Climate Transition Credit Strategy

Wells Fargo Asset Management Launches Climate Transition Credit Strategy

Wells Fargo Asset Management (WFAM) today announced the launch of its Climate Transition Global Investment Grade Credit to help investors simultaneously achieve their climate and financial… Read more

Choosing Investment Managers and Monitoring their Progress

Amit Goyal (University of Lausanne and Swiss Finance Institute), Sunil Wahal (Arizona State University) and M. Deniz Yavuz (Purdue University) provided valuable insights in pre-hiring returns, pre-existing personal connections between decision makers (published

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New Searches in Equity and Bond Asset Classes > EUR 1 billion

A number of new Search Requests were issued this week to asset managers defined by investors. Notification messages were sent to all asset managers invited. Total RFP volume > EUR 1 billion.

For further details please log in or request an account.

Infrastructure Debt Emerging Markets – USD 150 million

New Search Request issued by an institutional investor based in Germany, USD 150 million, global focus, USD or EUR currency, senior secured issues.

For further details please log in or request an account.

Best Practice in Asset Manager Search & Selection

Asset manager & fund selection is a critical step in implementing any investment program or strategy. The investment policy statement and the investment objectives have important implications for asset manager & fund selection.

The process of hiring

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investESG.eu – QNG Workshop – Banken-Symposium Wachau – BSW on 1 July 2021

We are pleased to host a workshop at the upcoming Banken-Symposium Wachau – BSW on 1 July, 2021.

This year’s symposium will focus on “Green Banking”. Albert Reiter, CFA, CEO investESG.eu & investRFP.com and Roland Kölsch, Managing… Read more

Swiss Equities Active – CHF 200 million

New Search Request issued by an institutional investor, CHF 200 million, Benchmark: SPI Index, Currency: Swiss Franc (CHF), unhedged; Specific level of expected outperformance (alpha) over a 3y rolling horizon.

For further details please log in or request Read more

A push for the inflation agenda

Since last year, the market has been absorbed into the reflation theme. This has pushed inflation breakevens to their highest levels in 5 years. Are those higher inflation breakevens justified and will a new environment where inflation plays a bigger role change… Read more

European Loans: An attractive investment proposition

Governments and Central Banks continue to implement loose monetary policy and expansionary fiscal stimulus in response to the Covid-19 pandemic, inflationary pressure is rising within global markets. Consequently, treasury yield curves have steepened and… Read more

Portfolio Management: Investment Manager Selection

Jeffrey C. Heisler, PdD, CFA and Donald W. Lindsay, CFA

CFA Institute provides a series of readings directly from the CFA® Program curriculum (available for members).

Refresher Reading – 2021 CFA Program – Level III – Reading . 33