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An Open Letter from LGIM and Other Global Investors to the Oil and Gas Industry Oil and Gas Groups Must Do More to Support Climate Accord
2018 An open letter from LGIM and other global investors to the oil and gas industry Oil and gas groups must do more to support climate accord. For the Paris climate agreement to succeed, the oil and gas industry must be more transparent and take responsibility for all its emissions. Over the next few weeks some of the world’s largest oil and gas companies will hold their annual shareholder meetings. How these companies are positioning themselves for a low-carbon future will be an important topic for discussion. As long-term investors, representing more than $10.4tn in Regardless of the result at the Shell AGM, we strongly assets, the case for action on climate change is clear. We encourage all companies in this sector to clarify how they are keenly aware of the importance of moving to a low- see their future in a low-carbon world. This should involve carbon future for the sustainability of the global economy making concrete commitments to substantially reduce and prosperity of our clients. Additionally, regulation to carbon emissions, assessing the impact of emissions keep global warming below 2C and in line with the Paris from the use of their products and explaining how the agreement will create additional costs for carbon-intensive investments they make are compatible with a pathway industries and risk stranding assets. towards the Paris goal. The Carbon Disclosure Project estimates that the oil and gas Investors also urge policymakers to take clearer and industry and its products account for 50 per cent of global more collective action on implementing regulation that carbon emissions.
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Finance for Tomorrow Brings Together Asset Managers and Asset Owners
Finance for Tomorrow brings together asset managers and asset owners representing 3.6 trillion euros in the first global engagement coalition to promote a just transition to low-carbon economies. Paris, 30 June 2021 – Finance for Tomorrow announces the launch of “Investors for a Just Transition”: the first global investor engagement coalition on the just transition. Bringing together asset managers and asset owners of the French financial ecosystem, along with corporates, the coalition aims to promote a socially acceptable transition to low-carbon economies. The founding members of the coalition will commit to engaging with companies, encouraging them to integrate the social aspects of the transition into their strategies and to highlight best practices within key industries. Through this collaborative platform, investors will work with different stakeholders – companies, labor unions, universities and research institutes – to define a common strategy and specific engagement objectives. Initiated by Finance for Tomorrow, the coalition currently represents 3.6 trillion euros and includes Amundi, Aviva France, AXA & AXA Investment Managers, Caisse des Dépôts, CNP Assurances, CPR Asset Management, Eiffel, ERAFP, La Banque Postale Asset Management, ODDO BHF Asset Management, Rothschild & Co Asset Management Europe, and SCOR Investment Partners among its founding members. Major players such as the Principles for Responsible Investment (PRI) have also joined the coalition as observers. With the COP26 to be held in a context marked by the social and economic fallout from the Covid-19 crisis, the concept of the just transition has emerged as a major factor of the global fight against climate change. Indeed, the environmental transition will only be possible through the consideration of social issues, whether they affect workers, local communities, consumers, or civil society as a whole.
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€ FUND MANAGER'S COMMENT 31/08/2021 FIXEDHKD INCOME AXA WF Asian High Yield Bonds A (H) m HKD Fund manager's report The Asian High Yield Bond Fund’s (or “AHY”) gross return was 2.46%, while JACI HY was 2.07%. Performance was supported by stable carry generated by underlying bonds and spread tightening driven the overall risk-on sentiment in the market. The outperformance was driven by our underweight in weak and highly leveraged single-B property credits. We don’t think the recovery and growth outlook is negated by the Delta – and possibly other – variant(s), but there could be some “air-pockets” in the data and in investor sentiment as a result. And for many, inflation and the prospect of tapering will need to be taken into account in managing portfolios. For monetary policy, now is not the time to tighten yet. Inflation has jumped higher but the ex-post look at price indices is likely to show a one-step jump in the level of prices during the COVID-era rather than a steepening of the price curve (inflation). The Jackson Hole speech from Jay Powell suggested that there are two decisions to make about tapering and rate increases. The tapering decision is based on progress towards the Fed’s economic targets – which there is. This allows some flexibility in terms of the timing and scale of running down asset purchases. For rate hikes, we need to see full employment and clear evidence that inflation is running at the Fed’s target. Those conditions are some way off while the path of GDP expansion has become a little bit more volatile.
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In Search of #Digitalalpha: Digital Content and Communication in the World's Leading Asset Managers
November 2014 Rating digital content and social media Living Ratings of Digital Intelligence communication of the top fifty asset managers* Living Ratings top 20 ranking In search of #DigitalAlpha: Digital *According to Investment & Pensions Europe Top 400 Asset Managers, June 2014. INDUSTRY LIVING FIRM % SCORE content and communication in the RANK RATINGS world’s leading asset managers 4 1 Fidelity Worldwide Investments 76% 34 2 Schroders 74% 36 3 MFS Investment Management 69% 1 4= BlackRock 68% Asset Management is defined as the “coordinated activity of an 20 4= T.Rowe Price 68% organisation to realise value from assets.” In turn, assets are defined 35 4= Credit Suisse 68% as an “item, thing or entity that has potential or actual value to an 25 7 TIAA-CREF 67% organisation.” There’s no doubt that the leading asset managers are 7 8 PIMCO 66% 12 9 Northern Trust Asset Management 63% expert at managing financial assets. But what about their digital 17 10 Invesco 62% assets? Are these same firms realising any value from the internet 16 11 Goldman Sachs Asset Management Int 61% or social media? 18 12= AXA Investment Managers 60% 2 12= Vanguard Asset Management 60% 42 14 Federated Investors 59% Asset managers failing a growing 37 15= New York Life Investments 58% mobile audience 8% 48 15= Columbia Management 58% 8 15= Deutsche Asset & Wealth Management 58% Between 2010-2013 visits to websites from mobile devices more than doubled. 8% 8% This is a trend that is set to continue in 2015. Yet, just four of the fifty firms we 14 18= Natixis Global Asset Management 57% rated use responsive web design features in their websites.
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List of Authorised Fund Management Companies, Managers of Collective Assets and Representatives of Foreign Collective Investment Schemes
List of authorised fund management companies, managers of collective assets and representatives of foreign collective investment schemes Name City Fund management company Representatives Managers of collective assets 1741 Fund Solutions AG St. Gallen X X 1875 Finance SA Genève X 2Xideas AG Küsnacht ZH X 3V Asset Management AG Zürich X Abaris Investment Management AG Bäch SZ X ACE & COMPANY SA Genève X X ACOLIN Fund Services AG Zürich X Acoro Asset Management AG Zürich X Active Niche Funds SA Lausanne X Akara Funds AG Zug X ALATUS CAPITAL SA Genève X Albin Kistler AG Zürich X Allianz Global Investors (Schweiz) AG Zürich X Alpha Associates AG Zürich X Alpinum Investment Management AG Zürich X Alprime Capital AG Zürich X Alpstone Capital (Suisse) SA Genève X Altrafin Advisory AG Zürich X AMG Fondsverwaltung AG Zug X ANREPA Asset Management AG Baar X Apex Asset Management AG Freienbach X Aquamarine Zürich AG Zürich X Aquila Asset Management ZH AG Zürich X ARDIAN Investment Switzerland AG Zürich X Aretas Capital Management AG Zürich X Arete Ethik Invest AG Zürich X Arfina Capital SA Zürich X ARM Swiss Representatives SA Gland X Artico Partners AG Zürich X X Arvernus Capital AG Zürich X ARVEST Funds AG Zürich X AS Investment Management SARL Genève X Asia Green Real Estate AG Zürich X 24.09.2021 / 03:31 1/11 List of authorised fund management companies, managers of collective assets and representatives of foreign collective investment schemes Name City Fund management company Representatives Managers of collective assets Asteria Investment Managers SA Genève X Atlanticomnium SA Genève X AtonRâ Partners SA Genève X AUTONOMY CAPITAL RESEARCH TWO LIMITED, (St.
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€ Factsheet: 31/08/2021 FIXED INCOME AXA WF Euro Sustainable Credit A EUR Key Figures (EUR)* Benchmark Since: 17/12/2012 Fund Cumulative Performance (%) Current NAV 100% ICE BofA Euro Corporate 1-10 Yrs YTD 1Y 3Y 10Y Launch Acc. Inc. +0.01 +2.01 +6.98 +36.11 +63.08 162.71 124.19 Fund Key Metrics Port. Bench. Fund Annualized Performance (%) Assets Under Management (M) Linear Average Rating BBB1 A3 3 Y. 5 Y. 10 Y. Launch EUR Mod. Duration 4.34 4.42 +2.27 +1.25 +3.13 +3.80 470.31 Mod. Duration To Worst 4.35 4.42 Yield To Worst (%) 0.27 0.12 Dividend Record Number of Holdings 206 3371 Number of Issuers 127 621 Record Date Ex-Date Dividend per Share 12 month Yield (%) Dec 2017 28/12/2017 29/12/2017 0.71 0.60 Fund Profile Dec 2018 27/12/2018 28/12/2018 0.53 0.46 Dec 2019 27/12/2019 30/12/2019 0.56 0.46 ESG Rating Dec 2020 29/12/2020 30/12/2020 0.38 0.31 12 Month Yield = (Sum of Dividends) / (Ending NAV). The 12 Month yield is calculated based on the sum of the ESG Relative Rating distributions over the previous 12 months and the latest NAV. The 12 month yield may be higher or lower than the actual annual dividend yield. A positive distribution yield does not imply positive return. Dividends are not guaranteed. Past dividends are not indicative of future dividends. CO2 Relative rating Please note that a positive distribution yield does not imply a positive return.
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The Future of Fund Management
Marketforce’s 18th Annual Conference The Future of Fund Management 27th March 2017, The Waldorf Hilton, London Join our stellar speaker line-up at the UK’s leading strategic conference EARLY REGISTRATION to discuss the latest challenges and opportunities in the sector. RATES AVAILABLE Peter Praet Thomas Moser Book before 20th January Chief Economist Alternate Member of the European Central Bank Governing Board to save £200 Swiss National Bank A fantastic event Wayne Bowers Euan Munro to discuss the latest Chief Executive Officer, EMEA Chief Executive Officer & APAC Aviva Investors Northern Trust Asset Management innovations in the industry” Chief Product Officer, Bill Smith Michael Karpik MoneyFarm Chief Executive Officer, UK Head of EMEA Lazard Asset Management State Street Global Advisors 20+ C-suite and director- level speakers Nigel Bolton Peter Horrell Chief Investment Officer of Managing Director, UK Fundamental Active Equities Fidelity Worldwide Investment BlackRock 100+ attendees Lucy MacDonald Edward Bonham Carter 3 fintech lightning Chief Investment Officer, Vice-Chairman Global Equities Jupiter Asset Management pitches for a glimpse Allianz Global Investors of the future SILVER SPONSOR WWW.MARKETFORCE.EU.COM/FUND The Future of Fund Management 27th March 2017 | The Waldorf Hilton, London As fund industry assets fall for the first time in five years, developing a long-term competitive strategy has never been more crucial to success. Join leaders from the largest asset management businesses in Europe at The Future of Fund Management
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€ FUND MANAGER'S COMMENT 31/08/2021 ROSENBERGEUR EQUITIES AXA Rosenberg Global Equity Alpha Fund A EUR Fund manager's report Global equities made further gains as the US Federal Reserve (Fed) sought to calm investor worries about its plans to tighten monetary policy. Some favourable corporate earnings results, notably in Europe, provided further support and helped the benchmark MSCI World Index hit all-time high levels, returning +2.5% over the month. Concerns about the spread of the Delta variant of COVID-19 and signs of slowing economic growth in China unsettled markets, while worries earlier in the month that the Fed was about to start scaling back its massive quantitative easing programme added further pressure. The US dollar hit a nine-month high during August as it benefitted from uncertainty about the Fed’s ‘tapering’ plans and concerns about rises in global COVID-19 infections. Oil prices retreated because of the dollar’s strength and pandemic-induced worries about the outlook for demand. Among sectors, technology and communication services stocks were the leaders in August, with financials and utilities also outperforming. The laggards this month, and the only sectors in negative territory, were energy and materials, which fell as supply and demand imbalances were reduced and the dollar rose. From a factor perspective, value and low volatility styles lagged growth and quality as investors reacted positively to the dovish stance of the Fed and strong momentum in corporate earnings. The Fund modestly underperformed its benchmark in August, driven largely by unrewarded stock selection in the consumer discretionary and technology sectors.
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Asia Asset Management Q3 2020
ASIA ASSET MANAGEMENT Q3 2020 A Sheffield Haworth Publication featuring people news, industry updates, market trends and analysis Nick Aylwin-Foster George Windsor Emma Quan ASIA ASSET MANAGEMENT – Q3 2020 CONTENTS MARKET OVERVIEW pg 3 BUSINESS DEVELOPMENT pg 5 LEADERSHIP pg 6 CHINA pg 8 INVESTMENT & PRODUCT pg 10 2 2 ASIA ASSET MANAGEMENT – Q3 2020 MARKET OVERVIEW INTRODUCTION Another testing quarter for the asset management industry. The situation across much of Asia has continued to disrupt normal working patterns with most employees working remotely, amplifying the challenges of running a multi-faceted, international business. Despite these challenges, hiring activity has continued across a variety of functions indicating a willingness amongst managers to push through critical hires. Interestingly, hiring levels were slightly elevated against Q3 2019, although this is likely down to the lack of the summer ‘lull’ when decision makers typically take annual leave. NEWS ▪ UOB Asset Management has partnered with FNZ Group to launch a robo- advisory mobile app for retail investors in Singapore. In similar news, Franklin Templeton in Singapore has partnered with Razer Fintech to roll out a digital wealth management platform to target millennials in Southeast Asia. ◼ Affin Hwang Asset Management has teamed up with Versa Asia Kuala, a Kuala Lumpur-based fintech firm, to launch a digital cash management platform via a mobile app. ▪ AIA Thailand has received licences for private fund management and mutual fund management from Thailand’s regulator for its newly formed investment management subsidiary, AIA Investment Management Thailand. ▪ CCB Principal Asset Management in Hong Kong has been awarded licenses for asset management (Type9) and advising on securities (Type4).
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OMERS, Allianz and AXA IM - Real Assets Announce Investment in Altice France’S Fibre to the Home Business
OMERS, Allianz and AXA IM - Real Assets Announce Investment in Altice France’s Fibre to the Home Business TORONTO, MUNICH and PARIS, November 30, 2018– An OMERS Infrastructure majority- led consortium, including Allianz Capital Partners (ACP) and AXA IM - Real Assets, acting on behalf of its clients, has entered into an exclusivity agreement with Altice France to acquire a 49.99% stake in SFR FttH, a company to be formed by Altice France which will hold and further develop Altice France’s existing fibre to the home business (FttH) in France. The transaction is subject to regulatory approvals and is expected to close in Q1 2019. SFR FttH is a newly incorporated company comprising the 5 million FttH homes in medium and low density areas awarded to Altice France to date. With approximately 1 million homes covered in FttH at year-end and an additional 4 million homes to be rolled out in the medium term, SFR FttH is the largest alternative FttH infrastructure wholesale operator in France. Philippe Busslinger, Head of Europe for OMERS Infrastructure said: “OMERS partnership with Altice France marks our entry into the attractive telecommunications sector and in the French market. We look forward to working together with Altice to deploy optic fibre infrastructure across French local communities. This partnership will ultimately enable high-speed fibre connectivity to millions of households in France.” Ralph Berg, OMERS Global Head of Infrastructure, said: “The partnership with Altice fits OMERS Infrastructure’s strategy of acquiring high quality infrastructure businesses that provide essential services, and generate steady cash flows to meet the long term pension commitments of the OMERS plan.” Christian Fingerle, Chief Investment Officer at ACP said: “The fibre sector plays a vital role in developing France´s digital economy.
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Real Assets Completes Acquisition of Tokyo Office Development and Secures Pre-Let with Global Flexible Workspace Provider
Paris, 13th December 2018 AXA Investment Managers - Real Assets completes acquisition of Tokyo office development and secures pre-let with global flexible workspace provider AXA Investment Managers - Real Assets (“AXA IM - Real Assets”), a global leader in real asset investments and the leading(1) real estate portfolio and asset manager in Europe, announces that it has acquired, on behalf of clients and as part of its global build-to-core strategy, an office development opportunity in Tokyo, Japan. AXA IM - Real Assets has undertaken this transaction as the majority shareholder in partnership with the Hong Kong based company, Alyssa Advisors, a privately held real estate investment and advisory firm primarily active in the Asia Pacific region. The consortium has simultaneously agreed a long-term pre-let for the whole building with Regus Group (IWG), the world’s largest provider of flexible workspace solutions(2), commencing on completion of the project which is anticipated in early 2021. Situated in Roppongi, a major Tokyo Central Business District, the property benefits from excellent transport connectivity, with three subway stations in close proximity, including Roppongi Station, which is less than one-minute walk. Demolition of the existing vacant building is expected to commence in H1 2019. The completed development will deliver circa 3,500 sqm of Grade A office space, comprising flexible floor plates across nine floors. PAG Investment Management Ltd (“PAG”), one of Asia’s largest alternative investment management firms, will act as the development manager. Laurent Jacquemin, Head of Asia Pacific at AXA IM - Real Assets, commented: “The acquisition of a prime office development opportunity demonstrates both the strength of our growing footprint in Tokyo, as well as our on the ground expertise, in what is an increasingly key market for us.
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Press Release
2 December 2020 Press release AXA Investment Managers - Real Assets continues its global operational real estate investment strategy with c. ¥22 billion (c. €180 million) acquisition of one of Tokyo’s largest data centres - ¥173 billion (€1.4 billion) of data centre, logistics and residential acquisitions completed in 2020 in Japan - AXA Investment Managers - Real Assets (“AXA IM - Real Assets”), a global leader in real asset investments and the leading(1) real estate portfolio and asset manager in Europe, announces that it has completed, on behalf of clients, the acquisition of a c. ¥22 billion (c. €180 million) data centre in Tokyo which expands its global data centres platform to over €1 billion(2). The transaction, along with the recent purchase of a c. ¥70 billion (c. €570 million) residential portfolio in Tokyo also aligns with AXA IM - Real Assets’ global strategy of investing in operational real estate assets underpinned by strong structural drivers, such as urbanisation and e-commerce, and the strong steady cash flows they offer. At 20,000 sqm and able to house 2,560 data racks, the facility is one of Tokyo’s largest data centres. The asset has been built to the highest specifications, with the building and its internal infrastructure designed to incorporate state of the art security features, as well as a range of ESG measures that lower energy consumption by 10%. Strategically located in Koto Ward, South Tokyo, the asset is just 7km from the city’s main financial district, Marunouchi and Otemachi, and is just a 10-minute walk from the nearest metro station offering direct routes into Tokyo’s city centre.
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