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Featured Investment Papers: September 2021

Featured Content from Leading Asset Managers

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

These papers include educational content (with CPD credit) about the United Nations’ Sustainable Development Goals; essential reading for most as the ESG 'green wave' touches most investment approaches, not just those with a specific ESG tilt, while another paper explores the implications of climate shocks on sovereign nations. Savills examines the key drivers behind the demand by real estate investors for life science facilities, and Legal & General Investment Management looks at the decumulation phase of retirement and the choices made by retirees with annuities.

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Learning the Essentials of SDGs: Education – Earning CPD Credit (Robeco, 2021)

Robeco’s educational module, which may be used for self-study and is accredited by a range of professional bodies, explains the basics of the Sustainable Development Goals in six handy chapters.

Latest Asia Insights (BlackRock, Aug 2021)

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

China’s goal of doubling GDP by 2035 may seem ambitious considering the country’s ageing population. Yet technological advancements and brisk investments in industrial automation mean the economy may be able to reap productivity gains that make Beijing’s growth targets achievable.

Global Sovereign Asset Management Study 2021 (Invesco)

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

Invesco’s Global Sovereign Asset Management Study examines the responses made to the pandemic and its impact on longer-term trends. Of note are increasing allocations to more illiquid private markets and growing interest in China.

Sovereign Bond Index Strategies in a Low Carbon World (FTSE Russell, Sep 2021)

FTSE Russell’s paper examines the potential impact of climate shocks on sovereign nations and how this might translate into increased costs on infrastructure, policies, and budgets – all of which have the potential to disrupt the financial stability of any country.

Time to Act: Addressing APAC’s ESG data challenge (State Street, Sep 2021)

State Street argues that in the APAC region, it is no good investors waiting for regulation to drive ESG regulation and standard setting. Investors need to find their own solutions, and quickly, as interest in ESG assets is increasing rapidly.

Do Level Annuities Hedge Enough Longevity Risk? (LGIM, Sep 2021)

For compliance reasons, this paper is NOT accessible in the United States and Canada

LGIM examines the decumulation phase of retirement, focusing on why a level annuity might be chosen over an inflation-linked product and how this choice might itself influence the optimal age to purchase an annuity.

European Life Sciences: A new avenue for real estate investors (Savills, 2021)

Savills’ Mike Barnes examines the significant drivers behind demand for office and laboratory facilities which have become strong favourites among some real estate investors.

The Evolution of Thematic Investing and ESG (Candriam, Sep 2021)

For compliance reasons, this paper is only accessible in the UK & Europe

Candriam explores the growth in two popular investment approaches, that of ESG and thematic investing.