Trusted Insighthttp://thetrustedinsight.com/2022-09-16T12:03:11.256875-04:00Trusted Insight, the world's largest platform for institutional investors with 40,000 LP investor professionals in 98 countries and territories around the globe. 30,000 institutional investors engage with Trusted Insight each week. They are actively investing in alternative assets, primarily private equity, hedge funds, real estate and private companies. Our users consist of pension funds, endowments, foundations, sovereign wealth funds, family offices, banks and insurance companies. 83% of Trusted Insight users continue to use the platform 6 months after initially signing up. Investors on the platform, on average manage in excess of $5 billion. We are a platform for qualified purchasers, not high net worth investors.
Tech Is Down, But Far From Out of ESG Funds
2022-09-16T12:03:11.256875-04:00https://www.thetrustedinsight.com/investment-news/tech-is-down-but-far-from-out-of-esg-funds-20220916779/
It probably hasn’t escaped your notice that tech stocks have not been having a good year. But if you’re a sustainable investor, what you might not have noticed is that the mutual funds you own are likely to be heavily exposed to tech stocks.
CEO of $189B Ontario Fund Eyes Private Equity’s Turf
2022-05-20T11:48:30.371041-04:00https://www.thetrustedinsight.com/investment-news/ceo-of-189b-ontario-fund-eyes-private-equitys-turf-20220520362/
The head of one of North America’s biggest investors in private markets wants to cut its reliance on buyout firms and do more dealmaking on his own. Pension funds have been upping pressure on asset managers to apply more ESG awareness when investing their money.
How SFERS Achieved Its Top Ranking In Public Equity Investment | Han Pham, Director of Public Equities | Q&A
2020-10-16T10:00:28.396426-04:00https://www.thetrustedinsight.com/investment-news/how-sfers-achieved-its-top-ranking-in-equity-investment-20201016229/
Han Pham is director of public equities at San Francisco Employees’ Retirement System (SFERS). In this interview, Han spoke about the challenges of public pension investing in a city known for its political activism, why SFERS became a thought leader in ESG investment, and how she and her team overhauled the SFERS public equities portfolio to achieve the top ranking among public pensions.
Present Value of Poli-tech | Emerging Markets Alternatives
2017-10-02T11:56:13.765695-04:00https://www.thetrustedinsight.com/investment-news/present-value-of-poli-tech-emerging-markets-alternatives-20171002234/
Reconciling a sluggish global economy and all round uncertainty with rallying stock markets and tight spreads is preoccupying most minds today. While the market pundits seek to resolve the current di...
Biggest Pension Fund Craves More After Foray Into ESG Assets
2017-07-18T10:34:47.387684-04:00https://www.thetrustedinsight.com/investment-news/biggest-pension-fund-craves-more-after-foray-into-esg-assets-20170718046/
The world’s largest pension fund aims to boost and broaden its socially responsible assets after buying them for the first time this year.
Individuals And Institutions Split On Benefits Of ESG Investing
2017-06-15T11:04:38.831963-04:00https://www.thetrustedinsight.com/investment-news/individuals-and-institutions-split-on-benefits-of-esg-investing-20170615347/
Individuals believe the environmental, social, and ethical records of the companies they invest in are important, said Natixis, while professionals at institutions and within “the investment community” were more sceptical about the efficacy of these strategies, for example having concerns about performance measurement.
KKR Co-CEO George Roberts On Creating Social Enterprises
2017-04-28T11:30:40.057350-04:00https://www.thetrustedinsight.com/investment-news/kkr-co-ceo-george-roberts-on-creating-social-enterprises-20170428976/
George R. Roberts, Co-CEO of KKR, has more than four decades of experience in private equity investing. In this interview, he discusses the social enterprises he has funded and created, and how KKR is doing more to become socially and environmentally conscious when investing
Top Global Pension Fund Assets Drop For First Time Since GFC
2016-09-06T10:54:32.887421-04:00https://www.thetrustedinsight.com/investment-news/top-global-pension-fund-assets-drop-for-first-time-since-gfc-20160906683/
The world’s leading 300 pension funds’ total assets dropped by over 3% last year to a figure of US$14.8 trillion overall. However, Asia-Pacific (APAC) pensions delivered growth of about 1% during the year, according to newly-released research from Willis Towers Watson and P&I.
The analysis of the top 300 global pension funds revealed that despite recording the first drop in assets since the beginning of the 2008 global financial crisis (GFC), cumulative asset growth is almost 19% since then. The research also shows that the assets of the top six APAC funds increased by around 1% during 2015, as compared to a decrease of 2% for the top 20 funds. The six largest funds in APAC contributed to 41% of the total fund assets of the top 20 in the ranking.
Expected Return Key To Pension Plan ESG Investments
2016-08-03T11:25:13.358178-04:00https://www.thetrustedinsight.com/investment-news/expected-return-key-to-pension-plan-esg-investments-20160803992/
ERISA-covered pension plans may use ESG investment strategies, including avoiding gun firms, provided that such investments are expected to perform on a par with other available choices, attorneys told Bloomberg BNA in recent interviews.
Foundations Slowly Come Around to Responsible Investing
2016-07-19T10:55:10.838211-04:00https://www.thetrustedinsight.com/investment-news/foundations-slowly-come-around-to-responsible-investing-20160719168/
A new study released jointly by the Council on Foundations and Commonfund Institute found that a third of U.S. private, public and community foundations have implemented or are actively considering mission-related investing practices in managing their endowed assets.
However, impediments to adoption remain. Concern over returns was the single most commonly reported barrier, with 23% of foundations considering it a significant one and 48% a moderate one.
The study was conducted during this past winter among 52 U.S. private and public/community foundations, 49 private/family foundations, eight public foundations and 77 community foundations. Together, these institutions represented $39.7 billion in endowment assets as of Dec. 31, 2014.
The study is intended, the two groups said in a statement, as a tool for investment committees, board members and investment staffers who are exploring new strategy options.
Why Public Pension Funds Are Slow To Divest From Gun Manufacturers
2016-06-16T11:16:06.531826-04:00https://www.thetrustedinsight.com/investment-news/why-public-pension-funds-are-slow-to-divest-from-gun-manufacturers-20160616606/
It’s hard for cities to fund public pensions without supporting weapons and ammo manufacturers, even when they want to....
Asian Pension Funds Plan To Allocate More In Alternatives
2016-02-23T14:10:21.841092-05:00https://www.thetrustedinsight.com/investment-news/asian-pension-funds-plan-to-allocate-more-in-alternatives-20160223376/
Pension funds in the Asia Pacific region are planning to allocate more into alternative investments including private equity and infrastructure, according to the results of a survey conducted by Stat...
5 Ways To Boost Impact Investing In Family Offices
2016-02-16T10:14:43.011058-05:00https://www.thetrustedinsight.com/investment-news/5-ways-to-boost-impact-investing-in-family-offices-20160216069/
In yet another sign of the growing interest in impact investing, the Forum for Sustainable and Responsible Investment (US SIF) has just released a guide for family offices on impact investing.
NBAD Goes Green With $10B, Ten-Year Commitment To Support Sustainable Businesses
2016-01-22T09:00:12.710394-05:00https://www.thetrustedinsight.com/investment-news/nbad-goes-green-with-10b-ten-year-commitment-to-support-sustainable-businesses-20160122899/
National Bank of Abu Dhabi (NBAD) has today committed to lend, invest and facilitate a total of $10 billion of financing within the next 10 years to projects focussed on environmentally sustainable activities.
NBAD Announces $10 Billion, 10-Year Commitment To Finance Sustainable Business
2016-01-19T10:21:23.289615-05:00https://www.thetrustedinsight.com/investment-news/nbad-announces-10-billion-10-year-commitment-to-finance-sustainable-business-20160119699/
<span style="line-height: 20.8px;">The commitment, which is a first for a GCC bank, supports the research from NBAD’s: ‘Financing the Future of Energy Report’, which identified a funding gap of $48 trillion dollars required in the next 20 years to meet global energy demand, with renewables playing a critical role in the energy mix of the future.</span>
How Pension Investors Will React to the DoL’s New ESG Guidelines
2015-11-19T13:55:41.013424-05:00https://www.thetrustedinsight.com/investment-news/how-pension-investors-will-react-to-the-dols-new-esg-guidelines-20151119739/
Will the U.S. Department of Labor’s new ESG guidance prompt more pension funds to embrace sustainable investing? For Amy OBrien, head of responsible investment at $639 billion TIAA-CREF Asset Management, 2016 could be a very busy year.
Gates Foundation Would Be $1.9B Better Off If It Had Divested From Fossil Fuels
2015-11-17T16:21:10.826054-05:00https://www.thetrustedinsight.com/investment-news/gates-foundation-would-be-19b-better-off-if-it-had-divested-from-fossil-fuels-20151117572/
Analysis of the Bill and Melinda Gates Foundation health charity, and 13 other major funds, reveals moving investments out of coal, oil and gas and into green companies would have generated billions in higher returns.
Responsible Investing - hedge fund managers must tread carefully
2015-10-26T17:03:07.933175-04:00https://www.thetrustedinsight.com/investment-news/responsible-investing-hedge-fund-managers-must-tread-carefully-20151026317/
Responsible Investing (RI), that staple of relative-return portfolios, private equity funds and traditional asset owners, is increasingly a feature…
EM winners: the importance of ESG in developing countries - Citywire
2015-10-20T04:27:59.597809-04:00https://www.thetrustedinsight.com/investment-news/em-winners-the-importance-of-esg-in-developing-countries-citywire-20151020947/
Emerging market companies with a strong record on ESG disclosure tend to outperform their benchmark and attract more foreign investments. This is according to research released today by UK-based asse...
New ideas and insight into specialist themes: the first ever MI Forum
2015-10-14T07:16:34.037845-04:00https://www.thetrustedinsight.com/investment-news/new-ideas-and-insight-into-specialist-themes-the-first-ever-mi-forum-20151014567/
Against a challenging regulatory and economic backdrop, institutional investors are faced with an ever wider and more diverse range of investment opportunities....
New York Common Allocates $500M To Real Assets
2015-10-09T17:55:33.578344-04:00https://www.thetrustedinsight.com/investment-news/new-york-common-allocates-500m-to-real-assets-20151009432/
The New York State Common Retirement Fund has approved $500m (€444.9m) in commitments for its real assets portfolio.
Pathstone, Federal Street Merge To Create $8 Billion Multifamily Office
2015-09-29T10:46:28.308424-04:00https://www.thetrustedinsight.com/investment-news/pathstone-federal-street-merge-to-create-8-billion-multifamily-office-20150929609/
Pathstone Family Office (PFO) of Fort Lee, N.J. and Federal Street Advisors (FSA) of Boston are merging to create an $8 billion multifamily office that is thought to be one of the nation’s 10 largest...
Top Portfolio Products: New Socially Responsible Funds From TIAA-CREF
2015-08-18T11:42:34.849985-04:00https://www.thetrustedinsight.com/investment-news/top-portfolio-products-new-socially-responsible-funds-from-tiaa-cref-20150818782/
New products and changes introduced over the last week include two socially responsible investment funds from TIAA-CREF; plans for global environmental, social and governance scores from Morningstar;...
Super funds’ priorities reshaping passive managers
2015-08-12T15:04:27.699279-04:00https://www.thetrustedinsight.com/investment-news/super-funds-priorities-reshaping-passive-managers-20150812641/
Rowley has written about institutional investment in the UK and Australia for 14 years. Prior to joining Investment Magazine, he spent five years with Pensions Week in London, where he also regularly...
What Families' Investment Offices Can Learn From CalPERS
2015-08-05T17:08:12.972335-04:00https://www.thetrustedinsight.com/investment-news/what-families-investment-offices-can-learn-from-calpers-20150805500/
Families with a taste for social-impact investing — the art of actively leveraging profit-seeking investments for the greater good — can learn a lot from the California Public Employees’ Retirement S...
Guest Q&A: Capital Dynamics’ Angela Willetts on state of the industry
2015-07-10T14:37:01.882928-04:00https://www.thetrustedinsight.com/investment-news/guest-qa-capital-dynamics-angela-willetts-on-state-of-the-industry-20150710023/
Q: There seems to be a trend towards PE managers taking more minority stakes. Why do you think this is happening?...
PE Faces Growing Pressure Regarding ESG Factors
2014-11-26T18:50:24.104880-05:00https://www.thetrustedinsight.com/investment-news/pe-faces-growing-pressure-regarding-esg-factors-20141126778/
Limited partners increasingly expect private equity firms to make environmental, social and governance factors part of their investment strategies....
HMC embraces ESG with a passion
2014-11-03T17:32:54.194773-05:00https://www.thetrustedinsight.com/investment-news/hmc-embraces-esg-with-a-passion-20141103569/
By Simon Hoyle Fiduciary Investors Symposium Harvard, Harvard University www.top1000funds.com October 28, 2014 Good for Harvard, good for the world: Why HMC embraced ESG with a passion Harvard Managem...
Fidelity partners with Credit Suisse for IPO access to retail brokerage clients
2014-07-29T16:11:51.279359-04:00https://www.thetrustedinsight.com/investment-news/fidelity-partners-with-credit-suisse-for-ipo-access-to-retail-brokerage-clients-1-20140729502/
Fidelity and Credit Suisse have formed a partnership that gives Fidelity's retail brokerage clients access to participate in initial public offerings and follow-on equity offering underwritten by Cre...
Private Equity Has Room for Growth on Sustainability
2014-07-17T14:05:14.245391-04:00https://www.thetrustedinsight.com/investment-news/8367-private-equity-has-room-for-growth-on-sustainability-20140717367/
A few weeks ago, I moderated a panel on environmental, social, and governance (ESG) integration in private equity at the Responsible Investor Europe Conference in London. This panel, and other discussions, highlighted the lack of consensus among investors on where the private equity industry...
Why ESG is Gaining Traction Among Institutional Investors
2014-06-16T13:51:34.033425-04:00https://www.thetrustedinsight.com/investment-news/7888-why-esg-is-gaining-traction-among-institutional-investors-20140616888/
Wether it is called sustainable investing or responsible investing, this concept of allocating capital that creates value for both the investor and society as a whole, has achieved traction among various institutional stakeholders in recent years. Commonly referred to as ESG investing (environmental, social and governance), a number of institutional investors are participating in the movement such as the New Zealand Superannuation Fund.