The 2019-2020 Responsible Investing Engagement Report chronicles Nuveen's active-ownership initiatives and the outcomes achieved over the past year.
To say 2020 was a strong year for sustainable investing would be an understatement. Not only were there prodigious fl ows into sustainable strategies, such as ESG (environmental, social and governance) funds, sustainable strategies outperformed non-sustainable strategies during the market turmoil – providing validation that incorporating ESG data and analytics can help manage both portfolio risk and returns.
Antony Marsden, Head of Governance and Responsible Investment, explores key themes related to Environmental, Social and Governance (ESG) investing in 2021, including why a rethink on ratings is necessary to align expectations with reality.
At Morningstar Investment Management, our asset allocation approach has drawn on our research spanning five decades. Some lessons have stood the test of time and continue to inform our thinking today. We unpack five key lessons that we believe are vital to be a great asset allocator today.
Research shows that investors need to not only be active to outperform; they need to be patient. President and Global CIO Daniel Needham discusses why we believe the changing nature of active management is an opportunity and an advantage--and how to help investors understand the inherent benefits of staying the course.
A bond ladder, or a portfolio of individual bonds whose maturity dates are staggered over a set number of years, is designed to provide a predictable income stream while minimizing exposure to interest-rate fluctuations. We explore why an investor might consider holding a bond ladder, risks, and our expectations for the current rate environment.
Head of Exchange-Traded Products Nick Cherney discusses the driving forces behind the growth of the exchange-traded fund (ETF) industry and why active ETFs are capturing a larger share of the overall market.
Reflecting on the last quarter of 2020 and looking ahead to the opportunities in the world of sustainability.
The way investors conduct engagement has transformed. From a niche approach largely confined to mission-orientated investors, engagement is now a mainstream investor activity. The success of the Climate Action 100+ initiative in bringing together investors, representing close to US$40 trillion in assets, shows how far we have come.
Public trust in the pharmaceutical industry has eroded. The pandemic provides drug-makers a chance to begin re-building their reputation – but only if they prioritise socially responsible practices.