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environmental

Accessing emerging transition opportunities in private markets

November 10, 2020

In the midst of a coronavirus pandemic, investors have been exposed to the reality that the global economy can be brought to a halt by a large-scale unpredicted event. A comparison can be drawn with climate change, now widely recognised as a large systemic risk that will affect the global economy, and one which may affect investment portfolios in ways we can’t yet fully imagine or predict.

Private markets—an opportunity to support the transition to a low-carbon and climate resilient world, whilst providing financial rewards

Future portfolio success will be built on impact

October 13, 2020

The volatility throughout this global pandemic has served as a blunt reminder of the vulnerability of our financial system to global shocks. Having spent 35 years in the private equity space, I have witnessed numerous economic cycles, but this downturn appears to be unique.

As we move further along the dreaded “second wave”, the main issue paralysing the finance sector is uncertainty. Concern over when consumer and investor confidence will return is widespread—and unfortunately, there is no immediate end in sight.

Why impact investors don’t have to sacrifice financial returns

October 12, 2020

Families and private investors say long-term impact investing delivers social and environmental outcomes while growing capital and managing risks in an era of global disruption.

Families and private investors say long-term impact investing delivers social and environmental outcomes while growing capital and managing risks in an era of global disruption.

More than 300 respondents with an estimated accumulated net worth of $264 billion from 41 countries surveyed by Campden Wealth reported an average return on impact investments of 9% in 2019, compared to 12% for traditional investments.

Is Impact the new black?

September 22, 2020

Impact investing is an investment strategy which has grown dramatically since its infancy. Its objective is to make a positive difference and target progress on environmental, social and governance (ESG) matters. Whilst still in the initial stages of development, impact investing continues to grow and mature.

Here Samantha Steele outlines what impact investing is and how Russell Investments is seeing increased momentum around its incorporation into private market investment plans.

What is impact investing? Why now?

The geopolitical implications of a changing climate

May 7, 2020

The valuation of financial assets is based on expectations of future returns—but what if the next half century is vastly different from the previous one? Environmental changes are affecting companies and countries in a number of ways. Investors need to understand the key environmental trends and grapple with the implications for geopolitics and markets.

Will the coronavirus crisis make or break impact investing?

April 27, 2020

The ethos of impact investing for positive change seems tailor-made to tackle the devastating repercussions of the coronavirus crisis as states buckle and a recession looms, but cometh the hour, cometh the family impact investor?

The $502 billion impact space is where investments are made with the aim of generating measurable environmental or social impacts while giving a competitive financial return. The strategy has been increasingly attractive to families of sustainable wealth since the Rockefeller Foundation first coined the term in 2008.

Amundi on value creation, asset market outlook and ESG investing

February 7, 2020

Amundi SA's alternative and real assets business launched in 2016 with the ambition to integrate all its unlisted assets expertise in real estate, private debt, private equity and infrastructure. This was in response to growing investor demand for such asset classes, through which it is possible to capture an illiquidity premium and diversify portfolios. Since then, funds under management have doubled to €54 billion ($58 billion)—hitting the target the firm set itself when it launched the platform.

Opportunities and pitfalls: The Ruffer guide to family investments in 2020

January 27, 2020

How should global business families of wealth navigate the choppy investment waters in the year ahead? Is a global economic recession looming and what does that mean for family investors? Emma Rutter, investment director at Ruffer LLP, urges diversification in portfolios, says environmental, social and governance (ESG) criteria should be a prism to view all investments through and explains why “liquidity will be king”.

Where does Ruffer see investment opportunities in 2020?

Good money

June 29, 2011

Can you be good and still make a lot of money? In the year 2000 the $239 billion California Public Employees’ Retirement System (CalPERS), the biggest pension fund in the US, dumped its investments in China, Colombia and the Philippines because of their poor democratic records, as well as pulling money out of the tobacco industry.

High-flying families turn to private jets

September 1, 2007

For many, private jets are seen as the epitome of wealth and luxury – the ultimate status symbol. They are speedy, flexible, convenient and, with so many varieties of design and price, everyone can can experience their dream jet. David Nicholson finds out more …

David Nicholson is a freelance journalist based in the UK.