Latest asset owner related case studies
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Case studiesAchieving a strategic asset allocation and generating long-term growth in a sustainable way
Case study by BlackRock For professional clients and qualified investors only Signatory type: Investment manager Region of operation: Global Assets under management: US$7.8trn (30 September 2020) Why incorporate esg considerations into a strategic asset allocation (SAA)? Using multi-asset allocations to help clients achieve ...
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Case studies
Delivering outcomes by accessing ESG through multiple drivers of return in multi-asset portfolios
Case study by BlackRock Signatory type: Investment manager Region of operation: Global Assets under management: US$7.3trn Why consider ESG via multiple drivers of return Today’s low-return environment requires investors to draw on multiple return sources to meet objectives and maximise the efficiency of ...
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Case studies
Layering climate goals onto a sustainable, risk-targeted, multi-asset strategy
Case study by Morgan Stanley Investment Management Signatory type: Investment manager Region of operation: Global Asset under management: US$665bn (30/06/20) To maximise returns over time while actively managing total portfolio risk, our Global Balanced Risk Control (GBaR) strategy invests in a broad, balanced asset ...
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Case studies
The importance of corporate governance in strategic asset allocation
Case study by Aberdeen Standard Investments (ASI) Signatory type: Investment manager Region of operation: Global Assets under management: US$500bn Aberdeen Standard Investments (ASI) is a large diversified asset management company based in the UK. We manage over US$500bn of assets for a variety of ...
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Case studies
Strategic asset allocation: adopting a dynamic multiperiod world perspective
Case study by LocalTapiola Asset Management Ltd Signatory type: Investment manager Region of operation: Finland Assets under management: US$12.2bn Why a multi-period SAA approach outpaces a static strategy Strategic asset allocation (SAA) is key for every long-term investor. It is the critical decision ...
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Case studies
Using climate change scenarios in asset liability modelling
Case study by BCI Signatory type: Investment manager Region of operation: Canada Assets under management: CAD$171bn Why ESG is vital for boosting long-term value Asset allocation is the main determinant of a fund’s overall risk and return and, therefore, is the most important ...
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Case studies
The integration of ESG criteria in strategic asset allocation
Case study by DWS Signatory type: Investment manager Region of operation: Global Assets under management: €700 billion Integrating ESG criteria into investment portfolios is one of the most important trends in asset management right now – and one we take very seriously at DWS. ...
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Case studies
Aligning strategic asset allocation to a +1.5°C world: a proposed framework
Case study by AXA Investment Managers Signatory type: Investment manager Region of operation: France Assets under management: €804bn Why investors should ramp up the integration of climate in their strategic asset allocation decisions Global warming poses a range of both physical and transition ...
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Case studies
Introducing a sustainability budget to asset allocation decisions
Case study by Schroder Investment Management Organisation type: Investment manager Region of operation: Global Assets under management: £470.5bn Why creating a sustainability budget can help multi-asset investors reach their ESG goals Whatever the reasons for considering environmental, social and governance (ESG) criteria and ...
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Case studies
Incorporating ESG into long term investment return forecasts
Case study by Schroder Investment Management Signatory type: Investment Manager Region of operation: Global Assets under management: £470.5bn Why ‘environmental disruption’ could impact long term investment returns Over the last few years, we have been considering the economic and disruptive forces we think ...
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Case studies
A total portfolio approach to climate alignment, ESG integration and real-world impact
Case study by The Scott Trust Limited (Guardian Media Group) Signatory type: Asset owner Region of operation: UK Assets under management: £1 billion Why ESG plays a vital role in our asset allocation decisions The Scott Trust is the owner of the Guardian ...
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Case studies
Sustainable Development Goals (SDGs) as a tool for strategic asset allocation
Case study by Brunel Pension Partnership Signatory type: Asset owner Region of operation: UK Assets under management: £30bn Why SDGs can be a vital tool in strategic asset allocation Strategic asset allocation (SAA) is set by each of our clients on an individual ...
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Case studies
Accounting for extreme weather risks in strategic asset allocation
Case study by Ortec Finance Signatory type: Service provider Region of operation: Global Ortec Finance specialises in quantitative modelling of systemic climate-related risks and opportunities for use in strategic asset allocation and asset-liability management. We deliver quantified climate risk informed economic and financial scenarios. ...
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Case studies
Climate change: optimal choices in strategic asset allocation are a must
Case study by ASR Nederland / ASR Asset Management (a.s.r.) Signatory type: Asset owner / investment manager Region of operation: The Netherlands Assets under management: €70bn a.s.r. is a signatory to both the Paris Agreement and the Dutch Climate Agreement and wants to play ...
