Responsible

APG Pushing the Limits on Factor Investing?

Wouter Klinj of the Investment Innovation Institute (i3) reports, APG – Pushing the Limits of Factor Investing:Dutch pension behemoth APG, which manages about A$680 billion, has been applying a factor-based approach to investing for two decades.But if you suspect they would be a little cynical ab ...

CPPIB Investing in UK's Housing Shortage?

IPE reports, Lendlease and CPPIB team up to invest £1.5bn in UK BTR sector:Lendlease and Canada Pension Plan Investment Board (CPPIB) have partnered to invest an initial £1.5bn (€1.7bn) in the UK build-to-rent (BTR) sector.The partnership will begin with an investment of £450m in the next phas ...

Canada's Offshore Pension Scandal?

Zach Dubinsky and Valérie Ouellet of CBC News report, Millions of Canadians have pension money offshore — without knowing it:Palm-fringed islands, balmy weather, luxury yachts moored in azure waters — offshore tax havens conjure up a wonderland for the well-heeled and their wealth.But a CBC in ...

OTPP's Barbara Zvan on Managing Risk?

This morning I had a chance to speak with Barbara Zvan, Ontario Teachers' Chief Risk & Strategy Officer. You’ll recall I spoke with Barb last month when I covered Canada's new pension hub, but I asked her if we can cover risk management in a separate topic and she graciously accepted to speak wit ...

Norway's Fund Jolts Energy and FX Markets?

Gwladys Fouche of Reuters reports, Norway's $1 trillion wealth fund proposes to drop oil, gas stocks from index:Norway’s trillion-dollar sovereign wealth fund is proposing to drop oil and gas companies from its benchmark index, which would mean cutting its investments in those companies, the dep ...

OPTrust Butts Out For Good?

Last week, OPTrust made an announcement, OPTrust to divest from public market tobacco firms:OPTrust today announced it is divesting from the tobacco industry. By the beginning of 2018, OPTrust will be divested from all equity and fixed income investments in public companies that derive a majority o ...

Entire Ivy League Outpaces Harvard?

Brandon J. Dixon of the Harvard Crimson reports, Entire Ivy League Outpaces Harvard Endowment in Fiscal Year 2017:In a year when most institutional investors rode out robust public markets, Harvard’s 8.1 percent investment return for fiscal year 2017 placed it last among Ivy League endowments.Dar ...

What is ESG, and why should investors care?

Shoppers looking for “healthy food” must contend with a growing number of labels: organic, low-calorie, non-GMO, all-natural and many more. What you choose depends on your personal preferences and goals. Increasingly, investors are finding themselves in a similar situation. Almost 70% of invest ...

Green investing goes online with our new Cleantech option

Now investors don’t have to choose between doing what’s right for the environment and what’s right for their portfolio. Our new Cleantech add-on lets investors focus 5% of their money into PowerShares PZD, an environmentally progressive fund with a track record for performance. Adding Cleant ...

How to start investing (responsibly)

M A K I N G   B A N K There are two things I know I have to get better at as I take a stab at ‘adulting.’ Firstly, I need to take control of my darn finances and invest smarter (duh, that’s why you’re reading this) and secondly, I need to give back to the world. Being a vapid, self-abso ...