Three investment strategies (positive screening, best-in-class and causebased investing) were unusually associated with the primary name Responsible Investment. A strong preference for the name Ethical Investment was noted in the United Kingdom, and contrasted starkly with an a...
The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his o...
The expectation of future distributions is shaping these pension managers’ pacing strategies, as they have to strategize how much to allocate into private assets like private equity and private credit. Approximately 90% of respondents said their views on distributions are impacting their pacing st...
ESMA has introduced a new category for “transition”-related terms relative to ESMA’s original proposal and appears to reflect the EU’s regard for the importance of promoting of investment strategies that facilitate the path to transition towards a gr...
Gladstone Group is a holding company that has a model unique serving the global financial services space. It is comprised of a specialized retainer-based search firm, D.A. Kreuter Associates, and boutique investment bank Gladstone Associates, which provides comprehensive M&A advisory to lower mid-...
In addition, the rule would curtail adoption of names that suggest ESG investment strategies by ESG “integration funds.” Rule 35d-1 generally requires that a fund invest 80% of its assets in the investments suggested by its name, and the Proposed Names Rule would impose a firm 30-day ...
BNP Paribas Investment Partners in Parisand Pierre MoulinBNP Paribas Investment Partners in ParisThe Journal of Portfolio ManagementDe Carvalho, R.L., X. Lu, and P. Moulin (2012) "Demystifying Equity Risk-Based Strategies: A Simple ... RLD Carvalho,X Lu,AP Moulin - 《Journal of Portfolio ...
Band joined Partners Capital in 2013. Most recently, he served as head of public equities where he covered long-only and long-short strategies and manager relationships. He has been responsible for several innovations in the public equities program, including a push into sector specialists across ...
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3 According to the rule, a fund that has the word energy in its name should invest at least 80% of its assets in energy-related investments. But just how important are fund names? Experts suggest that mutual fund names often provide investors with a window into their investment strategies...