Around SRI, there is a great need for simple product classifications, both among retail investors and institutional investors. The European Commission concluded that the Sustainable Finance Disclosure Regulation (SFDR) does not meet this need, so a …

Ultra-rich families are increasingly casting their eye on sports as an asset class. According to Goldman Sachs, interest is fuelled by rising valuations and lucrative media contracts. Bankers at Apex, the family office arm of Goldman Sachs, argue that …

A recent survey conducted by the CFA Institute unveils diverse opinions among investment professionals regarding the need for additional regulation in private markets. While there is clear support for enhanced governance and disclosure practices, …

Benjamin Graham is the founder of value investing with his 1949 book The Intelligent Investor. He has famous followers, including Warren Buffett, Seth Klarman, Mohnish Pabrai and Joel Greenblatt. Graham made sure that investing was no longer equated with …

Jamais auparavant il n’y avait eu autant d’élections en une seule année, et voilà qu’un nouveau rendez-vous électoral se profile encore. Le Rassemblement national ( RN ) de Marine Le Pen ayant obtenu 31,5 % des voix aux élections européennes contre 14,5 % …

Investors in European ESG funds could be in for a rude awakening as new guidelines from the European Securities and Markets Authority (Esma) threaten to upend the industry, according to Morningstar. As many as 1,600 funds could be affected. According to a …

The European election results have sent shockwaves through traditional media and financial markets alike, primarily due to the significant shift towards right-wing parties. This reaction, however, could be seen as a pretext for investors to divest from …

Luxembourg's financial regulator, the Commission de Surveillance du Secteur Financier (CSSF), on Friday said it reprimanded three investment fund managers for failing to comply with anti-money laundering (AML) requirements. The firms, which were not …

Pension funds are increasingly shifting their focus from merely accumulating ESG-labelled assets to emphasising the quality and impact of these investments, according to a study by asset manager DWS and Create-Research, published on Tuesday. The report, " …

The growing dominance of technology companies in US stock market indices, led by the sentiment-driven Magnificent Seven, has relegated US value stocks to a secondary role over the past decade. Nevertheless, there remain dedicated value investors who, with …

Clarity vs. complexity: SFDR's struggle to define 'green' investments

Sport is the new eye candy for family offices and private equity

CFA analysts support better governance in private markets

Value investing is dead, long live value investing

Vive la VIe République!

ESG funds brace for $40 bln outflow as new EU rules loom

Vive la France!

CSSF reprimands three investment fund managers for AML failures

Pension funds now prioritise quality in ESG investments, study shows

Morningstar Fund Radar: US large-cap value equities