Analysis

  • Journey to Net-Zero goes beyond decarbonising portfolios, Scor's Lacroix says

    16 August 2021

    It is relatively easy to decarbonise a portfolio, but to do so with impact on the real economy is a different matter altogether, according to Michele Lacroix, head of group investment risk and sustainability at Scor. Interview by Vincent Huck

  • Insurers warm to public disclosure on climate change risks

    11 August 2021

    SFCRs reveal much about European insurers' financial health and, since 2020, also a lot about their preparations to tackle climate change risk, as David Walker finds

  • Asia's pathway to net-zero

    09 August 2021

    Practitioners in Asia's insurance landscape see change on net zero being led by larger underwriters and spurred by the Paris Agreement, COVID-19, their governments' own climate ambitions, and global warming's physical and transition threats. David Walker reports

  • Invesco's future vision

    04 August 2021

    Head of ESG client strategy EMEA Maria Lombardo has one eye on helping CIOs achieve their future net zero goals, but another firmly on helping them navigate their general accounts through the here-and-now, David Walker discovers

  • Interview with Rothesay's David Land

    02 August 2021

    The UK insurer's head of investment strategy, speaks to David Walker about the firm's commitment to the UN-convened Net-Zero Asset Owner Alliance, and from climate risk modelling to green infrastructure, what is required to achieve the carbon goal

  • Allianz - turning the CO2 dial down

    29 July 2021

    Sona Stadtelmeyer-Petru discusses Allianz's proprietary assets' move towards net zero with David Walker

  • The path to net-zero

    27 July 2021

    Knowing how best to get a portfolio to zero greenhouse gas emissions will be a skill CIOs need to hone, as David Walker hears from AXA Investment Managers.

  • The great and the good - Allianz issues invitation to join the net-zero crowd

    23 July 2021

    The Net Zero Asset Owners Alliance seems enormous, because it is, with $6.6trn of assets behind its collective voice. But Allianz's Sona Stadtelmeyer-Petru emphasises to David Walker, the Alliance really thrives on having voices of all insurers, not just the largest

  • The RBC changes: a slow-moving Titanic

    20 July 2021

    It is a slow change, even by the notoriously slow standards of the insurance industry. However, the soon-to-be instigated changes to the NAIC's risk-based capital charges on fixed income assets could have significant ramifications for the US insurance investment portfolio. And many don't like it. Sarfraz Thind reports

  • Credit and the rise of duration risk

    15 July 2021

    Heightened uncertainty on the back of the pandemic and policy response to it calls for a greater focus on duration risk management, according to Moody's Analytics's Tomer Yahalom, Amnon Levy and Brett Manning.