Alternatives & ETFs

    A brand new special report is out on both NordSIP and HedgeNordic this week! We partnered with HedgeNordic to bring you a wide range of alternative investments in the context of ESG. Contributions in this special report include Dutch CTA pioneer Harold de Boer, PineBridge’s John Bates, Jens Nystedt and Oliver Faltin-Trager at Emso Asset Management, Declan O’Brien of UBS Asset Management, Man Group’s Robert Furdak, CARN Capital’s Melanie Brooks, Jack Inglis of AIMA, and the CME Group. Read it here.

    In the news this week, and remaining in the alternative space, Franklin Templeton announced its diversified Franklin Templeton Social Infrastructure Fund launched in July 2018 has acquired five new assets, taking current holdings to a total of 17 assets worth over of €355 million.

    ETFs and Indices were also in focus this week. In a recent study based on a comprehensive review of the ETF market, J.P. Morgan Asset Management reported rising investor interest appears to be driven by the rising understanding of the need to integrate ESG factors into portfolio risk considerations. In another paper published by the Index Industry Association’s (IIA), the fourth Annual Benchmark Survey, ESG indices were one of the main drivers of growth in the index market witnessing a 40.2% growth during 2019-2020.

    “Having spent my last 6 years in the ETF industry I have seen a change in how both professional and private investors think about ESG in their portfolio construction,” Fredrik Nilsson told us, as he jumps ship from BlackRock’s iShares in Copenhagen to strengthen Invesco’s ETF franchise in Stockholm.

    In Denmark, pension fund P+ announced a new responsible investments approach, recognising its ability to pressure its investee companies to make a difference for the environment. According to Chairman Anders Eldrup, the pension fund has set the goal to achieve carbon neutrality within its investment portfolio by 2050. To this effect, P+ has joined the Net-Zero Asset Owner Alliance and has also announced the expected launch of a green investment pool in 2021.

    Meanwhile, the TPI published a collection of six articles describing investors’ application of TPI’s climate management and carbon performance data in their investment processes, including contributions from Robeco, Brunel, Pinebridge, Länsförsäkringar, USS and the Church of England Pensions board.

    Last but not least, we catch up with Icelandic green bond issues: Reykjavik Energy (Orkuveita Reykjavikur; OR) recently issued a new ISK3 billion green bond, the first non-indexed, fixed-rate, green bond issued in the country and Reginn, an Icelandic real estate company, issued a ISK2 billion three-year green bond.


    Picture by @ovsergey via Twenty20

    Aline Reichenberg Gustafsson, CFA
    Aline Reichenberg Gustafsson, CFA is Editor-in-Chief for NordSIP and Managing Director for Big Green Tree Media. She has 18 years of experience in the asset management industry in Stockholm, London and Geneva, including as a long/short equity hedge fund portfolio manager, and buy-side analyst, but also as CFO and COO in several asset management firms. Aline holds an MBA from Harvard Business School and a License in Economic Sciences from the University of Geneva.

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