SII Sustainable Investment Intelligence
Sustainable investment analysis & expertise. The ESG Report specialises in sustainable investment for institutions & other professional investors. The publication includes an Environmental Investment Monitor which focuses on allocations by institutional investors to the main sustainable investment sectors as well as the funds covering those areas.
There are both individual & group corporate subscription rates. Please contact Tamara Sims for details.
Sustainable Investment Intelligence
The ESG Report is being re-named as Sustainable Investment Intelligence (SII), to focus entirely on sustainable investing. SII includes proprietary data on investor allocations to the environmental sectors with analysis on the pros and cons of investing in each of them.
How pension funds allocate
Analysis of how pension funds allocate to the environmental sectors. Some go directly, especially into renewables, whilst many allocate via third party funds. A review of pension fund allocation trends across the environmental sectors.
Renewable investment problems
There were no bidders at all in the UK’s recent offshore windfarm auction. It was a public example of the problems that are mounting in this sector. Nonetheless, institutional investors are still piling into renewables, including windfarms.
The Tracker
ManCo intelligence & changes to European fund structures. The Tracker specialises in the impact of regulatory change & Brexit on the European fund industry. It is the only publication that regularly covers ManCo development across the EU fund centres.
There are both individual & group corporate subscription rates. Please contact Tamara Sims for details.
Sustainable sector investing
Investment into the main sustainable sectors is growing rapidly. Allocating to these sustainable sectors avoids the ESG baggage, which is becoming problematic. Sustainable sector investing could develop into its own asset class.
Growing macro risk
Macro risks are growing. Are those with fund risk oversight responsibilities at ManCos and fund boards ready for what may well be dramatic period in the markets this autumn? The Tracker looks at macro issues that could destabilise markets.
Fund Structuring Tracker
The Tracker is launching a service to monitor developments in the use of European fund structures by US managers. It also monitors changes in domiciliation selection and distribution arrangements by US managers, as well as use of ManCos.
FSI
Advice & intelligence for US managers going offshore or coming to Europe. FSI is for US managers & their advisors looking for independent intelligence on fund structuring matters when expanding overseas.
There are both individual & group corporate subscription rates. Please contact Tamara Sims for details.
Strong growth in environmental investment
Analysis of how pension funds allocate to the environmental sectors. Some go directly, especially into renewables, whilst many allocate via third party funds. A review of pension fund allocation trends across the environmental sectors.
Time to move on from ESG
The ESG movement has come in for a lot of criticism recently. The days of combining it’s these pillars (E,S & G) must be coming to an end. Environmental investing doesn’t need to be associated with the social and governance goals of the ESG movement.
Emerging assets fund governance
The fast-growing emerging asset classes lack independent governance and risk oversight structures. They are needed for when things go wrong, such as in some sustainable sectors where frauds have occurred. What can be done?
Macro Weekly
Macro-economic & geopolitical analysis for the investment industry. IFI Global’s Macro Weekly focuses on the impact of macro-economic & geopolitical events on the fund industry & its investors.
There are both individual & group corporate subscription rates. Please contact Tamara Sims for details.
A big shock for global markets from Japan
The Bank of Japan said that it is going to loosen its yield curve control (YCC) policy, without giving markets any prior indication that it was going to do this.
A good year so far for crypto
2023 is turning out to be a much better year for crypto currencies, after many well documented disasters in 2022 .
More disappointment from Germany
The IMF warned last week that Germany will be the worst-performing major economy in the world this year as its manufacturing sector remains under pressure .
The NED
The only publication devoted to fund & risk governance. The NED focuses on governance for investors as well as for those who serve on fund boards & asset managers. It covers director selection issues in detail as well as the governance challenges in emerging asset classes like digital and the sustainable investment sectors. View our Director Database.
There are both individual & group corporate subscription rates. Please contact Tamara Sims for details.
SEC rules: what about offshore?
An important but so far neglected aspect of the SEC’s private fund advisor reforms is their extra-territoriality. The SEC’s reforms have huge implications for fund directors in Cayman and elsewhere.
Emerging assets fund governance
The fast-growing emerging asset classes lack independent governance and risk oversight structures. They are needed for when things go wrong, such as in some sustainable sectors where frauds have occurred. What can be done?
Plain sailing ahead?
Market meltdowns often occur in the autumn. Is that a possibility this year? The importance of scenario analysis in risk oversight as well as a look at how well-prepared fund boards are for market chaos and a possible liquidity crisis in the months ahead.