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Featured Investment Papers: June 2021

Featured Content from Leading Asset Managers

Savvy Investor presents a selection of featured content from top asset managers for June 2021.

In what ways are diversity and culture beneficial for asset management firms and for the companies that they invest in? Also, how can risk management and investment professionals better incorporate data on corporate actions and other events into their investment processes? 

featured paper selection June

How Culture Enables Investment Firms to do Better (Wells Fargo AM, Jun 2021)

Wells Fargo Asset Management portrays culture as a key consideration for clients in evaluating an investment firm. Diverse corporate cultures also lead to more innovative companies. These and other positive effects are presented in this insightful infographic.

A New Era of Portfolio Construction for Endowments (BlackRock, 2021)

For compliance reasons, this paper is only accessible in certain geographies

Endowments face a unique set of challenges; their high return goals reflect a need to grow intergenerational equity while meeting ambitious spending requirements. At the same time, they have limited resources and face a broad opportunity set. Endowments have long been investment innovators, beginning with the formulation of the original endowment model 25 years ago. While many endowments, particularly those with more resources and access, have outperformed, the median has recently struggled to deliver returns above a 70/30 market benchmark according to the 2020 NACUBO-TIAA Study of Endowments.

Assessing Risk Management with Corporate Event Data (Wall Street Horizon, 2021)

How can corporate events be used to inform traders, investors, and risk managers? Wall Street Horizon discusses the utilisation of this data within a risk management process.

Do You Have Good Reason To Be Skeptical About ESG Investing? (Intech, 2021)

For compliance reasons, this paper is only accessible in the United States and Canada

Intech answers some of the common questions from clients who are skeptical about ESG investing. Do moral values carry a greater weight than economic values when integrating ESG?

2021 Central Bank Gold Reserves Survey (World Gold Council)

For compliance reasons, this paper is only accessible in certain geographies

According to a recent World Gold Council survey, 21% of central banks are planning on increasing their gold reserves this year. More detailed survey results are presented within this 25-page paper.

The Financial Impact of Diversity (Impax Asset Management, 2021)

Impax Asset Management discusses the financial benefits of diversity. Evidence points to diverse boards being better for the environment, outperforming other companies, and being more innovative.