Rockefeller Asset Managers joined NetZeroAssetManagers

  

Rockefeller Asset Managers joined NetZeroAssetManagers – and are proud to be working with investor networks, companies and their clients to support the goal of net zero emissions by 2050 or sooner.

Income Research & Management add four new superb Advisory Members to the Board of Trustees

  

‘The Advisory Members aid the Board and IR+M’s leadership team on matters pertaining to management, operations, and strategic positioning within the asset management industry. They support the firm in its overall mission to deliver superior investment results, provide exceptional client service, and advance the firm’s Core Values’ Link: New Advisory Board Members

Rockefeller Asset Management expands into Europe, & wins 2021 PRI Award!

  

‘Rockefeller Asset Management, which was recently awarded the 2021 Principles for Responsible Investing (PRI) award for “ESG incorporation initiative of the year,” has seen strong growth in Europe. Over the last two years, the business, which surpassed $2.5 billion in assets from European investors, launched a UCITS ICAV, an Ireland-domiciled UCITS structure, and two ESG … Continued

IR+M Attractive Opportunities in the HY Corporate Bond Market

  

IR+M:  Portfolio Managers Lyniese Patterson and Ginny Schiappa discuss the high-yield corporate bond market. Amid record low yields, this asset class has received more attention due to its potential to increase the yield of fixed income allocations. IR+M believes there are attractive opportunities for a bottom-up security selector, while respecting the differences between investment grade … Continued

Rockefeller AM: Climate Change – The Mega Trend Reshaping Economies and Markets

  

Casey Clark, Deputy CIO and Global Head of ESG Investments at Rockefeller Asset Management, discusses how climate change is transforming economies and markets, creating long-term opportunities for companies delivering products or services that help reduce greenhouse gas emissions and adapt to a changing climate. Climate Change – the Mega Trend Reshaping Economies & Markets

Rockefeller AM shortlisted for 2021 PRI Awards for ‘ESG Improvers – an alpha-enhancing factor’

  

From Rockefeller Asset Management, ‘We’re delighted to have been shortlisted for the 2021 PRI Awards in the ESG incorporation initiative category with our project, “ESG Improvers – an alpha enhancing factor”. We believe that investors will increasingly differentiate between ESG Leaders and Improvers – firms showing the greatest improvement in their ESG footprint – and … Continued

Income Research + Management – the Portfolio Construction Process

  

‘There are elements of science and sequence, and also some “art.” Characteristics such as duration, key rate exposures, option-adjusted spread duration, yield, and tracking error are often targeted at the portfolio level, while the actual components – the underlying bonds themselves – can vary.’ Link: The Process (Portfolio Construction) – Income Research + Management

IR+M: Will the Real Rate Please Stand Up?

  

Incisive US Fixed Income analysis from Income Research + Management’s Sr PM Jake Remley: ‘Will the Real Rate Please Stand Up?’ ‘A heavyweight fight is brewing, and fixed-income investors sit ringside.  Interest rate Bulls have the steepness of the yield curve, threats to global growth from COVID variants, and labor market slack in their corner.  Interest rate Bears … Continued