Search

In the fight against cybercriminals, institutional investors and other financial organizations are managing cybersecurity just as seriously as any other type of business risk, with standards that can accommodate the [...]

INTRODUCTION Reliable and actionable information is a hallmark feature of a well-functioning marketplace. (1) When one exchanges their money for a good, service, or investment, they ought to know what [...], Environmental, social, and governance ("ESG") funds enable earnest investors to align their money with their values. Some believe that ESG funds can promote a more sustainable and just economy by encouraging companies to adopt better practices and by divesting from those that do not. Others expect that funds with limited carbon exposure will outperform as climate change imposes regulatory and financial risks on carbon-intensive industries. Research suggests that younger investors overwhelmingly support the idea behind ESG investing; one-third even report a willingness to forgo 10 percent or more of their retirement savings to protect the environment. Unfortunately, ESG products also stoke cynicism. While some funds may live up to their name, others may co-opt trendy labels as a marketing ploy to charge higher fees--a tactic now commonly referred to as "greenwashing." In addition to misleading investors, greenwashing has the power to erode faith in the ESG movement. Legitimate offerings can quickly become contaminated by those seeking to make a quick buck. To address this harm, in May 2022, the Securities and Exchange Commission ("SEC") set forth two proposals to enhance transparency in registered funds using ESG-like branding: an enhanced disclosure rule and an amendment to the "Names Rule." The latter proposal, adopted in September 2023, requires ESG funds to invest 80 percent of their assets "in accordance with the investment focus that the fund's name suggests." This Note takes the position that the Names Rule amendment furthers the SEC's mission of investor protection but requires additional guardrails to adapt adequately to the complexities of ESG funds.

While some of Canada's largest pension funds are at the forefront of how to leverage responsible investment mandates and attempt to enact change through leadership in global organizations, the shortcomings [...]

Zug, Switzerland, October 31st, 2024, Chainwire (https://chorus.one/) Chorus One, a leading provider of staking infrastructure for over 60 networks, today announced the launch of TON Pool, a new staking solution [...]

In a post published on Friday, Binance Thailand CEO Nirun Fuwattananukul said that Thailand's (https://www.bangkokpost.com/business/general/2890003/the-next-phase-of-digital-asset-growth-in-thailand) digital assets market is transitioning from retail to institutional investors. The shift is part of [...]

TLDR: Ethereum's price struggling to maintain $2,500 level with increasing bearish sentiment ETH underperforming compared to Bitcoin and Solana, with ETHSOL ratio at all-time high Institutional investors showing stronger preference [...]

As election day draws near, 400 Wall Street money managers identified their top concerns. National debt, economic growth, and immigration reform are big issues for the next administration. Here's how [...]

Byline: David Leggett Hyundai Motor India's IPO offering was oversubscribed by more than two times after attracting aggressive bidding from institutional investors, according to Reuters. The IPO was India's largest [...]

Byline: Kiran Murali The retail portion of the IPO remains undersubscribed at 50%, while the portion reserved for Qualified Institutional Buyers (QIBs) was oversubscribed almost seven times. Hyundai Motor India's [...]

Byline: Douglas Appell The North Dakota State Investment Board is moving to harness the fast-paced growth of the state's institutional investment pools to build advanced in-house asset management capabilities in [...]

Byline: Erin Arvedlund and Lydia Tomkiw Sports investing has boomed in the last few years, and one of those leading the charge is Ian Charles, co-founder and co-managing partner of [...]

DBS, Singapore's largest bank, (https://www.dbs.com/newsroom/DBS_to_launch_crypto_options_trading_and_structured_notes_for_institutional_investors_and_wealth_clients) announced it would begin offering over-the-counter (OTC) options trading and structured notes linked to Bitcoin and crypto for institutional clients. [twitter-tweet]JUST IN: 🇭🇰 Singapore's largest [...]

$178 billion Man Group's annual event for investors starts Tuesday evening in Oxford. It's the 10th edition of the Man Alternative Investment Summit, which runs through Thursday at the University [...]

Byline: Rob Kozlowski Allyson Tucker CEO, Washington State Investment Board Allyson Tucker is continuing the efforts of her predecessor in fostering an open and diverse culture at her workplace and [...]

Byline: Palash Ghosh Katrina Sherrerd Partner and vice chair, Research Affiliates Katrina F. Sherrerd, partner and vice chair of Research Affiliates, has enjoyed a lengthy career in asset management that [...]

Byline: Palash Ghosh Amanda Wilson Managing director and head of distribution for the U.S. and Canada and consultant relations, Principal Asset Management Amanda Wilson, managing director and head of distribution [...]

Byline: Lydia Tomkiw Tracy Stuart CEO and managing partner, Corbin Capital Partners Tracy Stuart has never shied away from trying new things in her career and building businesses. As a [...]

Byline: Julie Tatge Jill Schurtz CIO and executive director, Minnesota State Board of Investment Minnesota State Board of Investment CIO and Executive Director Jill Schurtz got an early taste of [...]

Byline: Caryl Anne Francia Kelly Young CEO, Acadian Asset Management On the road to becoming CEO of Acadian Asset Management, Kelly Young found that with age, 'the confidence, the certainty [...]

Byline: Robert Steyer Sue Walton Senior retirement strategist, senior vice president, Capital Group To achieve an important goal, Sue Walton became a magician, enrolling in a 12-week training course to [...]

Byline: Palash Ghosh Jane White CEO, co-founder and president, Granahan Investment Management Major asset managers like Wellington Management and Fidelity Investments currently have female CEOs, but that would have been [...]

Byline: Kathie O'Donnell Whitney Watson Global co-head and co-chief investment officer of fixed income, Goldman Sachs Asset Management Being a 6-year-old on a balance beam in front of judges builds [...]

Byline: Arleen Jacobius Natalie Walker Partner, StepStone Group Natalie Walker, a StepStone Group partner, said she was in the right place at the right time when she embarked on a [...]

Byline: Erin Chan Ding Chavon Sutton Senior investment director, sustainable and impact investing research, Cambridge Associates Growing up, Chavon Sutton said she 'wanted to be 18 different things.' A doctor. [...]

Byline: Erin Chan Ding Karen Rode Senior partner, global head of private equity and infrastructure, Aon Karen Rode describes her career in finance as a winding road. Rode knew she [...]

Byline: Lydia Tomkiw Melody Rollins Global head of core institutional clients, Bridgewater Associates Melody Rollins advises anyone thinking about a career in finance to be 'assertive and open-minded.' As global [...]

Byline: Robert Steyer Dekia Scott Vice president and chief investment officer, Southern Co. 'It is extremely important to highlight African Americans in the investment community so that younger generations of [...]

Byline: Caryl Anne Francia Sophia Tsai Managing director, Trinity Church Wall Street When she immigrated to the U.S. from Hong Kong in 2005, Sophia Tsai viewed herself as an 'underdog.' [...]

Byline: Brian Croce Raquel Vargas Palmer Managing partner, KPS Capital Partners Shortly after Raquel Vargas Palmer graduated from Stanford University in 1994, she moved to New York City and took [...]

Byline: Arleen Jacobius Maria Stamolis Chief investment officer, head of investment management, Lincoln Property Co. Maria Stamolis, CIO and head of investment management at Lincoln Property Co., which has about [...]

Byline: Kathie O'Donnell Tess Shih Director, Capital Fund Management Tess Shih was urged to work hard and shoot for the stars by her father -- who was on the original [...]

Byline: Erin Chan Ding Shannon O'Mara Co-director, credit research, Loomis, Sayles & Co. A decade ago, Shannon O'Mara was hiring for entry-level positions at Loomis, Sayles & Co. and noticed [...]

Byline: Sophie Baker Christel Rendu de Lint Co-CEO and head of investments, Vontobel 'Go for it' is the piece of advice Christel Rendu de Lint, co-CEO at Vontobel, would give [...]

Byline: Caryl Anne Francia Lauren Mathias Senior vice president, global manager research, and diversity, equity and belonging champion, Callan It's one thing to make a whole career at one employer. [...]

Byline: Caryl Anne Francia Anne-Marie Fink Private markets and funds alpha chief investment officer, State of Wisconsin Investment Board Anne-Marie Fink needs to 'constantly (have) the energy' to do her [...]

Byline: Erin Chan Ding Barbara McKenna President and managing principal, Longfellow Investment Management When Barbara McKenna first began her finance career in the mid-1980s, she found an environment that was [...]

Byline: Erin Chan Ding Patricia Miller Zollar Managing director, Neuberger Berman Patricia Miller Zollar had always known she was good at math. But it wasn't until college that she found [...]

Byline: Caryl Anne Francia Venus Phillips Managing director, Kresge Foundation With each stop Venus Phillips makes in her career, she adds a piece of experience to the mosaic that makes [...]

Byline: Caryl Anne Francia Krissy Pelletier Partner, head of endowments and foundations, NEPC From a young age, Krissy Pelletier has spent time volunteering with schools and nonprofit organizations. Her love [...]

Byline: Courtney Degen Vivian Lin Thurston Partner and portfolio manager, William Blair Investment Management According to Vivian Lin Thurston, 'the biggest benefit of diversity is cognitive diversity,' which is especially [...]

Byline: Caryl Anne Francia Marcia Page Founder and CEO, MPowered Capital Business, community and thinking big influenced Marcia Page as she grew up. She had role models in a mother [...]

Byline: Kathie O'Donnell Kathleen Lutito Retired CIO, Lumen Technologies' CenturyLink Investment Management Kathleen Lutito, who retired in May from her role as president and chief investment officer of Lumen Technologies' [...]

Byline: Caryl Anne Francia Ann Miletti Chief diversity officer and head of active equity, Allspring Global Investments Ann Miletti described her journey to becoming head of active equity and chief [...]

Byline: Sophie Baker Raelan Lambert Global alternatives leader, Mercer When Raelan Lambert was 12 years old, she wanted to be president of the United States. 'I've always been ambitious,' Lambert [...]

Byline: Bailey McCann Kathleen McCarragher Managing director, head of growth equity, Jennison Associates Few portfolio managers in the industry have had a tenure as long as Kathleen McCarragher, managing director [...]

Byline: Erin Chan Ding Lauren DeMore Portfolio manager, Putnam Investments/Franklin Templeton As a young girl, Lauren DeMore watched her mother put on a suit every morning, grab a paisley scarf [...]

Byline: Courtney Degen Deborah La Franchi Founder and CEO, SDS Capital Group Only six years after graduating from Georgetown University with a master's degree in public policy, Deborah La Franchi [...]

Byline: Abigail Parrott Alena Kuprevich Managing director and partner, Disciplina Group Creating a boutique investment firm with the feel of a large entrepreneurial business and at its heart providing years' [...]

Byline: Abigail Parrott Gennell Jefferson Investor relations partner, The Vistria Group Gennell Jefferson, currently partner in investor relations at Vistria Group, has dedicated her career to the pursuit of inclusion [...]