Share |

director

Impact investing: How a fund of funds approach can help address challenges in private markets

October 26, 2022

Minimising the negative societal consequences of an investment is no longer just a ‘Nice to have’. Investors today are increasingly prioritising positive and measurable environmental, governance or social outcomes alongside financial gains, says Russell Investments’ Samantha Steele.

Private equity markets have seen a surge of interest in impact investing in recent years. In a recent survey by Pitchbook, 65% of respondents managing external money said that they had offered impact strategies to their clients, up from 57% in 2021. However, challenges around transparency, reporting and access to opportunities are common. Here’s how a fund of funds approach can help.

The Russell Investments ESG Manager Survey 2021: The red flag is raised on climate risk

November 25, 2021

Our annual ESG manager survey of active managers assesses the integration of ESG considerations in investment processes among equity, fixed income and private market managers and spotlights firmwide policies, use of data, engagement and integration.

Climate risk takes front and centre stage

Emerging stronger as a successor: Eight organising principles for successor development

November 16, 2021

This is the final article in the planned series of four, in preparation for the 18th Campden Wealth European Families in Business Forum in Berlin, Germany on 30-31 March, 2022. My prior articles—written for successors—addressed in turn the issue of successor value and the support successor's need to put in place to smooth succession over time.

Investing in big oil: Going ‘beyond petroleum’

October 27, 2021

The energy sector has fallen from 16% of the S&P 500 just 13 years ago, to below 3% as of today, as our chart shows. If you looked back to the early 1980s you would have seen it was more than 20%.

The energy sector has fallen from 16% of the S&P 500 just 13 years ago, to below 3% as of today, as our chart shows. If you looked back to the early 1980s you would have seen it was more than 20%.

If you add up all of the listed oil majors (BP, Royal Dutch Shell, ExxonMobil, Chevron etc) you get a market cap less than 40% of Apple’s $2.5 trillion (1). It looks decidedly like a one way track, reflecting an irreversible change to investor sentiment, indicative of a future no longer powered by fossil fuels.

FB Roundup: Oppenheimer Generations, Fortescue Metals Group, The Ford Foundation

October 25, 2021

Oppenheimer family drives Asian investments with new Singapore family office, Mining magnate Andrew Forrest pushes green hydrogen, Ford Foundation to divest millions from fossil fuels.

Oppenheimer family drives Asian investments with new Singapore family office

The Oppenheimer family, heirs to the DeBeers diamond fortune, is the latest family enterprise to extend its family office into Singapore.

Keeping it in the family: Why proactive succession is on the rise

October 21, 2021

For fans of the hit HBO TV show Succession, the process of proactively handing over a family run business to the next generation probably looks anything but straightforward.

For fans of the hit HBO TV show Succession, the process of proactively handing over a family run business to the next generation probably looks anything but straightforward.

Warring siblings, hidden secrets and ulterior motives make for great television, but an undoubtedly difficult situation for fictional media tycoon Logan Roy, played by Brian Cox, to deal with.

Emerging stronger as a successor: Gain wisdom from your family, family business and trusted advisers

October 20, 2021

At a family business conference, several years ago, I had the good fortune to hear speak the senior family member and then president of the fourth generation Italian fashion house, Ermenegildo Zegna. In reply to a question on where he spent his time, he identified three areas of personal priority.

Navigating the family business success(ion) maze

August 17, 2021

Artificial intelligence, the ESG avalanche, increased global mobility and a virus that has turned lives upside down and shifted behaviour and one thing is clear: the world is not the same as it was some years ago and trying to plan for a transition in today’s environment is challenging at best.

Molly Heaney of JM Huber on family business values, communication and sustainability

August 12, 2021

Molly Heaney, a fifth-generation director of JM Huber, one of the largest privately-owned businesses in the United States, says her family’s set of guiding principles remain the corporation’s “North Star” in its accelerating pace of investments.

Huber is a portfolio management company and a global leader in hydrocolloids, specialty chemicals and minerals and engineered woods, supplying industries such as agrochemicals, beverages, household products, oral care, paper, energy, plastics and construction.

The mental wellbeing of next generation entrepreneurs

August 11, 2021

There has been a growing focus on mental health and work—but this has been restricted to startups and mental health in the workplace. We have conversations about employee wellbeing, but not about the health of the leader of the enterprise, or the next generation entrepreneur.

This is an important question to explore because it affects not only individual wellbeing, but also could affect the way business is conducted and may cascade down to employees.