Institutional Investor (May 27)
Current trends seem to indicate “that investment managers are increasingly prioritizing flexible, innovative product solutions – particularly in ETFs, private assets, and SMAs – as traditional offerings lose their dominance. Considering the current challenging macro environment – inflation, high interest rates, and geopolitical/trade conflicts – we will be keen to observe whether these shifts in investor product preferences endure or lose their gusto in the face of wideswept market challenges.”
Tags: ETFs, Flexible, Geopolitical, Inflation, Innovative, Interest rates, Investment managers, Macro environment, Market challenges, Prioritizing, Private assets, SMAs, Trade conflicts, Traditional offerings, Trends
Washington Post (May 9)
“A group of powerful investment managers and public treasurers with assets invested in McDonald’s are demanding that the company take tougher steps to address child-labor violations at its franchises.” The investors want McDonalds, as well as Wendy’s, “to adopt a zero-tolerance policy for the use of child labor at franchised restaurants” and “conduct third-party human rights risk assessments of their businesses.”
Tags: Assets, Child labor, Child-labor violations, Demanding, Franchises, Human rights, Investment managers, McDonald's, Powerful, Risk assessments, Treasurers, Wendy’s, Zero tolerance
Institutional Investor (March 20)
Across sectors companies are tripping “over themselves to incorporate generative artificial intelligence into their operations. Not to be left out, investment managers too are crowing about their adoption of generative AI, typically in the form of large language models (LLMs).” This, however, “is a complex and expensive project with considerable investment and business risks and ethical considerations.” There should be less concern on “how these models might disrupt the investment management industry” and more focus on building “a methodology to assess the processes and procedures implemented by managers to ensure the ongoing utility and reliability of their LLMs.”
Tags: Adoption, AI, Assess, Complex, Disrupt, Ethical considerations, Expensive, Generative, Investment managers, LLMs, Methodology, Risks, Sectors
