TPMs: three challengers to watch in 2024
There has been a lot of development in the cap intro space in 2023, with new entrants and big developments from incumbents. We look at three challengers to watch in 2024.
A guide to marketing strategy for asset managers
Fund managers today are faced with a number of new challenges in the market, while investors have the ability to conduct their own data analysis and are seeking better value funds.
What does the SEC’s ruling mean for hedge fund managers?
The SEC has proposed a new set of regulations for hedge funds and hedge fund managers. The move targets greater transparency on performance, fees and much more.
ESTea #17 15/09/2021 The carbon price of bulls***
There’s only one thing worse than greenwashing – green bull****ing.
ESTea #13 23/07/21: Spotlight on: The Children’s Investment Fund
The Children’s Investment (TCI) Fund is one of the world’s most prominent ESG-concerned hedge funds, and often forms the vanguard of investor activism on ESG issues – especially around the environment and climate change. Despite the fact that they were never established as an activist, nor a climate-change fund – TCI have emerged as a preeminent and highly successful activist fund.
ESTea #12 19/07/21: When I say ‘Climate’, you say ‘yes’
So-called ‘Say on Climate’ votes are quickly becoming an important element of company AGMs across the world.
ESTea #11 12/07/21: Is ESG investing driving inflation?
It seems that 2021 will be dominated by two key themes: green investing and the fear of runaway inflation. The two themes may be linked, with a two-year surge in investment being partly to blame for the simultaneous increase in both prices and wages.
ESTea #10 05/07/21: The hard things about green things
One day I’d like to spin this article out into a much longer discussion of the difficult ethical and technical problems when it comes to the environment – in particular climate change caused by carbon emissions. The following is just a starting point.
ESTea #9 28/06/21: Your investment portfolio is a carbon nightmare.
If you’re above 35 and live a developed country, almost certainly the worst thing you did for the environment last year was having money in carbon intensive retirement, ISA and investment funds.