Buy side Archive

May 07, 2021
The week in investor relations: Pay revolt at Rio Tinto, EU clamps down on foreign subsidies and skepticism over climate pledges
– Rio Tinto suffered a shareholder revolt with 61 percent of votes cast against the miner’s executive compensation package at the AGM, reported the BBC. The rebellion follows the destruction of sacred rock in Western Australia last year, which led to several executives, including former  CEO Jean-Sébastien Jacques Jacques, stepping down. ‘The board acknowledges that the executive pay outcomes ...
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Apr 26, 2021
Australian investor group targets boards over climate-related risks
Australian companies are set to come under greater pressure over climate change after a major investor group released new expectations for boards covering disclosure, scenario planning and advocacy. The Australian Council of Superannuation Investors (ACSI), which represents 36 investment firms that together manage around 10 percent of each ASX 200 member, has published a list of requirements for companies that face ‘material climate-related risks’. The mo...
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Apr 20, 2021
European Super League: Amid widespread outcry, investors cheer
The announcement of a new European Super League (ESL) by 12 soccer clubs has been greeted with widespread opposition.  A range of players, coaches, national football associations and even world leaders have voiced opposition, with many complaints saying the plans go against the spirit of open competition and are motivated by greed.  But one group appears to be cheering in support: investors. Two of the founding clubs are quoted on the stock market, and thei...
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Apr 15, 2021
Lifting the lid on the trading behind index rebalances
Index rebalances can have a significant impact on your trading and ownership, but ETF owners are working behind the scenes to prevent their trades from moving the market, explained speakers at the IR Magazine Forum – Canada 2021.  In a session titled ‘ETFs and the evolution of passive investment’, experts lifted the lid on how different investors approach index changes and discussed ways IR teams can pr...
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Apr 14, 2021
US financial services firms lead UK in alternative data integration, study finds
Nearly eight out of 10 financial services firms in the US (77 percent) find it easy to integrate alternative data into their decision-making processes, compared with 49 percent of UK-based firms, according to research from Bright Data. Around three quarters (74 percent) of hedge funds have integrated alternative data into their processes, compared with 72 percent of insurance companies and 57 percent of banks, the study finds. Of the firms that use alternativ...
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Mar 23, 2021
Buy-side interview: Durable franchises – Electronic Arts, Dollar General and Becton Dickinson
Fleur Wright is a former Sydney-based sell-sider for UBS. She moved to the buy side in 2018, joining international boutique fund manager Northcape Capital, which has more than A$12 bn ($9.2 bn) in funds under management. Wright is part of the investment team on the Global Equities Fund, a concentrated fund of typically 20-40 stocks. Here she talks to IR Magazine about her approach and some of the stocks she’s excited about. Have you seen an increa...
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Mar 19, 2021
Inflation and bond market ‘tantrum’ bigger risks than Covid-19, say investors
Inflation and the bond market are now seen as bigger risks to portfolios than the Covid-19 outbreak, according to the March survey of fund managers by Bank of America’s (BofA) global research team.  The research, which polled 197 individuals who manage around $600 bn in assets, finds higher-than-expected inflation is now considered the main tail risk, followed by a ‘tantrum in the bond market’. Disruption to the Covid-19 vaccine rollout is viewed as the thir...
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Mar 08, 2021
International Women’s Day: New studies underline work still to do to improve gender diversity in business and finance
In the run-up to International Women’s Day, various organizations conducted new research looking at the role of women in business and finance. As the studies show, there is still plenty of work to do to improve gender diversity within companies and financial markets. There is also recognition, however, of the progress made on gender diversity and the key role diverse workforces play in successful companies. Below, we round up some of the findings. ‘Daves...
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Mar 08, 2021
More than half of top 50 asset managers developing internal ESG ratings
The world’s biggest asset managers are ‘increasingly looking to develop their own proprietary ESG ratings and tools to lessen their dependence on ratings firms’, according to new research from SquareWell Partners. The firm’s annual study of the 50 largest asset managers globally – which this year have close to $60 tn in assets under management – looks at how these managers are approa...
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