MS&AD on the hunt for transformative investments
Tool will be used for asset allocation
Template requires asset managers to indicate the statuses of infrastructure investments.
Move will see analysts embedded within platforms to manage company level analysis, freeing up central function to focus on longer term, strategic themes.
Readiness to take chances grows among insurance investors
Analysing exposure to transition risk in equity and fixed income portfolios over multiple scenarios
Insurers want more alternative assets but struggle to evaluate the optimum risk/return portfolio
Due to losses on hedges protecting the Solvency II balance sheet
Investment portfolio also hit by adverse economic environment
Over three-quarters of surveyed asset owners are considering ESG integration although only 24% currently using a smart beta ESG strategy