

UK pensions to factor in climate change risk

JAMIE WILLIAMSON  |  FRIDAY, 4 SEP 2020
UK pension funds may soon be required by law to report on the risks climate change could have on their members' investments, becoming the first major economy to do so.

Instos dial up alternatives allocations

KARREN VERGARA  |  FRIDAY, 4 SEP 2020
Most institutional investors are seeking alternative investments to safeguard against COVID-19 volatility.

Sustainable ETF demand skyrockets

KARREN VERGARA  |  FRIDAY, 4 SEP 2020
The growth in sustainable index funds shows no sign of abating as assets under management double to US$250 billion in just three years.

Australia most active region in Q2: Research

ALLY SELBY  |  FRIDAY, 4 SEP 2020
New research has revealed that Australians were the most active institutional investment community within the Asia Pacific region in the second quarter of the year, with interest directed to long-only Australian equity strategies.

WAM makes LIC takeover bid

ANNABELLE DICKSON  |  FRIDAY, 4 SEP 2020
Wilson Asset Management has made an off-market takeover bid for geared listed investment company Concentrated Leaders Fund (CLF) as a result of its ongoing poor performance and management woes.

LIC seeks conversion to ETF

KANIKA SOOD  |  THURSDAY, 3 SEP 2020
In a rare move, a listed investment company is looking to convert to an ETF in an attempt to close discount for investors.

Future Fund risk aversion not at historic levels

KANIKA SOOD  |  THURSDAY, 3 SEP 2020
The sovereign wealth fund yesterday warned about investing cautiously in a COVID world, but a look at its historic risk taking shows it has been more risk averse before.

Vanguard fund drops "cash plus" name

KANIKA SOOD  |  THURSDAY, 3 SEP 2020
Vanguard has joined the growing line of fund managers snipping the "cash plus" tag from their short-term fixed income funds, as ASIC sharpens focus on managed funds advertising.

Morningstar upgrades four, downgrades 10

ALLY SELBY  |  THURSDAY, 3 SEP 2020
Following a qualitative review of 69 Australian fixed-interest strategies, ratings house Morningstar has made 15 changes; including upgrades, downgrades, and dropping its coverage of one strategy.

Lack of transparency in ESG funds criticised

ELIZABETH MCARTHUR  |  THURSDAY, 3 SEP 2020
Research house Lonsec has criticised ESG fund managers for confusing ESG scores and a lack of transparency.